Keywords: Semiconductors
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Expert Briefings
Expert Briefings (2025)
Published: 31 January 2025
... backing new technologies such as small modular reactors. Infrastructure Transport & logistics Hardware & equipment Semiconductors Demand growth forecasts vary considerably. Facebook data centre in Sweden (Jonathan Nackstrand/AFP/Getty Images) Power demand from data...
Expert Briefings
Expert Briefings (2025)
Published: 30 January 2025
... and internationally without inflicting economic harm to its own interests. economy industry international relations artificial intelligence foreign trade regulation technology antitrust Semiconductors Illustration image for US-China technology competition (Kevin Frayer/AsiaPac/Getty Images...
Expert Briefings
Expert Briefings (2025)
Published: 28 January 2025
... for accuracy the contents of said sites. 2025 International INT economy artificial intelligence capital flows equities technology Capital markets Semiconductors ...
Expert Briefings
Expert Briefings (2025)
Published: 27 January 2025
... social artificial intelligence data regulation technology Semiconductors CHINA: US tech stocks fell sharply today as Chinese artificial intelligence (AI) startup DeepSeek surged in popularity, overtaking ChatGPT and its Western rivals to become the top-rated application across Apple's...
Expert Briefings
Expert Briefings (2025)
Published: 14 January 2025
...Oxford Analytica Headline MEXICO: Plan Mexico may strengthen economy Auto parts Automobiles Semiconductors © Oxford Analytica 2025. All rights reserved. This content contains general information about geopolitical, macroeconomic and social developments or (where stated) other matters...
Expert Briefings
Expert Briefings (2025)
Published: 10 January 2025
... intelligence computers defence electronics foreign trade government investment manufacturing military policy sanctions war Aerospace & defence Hardware & equipment Semiconductors Russia's President Vladimir Putin (R) and Russian Sber bank giant CEO German Gref (L) visit an AI...
Expert Briefings
Expert Briefings (2025)
Published: 02 January 2025
... international relations social artificial intelligence policy technology Semiconductors CHINA/RUSSIA: President Vladimir Putin yesterday directed his government and Sberbank, a leading Russian bank, to collaborate with China on advancing artificial intelligence (AI) development...
Expert Briefings
Expert Briefings (2024)
Published: 30 December 2024
...Oxford Analytica Significance President Joe Biden intensified efforts to curb China's semiconductor ambitions in early December, rolling out a third wave of tech restrictions. In response, China retaliated with export curbs and antimonopoly investigations, heightening the risk of escalation...
Expert Briefings
Expert Briefings (2024)
Published: 24 December 2024
... industry international relations artificial intelligence electronics foreign trade technology Semiconductors UNITED STATES/CHINA: Yesterday the Biden administration launched a trade investigation into China, accusing Beijing of targeting the semiconductor industry for global domination...
Expert Briefings
Expert Briefings (2024)
Published: 12 December 2024
... Semiconductors US flag over a tariffs sign (Wong Yu Liang/Moment RF/Getty Images) © Oxford Analytica 2024. All rights reserved. This content contains general information about geopolitical, macroeconomic and social developments or (where stated) other matters. It does not contain advice...
Expert Briefings
Expert Briefings (2024)
Published: 10 December 2024
... investment in Chinese quantum firms. Over the past few years, the United States and China have intentisfied their technology-centred confrontations, placing significant emphasis on limiting access to high-end semiconductors (see CHINA/US: Chip restrictions will be an ongoing battle - February 20...
Expert Briefings
Expert Briefings (2024)
Published: 10 December 2024
... industry international relations artificial intelligence cyber espionage cybercrime foreign trade natural resources Semiconductors UNITED STATES/CHINA: Beijing announced yesterday the launch of an antitrust investigation into Nvidia, a leading US artificial intelligence (AI) and gaming...
Expert Briefings
Expert Briefings (2024)
Published: 09 December 2024
... Semiconductors © Oxford Analytica 2024. All rights reserved. This content contains general information about geopolitical, macroeconomic and social developments or (where stated) other matters. It does not contain advice or recommendations that may be relied on. Where links to external websites...
Expert Briefings
Expert Briefings (2024)
Published: 05 December 2024
... Hardware & equipment Semiconductors Electronics for recycling (Bill Hinton / Getty Images) The market for battery metal recycling grew eleven-fold between 2015 and 2023, according to the International Energy Agency (IEA) last month. Despite the expansion, hurdles to recycling...
Expert Briefings
Expert Briefings (2024)
Published: 03 December 2024
...Oxford Analytica Headline US/CHINA: Beijing will manage new chip restrictions Semiconductors © Oxford Analytica 2024. All rights reserved. This content contains general information about geopolitical, macroeconomic and social developments or (where stated) other matters. It does...
Expert Briefings
Expert Briefings (2024)
Published: 27 November 2024
... manufacturing sanctions IT software & services Semiconductors Employees work on a circuit breaker production line at a factory of an electronics company in Fuyang (STR/AFP/Getty Images) Russia’s economy remains heavily dependent on imports of microelectronics and machine tools...
Expert Briefings
Expert Briefings (2024)
Published: 25 November 2024
...Oxford Analytica Significance The case adds to Samsung’s growing legal and operational challenges, particularly in semiconductors and smartphones. In a bid to revive its chips sector, SEC on November 18 began equipping its new semiconductor research and development complex, NRD-K, and announced...
Expert Briefings
Expert Briefings (2024)
Published: 21 November 2024
... investment foreign trade technology telecommunications Capital goods Transport & logistics Semiconductors Telecoms INTERNATIONAL: The WTO today published a substantial report on how AI can reduce trade costs, reshape services trade, increase trade in AI-related items and redefine...
Expert Briefings
Expert Briefings (2024)
Published: 21 November 2024
... watches a test fight of the SpaceX Starship rocket, Texas, November 19, 2024 (Brandon Bell/AFP/Getty Images) Aerospace & defence Infrastructure Consumer durables Retail Banks Capital markets Real estate Semiconductors Telecoms economy defence employment energy environment...
Expert Briefings
Expert Briefings (2024)
Published: 15 November 2024
... investment regulation technology Semiconductors UNITED STATES: Today, the US Department of Commerce finalised its agreement with Taiwan Semiconductor Manufacturing Company (TSMC) under the CHIPS and Science Act, securing USD6.6bn in funding for the company's semiconductor facility in north...

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