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Second, don't just look at the impact on chip-making equipment firms. Chip design firms are affected by the US strategy too. They are mostly American. Their share prices tanked in Oct when the US announced its strategy - and haven't rebounded as much as ASML has. /3
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First, for context, the biggest US (and Japanese) chip-making equipment manufacturers have a far higher proportion of revenue from China than Dutch powerhouse ASML has. This round of tighter US export controls should hurt America more than its allies... /2
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🔥 Top post: RT @CER_EU@twitter.com Today marks three years on from #Brexit A · 1 likes + reposts
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Second, don't just look at the impact on chip-making equipment firms. Chip design firms are affected by the US strategy too. They are mostly American. Their share prices tanked in Oct when the US announced its strategy - and haven't reboun…
First, for context, the biggest US (and Japanese) chip-making equipment manufacturers have a far higher proportion of revenue from China than Dutch powerhouse ASML has. This round of tighter US export controls should hurt America more than…
A big win for the US strategy of constraining China's chip-making capabilities. But, in my view, this should not be seen as a major concession by Europe either: here's why... /1
RT @jordanschnyc@twitter.com
A real coup for the Biden admini…
RT @SanderTordoir@twitter.com
European clamor about the US Inflation Reduction Act (IRA) has lately focused on ramping up a EU green industrial strategy of its own. But what is happening on the diplomatic front to mitigate IRA-discriminat…
RT @CER_EU@twitter.com
❓ 🎙️ ❓ Our podcast series #AskCER is looking for new questions to put to our researchers.
So if you have something you'd like to know about the EU, Britain and the world, email: mailing@cer.eu
Whatever your question…
RT @CaminoMortera@twitter.com
Since we are back to talking about using Russian frozen assets to finance Ukraine's reconstruction, my colleague @Zach_CER@twitter.com and I spent some time in the summer looking at how easy that would be. Clu…
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