Industrial Policy - Interconnected

Topics: Industrial Policy• AI• Geopolitics•

When Two “Presidents” Debate

What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American

Topics: Semiconductor• TSMC• Industrial Policy•

($) TSMC: Where and How Will It Raise Prices

Most of the CHIPS Act subsidies have (finally) been (preliminarily) allocated. Out of the pot, and out of the companies’ whose fabs and capabilities actually matter in the industry, Intel got $8.5 billion, TSMC got $6.6 billion, Samsung got $6.4 billion,

Topics: TSMC• Industrial Policy• Semiconductor•

TSMC Hedges Against a CHIPS Act Fail

The much-lauded CHIPS Act is not going well. And TSMC, which is supposedly to be one of the Act’s biggest beneficiaries, is starting to hedge against a failing industrial program. Since its passage 16 months ago, the Act’s implementation led by the

Topics: Industrial Policy•

🇺🇲Are Labor Unions Raining on America's Parade?

Every Labor Day weekend brings about some fond memories for me. Early in my career, as a political campaign staffer, first with Obama’s presidential campaign in 2008, then on a few issues and local campaigns, I marched in many Labor Day parades, oftentimes