Nvidia stock hits record high, fueled by Foxconn’s record-breaking earnings and optimism about demand for AI computing chips.
Semiconductors
China and Pres. Xi Jinping face five major challenges in 2025, including sharpening technology battles and trade wars.
China’s gallium and germanium export ban disrupts U.S. supply chains for semiconductors, night vision goggles, and renewable energy technology.
As U.S.-China economic competition intensifies, Malaysia should replicate its semiconductor supply chain success in other sectors.
Chinese chipmakers are pivoting away from Nvidia toward Huawei, whose Ascend 910B chip is already making headwinds in the market.
China’s rising semiconductor industry could disrupt global supply chains, reshape labor markets, and pose security risks in critical infrastructure.
The CHIPS Act’s subsidies aim to boost U.S. semiconductor production, which could hurt Asian exporters and prompt global subsidy responses.
If the U.S. intends to halt China’s push for the autarkic mastery of critical technologies, the October 2022 export ban won’t be enough.
China’s gallium and germanium exports restrictions will likely lead to higher prices, longer delivery times, and more expensive electronics.
A Chinese invasion of Taiwan would bring the semiconductor industry to a halt and send inflation soaring worldwide.