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The US semiconductor industry is under increased scrutiny as lawmakers push for investigations into companies like SMIC and GlobalFoundries for alleged violations of export controls. TSMC continues its investment in US manufacturing, while Intel expresses frustration over delays in funding from the CHIPS Act. The geopolitical implications of these developments are significant.
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Intel faces significant challenges as it attempts to regain its footing in the semiconductor industry amid layoffs and financial losses. Meanwhile, TSMC halts advanced chip supplies to Chinese firms, responding to U.S. export controls and geopolitical tensions. Both companies are pivotal in the global chip landscape.
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The House Select Committee on China has requested information from five major semiconductor equipment firms regarding their sales to China, citing national security concerns. Concurrently, TSMC will halt advanced AI chip supplies to Chinese companies, reflecting tightening US export controls ahead of new regulations.
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Elon Musk's influence in Donald Trump's upcoming administration is solidifying as he co-heads a new Department of Government Efficiency. His close ties with Trump and significant financial backing raise concerns about conflicts of interest and the implications for government reform. This dynamic reflects a broader trend of wealthy individuals shaping policy.
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The US Department of Commerce has announced new export restrictions targeting around 200 Chinese companies, including Huawei's partners. This move escalates the ongoing tech rivalry between the US and China, with significant implications for the semiconductor industry and global supply chains.
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On December 2, 2024, the US announced new export restrictions targeting Chinese chipmakers and suppliers. The measures aim to limit China's access to advanced semiconductor technology, particularly for military applications, as tensions between the two nations escalate. This marks a significant step in the ongoing tech rivalry.