To somehow support claims that the tariff exemption is not an exemption at all, the White House has announced an investigation into the entire semiconductor market segment. On April 2, 2025, Trump ...
One week ago I put out a note taking a corrective stance. I still stand firmly behind this. In fact, my conviction is growing. Last Tuesday the Nasdaq Composite completed a bearish island reversal ...
Supreme Court tariff ruling has little direct impact on semiconductors, but policy uncertainty and AI data center capex drive outlook.
Since October 2022, the United States has devoted significant resources to restricting China’s access to artificial intelligence (AI) and advanced semiconductor technologies. In the final months of ...
1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a report on his investigation into the effects of imports of semiconductors (semiconductors or chips), semiconductor ...
The ripple effects of soaring memory semiconductor prices are spreading across the entire electronics industry. Finished ...