Ukrainians sue US chip firms for powering Russian drones, missiles
Tag: semiconductors
JPMorgan to invest up to $10 billion in US national security as part of $1.5 trillion pledge +
Lutnick Demands Taiwan Produce 50% of Chips in USA — Sopranos Reject Doesn’t Understand Tech
Trump’s remarkable Middle East tour is all about striking megadeals and outfoxing China
There has never been a US presidential visit to the Middle East like this one.
This week, success will be measured not in conventional diplomacy, peace deals, or arms sales, although Donald Trump did make some news by lifting sanctions on the Syrian leadership, urging Saudi Crown Prince Mohammed bin Salman to join the Abraham Accords by normalizing relations with Israel, and agreeing to a $142 billion weapons package for Riyadh.
Trump’s remarkable Middle East tour is all about striking megadeals and outfoxing China
On Tariffs, It’s Good to Be “Tim Apple”
Tariffs are advertised in the name of helping American workers, but what do you know? They turn out to favor the powerful and politically connected. That’s the main message of President Trump’s decision to exempt smartphones and assorted electronic goods from his most onerous tariffs.
Related:
At the time Apple and Cook were applying a charm offensive to persuade then-President Trump to remove tariffs on certain components that came from China. Cook asked Trump if he could meet him in person to make Apple’s case, a gesture the former president found “impressive,” he told Bloomberg. Trump was particularly pleased at the time that Cook reached out, especially considering his acrimonious relationship with other tech CEOs.
[2019] Apple dodges iPhone tariff after Trump confirms trade deal agreement with China
Although the trade deal affects billions of dollars worth of goods, it’s a particular victory for Apple CEO Tim Cook, who has personally worked to keep communication open with the Trump administration. Cook’s charm offensive culminated last month when he gave Trump a tour of a Mac Pro assembly plant in Texas. That computer is assembled in the United States, and Apple was granted tariff waivers for several of its components.
Philippines to receive 20 F-16 Block 70/72 fighter jets from the US as confrontations with China grow.
The timing of this approval is significant as the Philippines has been engaged in a series of escalating maritime confrontations with China over disputed territories in the South China Sea. U.S. officials, including Secretary of State Marco Rubio and Defense Secretary Pete Hegseth, have increasingly voiced support for Manila in countering Chinese maritime expansion. During his recent visit, Hegseth committed to “reestablish deterrence in the Indo-Pacific region,” calling attention to China’s growing assertiveness. Additionally, Philippine military leadership, including General Romeo Brawner, has publicly stated that a conflict in Taiwan would inevitably involve the Philippines, urging preparations for possible hostilities. Preparations for such scenarios have reportedly influenced the planning of joint U.S.-Philippine exercises, such as the annual “Balikatan” drills. These developments add urgency to the Philippine modernization program, of which the F-16 acquisition is a cornerstone.
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AI going DeepSeek
Most readers will know the news by now. DeepSeek, a Chinese AI company, released an AI model called R1 that is comparable in ability to the best models from companies such as OpenAI, Anthropic and Meta, but was trained at a radically lower cost and using less than state-of-the art GPU chips. DeepSeek also made public enough of the details of the model that others can run it on their own computers without charge.
Previously:
Interview with Deepseek Founder: We’re Done Following. It’s Time to Lead
Interview with Deepseek Founder: We’re Done Following. It’s Time to Lead
Interview with Deepseek Founder: We’re Done Following. It’s Time to Lead
An Yong: After your price cuts, ByteDance was the first to follow, suggesting they felt threatened. How do you view the new competitive landscape between startups and giants?
Liang Wenfeng: To be honest, we don’t really care about it. Lowering prices was just something we did along the way. Providing cloud services isn’t our main goal—achieving AGI is. So far, we haven’t seen any groundbreaking solutions. Giants have users, but their cash cows also shackle them, making them ripe for disruption.
Related:
China banned sale of these minerals to the U.S. It matters to all of us
China banned sale of these minerals to the U.S. It matters to all of us
The ban will challenge many semiconductor manufacturers in the coming months. After two years of flat consumer demand, exacerbated by the global semiconductor shortage, many companies are predicted to struggle to stay afloat. Access to critical raw materials like gallium, germanium, and antimony is becoming increasingly important due to the heightened demand for electronics due to AI.
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The Pentagon is running out of missiles. After December 1, that will be a big problem.
Protracted wars in the Middle East and Ukraine are draining the US arsenal of interceptor missiles. The problem is especially severe in Palestine and in the Red Sea, where dozens of missiles are launched monthly against incoming rockets and drones.
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