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Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened previously closed markets for American products—for example, allowing US beef into Australia's large livestock industry and pushing for significant automobile exports to Japan, a major car manufacturing country. However, paradoxically, regardless of the tariff rates set, they remain subject to change at any time
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel and Samsung Foundry are both pulling back, revealing diverging levels of confidence and capital readiness among the Big Three