Ming-Chi Kuo published his analysis of the recent Trump administration's policy on the chip manufacturing industry and the possible game playIn the context of the U.S.-China technological tug-of-war, the U.S. government's negotiation game with TSMC reflects the strategic picture of the global semiconductor industry chain restructuring.First, the strategic demands of the U.S. governmentMaintenance of technological hegemony: by attracting TSMC to set up factories in the U.S., the U.S. government intends to rebuild the production capacity of the local advanced process, make up for the gap of the cutting-edge chip manufacturing below 5nm, and maintain the technological generation gap advantage over China.Industry chain reconstruction: In the context of the decoupling of China and the U.S., the
Movers and Shakers: Who's Rising, Who's Diving?
During the busy earnings season, it's easy to be drawn to some big names. However, some lesser-known small companies can also become impossible to ignore during this period. Last week, there was ROOT, which surged 68% in a day, Reddit jumping 40%, and SMCI plummeting 40%. Which stocks with significant gains or drops have you noticed? Join the discussion!
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