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#semiconductors

15 posts12 participants0 posts today
Continued thread
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R. Scott Pert

6/7.
> As CEO of Cadence, Tan defied expectations and transformed the company. In 12 years, revenue tripled to nearly $3bn and stock rose over 3,200%. Today, Cadence is worth close to $100bn. Earlier this year, Tan became CEO of Intel—a role that feels like public service given Intel’s decline over the past 20 years.

#Cadence#Intel#LipBuTan
Continued thread
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R. Scott Pert

3/7.
> They point to a $140.6mn payment agreed by Cadence last month to settle claims of illegal exports to China between 2015–2021. Tan’s venture investments in Chinese semiconductor firms have also drawn fire. Critics question whether, with Tan at the helm, Intel is jeopardizing the $8bn grant it received under the Chips And Science Act.

#Cadence#China#Intel
The Japan Times

TSMC faces serious threats from attempted trade secret theft and U.S. tariff uncertainty, but its technological dominance and strategic importance keep Taiwan’s “silicon shield” intact — for now. japantimes.co.jp/commentary/20 #commentary #taiwan #tsmc #tariffs #semiconductors #chipmaking

The Japan Times · Espionage and tariffs can’t tarnish TSMC’s crownBy Catherine Thorbecke
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Nonilex

#Trump said Wednesday that he will impose a 100% #tariff on #ComputerChips, likely raising the cost of #electronics, #autos, household #appliances & other goods deemed essential for the #digital age.

"We'll be putting a tariff on of approximately 100% on #chips & #semiconductors," [sic] Trump said…. "But if you're building in the United States of America, there's no charge."

#economy #inflation #PersonalFinance #business #recession #Trumpcession
pbs.org/newshour/politics/trum

PBS News · Trump says he plans to put 100% tariff on computer chips, likely increasing electronics costsPresident Donald Trump said Wednesday that he will impose a 100% tariff on computer chips, likely raising the cost of electronics, autos, household appliances and other goods deemed essential for the digital age.
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