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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (210671)1/28/2025 11:45:28 PM
From: TobagoJack1 Recommendation

Recommended By
Pogeu Mahone

  Read Replies (2) | Respond to of 219167
 
Happy Chinese New Year




To: Julius Wong who wrote (210671)1/29/2025 1:43:34 AM
From: TobagoJack  Respond to of 219167
 
re <<disruption>> 4070 looking like a busy news flow year
... detection of airplanes flying 5km above the waves from 1km below the same waves, lock on to with 1km circle of error up to 17km away, and launch sub-surface to air missiles to eradicate. Detection by way of analysing ripples on the ocean. I am supposing then the submarine can lay traps for sub-hunters and lure such in to prepared positions and fire then forget

'peer'-competition seems much more interesting than competing against folks wearing sneakers and sandals, flip flops and barefoot

business-standard.com
China claims first 'radar' enabling submarines to destroy high-flying jets
scmp.com
Chinese scientists build world’s first deep sea radar that detects high-flying aircraft
Researchers in China have developed a radar that sits on the seabed and can detect and track aircraft flying high above



To: Julius Wong who wrote (210671)1/29/2025 3:35:11 AM
From: TobagoJack  Respond to of 219167
 
re <<bullish>>

The Trump supposedly shall exact tariff on Taiwan semiconductors at 100%. Brave move for a domain that does not make much of any semiconductors.

The move shall also cut on trade volume to Team USA domain, and given so, ...

Get popcorn ready, am told


pcmag.com

Trump To Tariff Chips Made In Taiwan, Targeting TSMC

The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.President Trump is preparing to place tariffs beyond Chinese assembled electronics to computer chips made in Taiwan, warning the tariffs could reach as high as 100%.

“In particular, in the very near future, we’re going to be placing tariffs on foreign production of computer chips, semiconductors and pharmaceuticals to return production of these essential goods to the United States,” Trump said in a speech to Republicans on Monday.

“They left us and went to Taiwan,” he then said in an apparent reference to how many of the leading US tech companies have been sourcing their processors from Taiwan’s TSMC, a top semiconductor manufacturer. TSMC has established a factory in Arizona, but much of its chip production remains in Taiwan, where it’s been serving clients including Apple, Nvidia, Qualcomm and AMD, among others.

“We want them to come back,” Trump said before slamming the US’s CHIPS and Science Act, which his predecessor President Biden signed to invest over $52 billion in domestic chip manufacturing.

“And we don’t want to give them billions of dollars like this ridiculous program that Biden has given everybody billions of dollars. They already have billions of dollars,” Trump said. “They’ve got nothing but money Joe. They didn’t need money. They needed an incentive. And the incentive is gonna be they’re not gonna wanna pay a 25, 50 or even a 100 % tax.”

“They’re gonna build their factory with their own money. We don’t have to give them money,” Trump added, later claiming: “They’re giving the money, they don’t even know what they’re going to do with it.”

The recipients of the funding, such as Intel, might disagree. Last year, Intel received $7.9 billion from the CHIPS Act, which will go toward expanding its factories in Arizona, New Mexico, Oregon and Ohio, where the company is building a new chip manufacturing hub. Even so, Trump is betting his tariff threat will push more US tech companies into migrating their chip manufacturing to the US over Taiwan.

“The only way you’ll get out of this is to build your plant —if you want to stop paying the taxes or the tariffs— you’ll have to build your plant right here in America,” Trump added. “That’s what’s going to happen at record levels.”

Still, it takes years to build a chip factory, meaning any tariffs on Taiwanese-manufactured chips risk causing price hikes for numerous computer products, such as Nvidia graphics cards, Apple iPhones and AMD processors, which all come from TSMC factories. That said, a lot will depend on how US trade officials implement such a tariff policy. TSMC-made chips usually aren’t exported directly to the US, but sent to China and other Asian countries, where they’re then assembled into consumer electronics bound for the US.



To: Julius Wong who wrote (210671)1/29/2025 3:39:14 AM
From: TobagoJack  Read Replies (2) | Respond to of 219167
 
re <<disruption>>

looking like VW dying, and fast