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nghanayem's latest activity
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You're mostly correct, but the question was who actually paid the tariff to the government. I said "mostly" because the importing firm...
Yesterday at 7:12 PM
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Probably wouldn't matter that much, importer or exporter. If levied on exporter, they will have to pass down the extra cost to the...
Yesterday at 6:46 PM
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My take is that the Trump and subsequent Biden tariffs and other uncoupling (or onshoring of strategic supply chains) incentives have...
Yesterday at 6:45 PM
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I don't think so. What I think we are witnessing is accelerated decoupling from China in G7 countries (Canada, France, Germany, Italy...
Yesterday at 6:42 PM
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Join TechInsights' Vice Chair, G. Dan Hutcheson, and author Marc Hijink, who spent 3 years immersed in ASML, as they discuss the rise of...
Yesterday at 12:05 PM
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Anybody know if this is some small AI accelerator IP, or will actually attempt to create a full-blown GPU? Either way, staffing up now...
Yesterday at 10:22 AM
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We need domestic trailing edge capacity but does it make sense to create a new mini foundry?
"Proposed Investment of Approximately $120...
Yesterday at 10:22 AM
N
India a big country and there are enough folk with piles of cash who want an Apple phone over Oppo/Vivo/Xiaomi/Samsung
I use Samsung...
Thursday at 9:33 PM
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Agreed, but I know some Samsung fans in the US, mostly the Fold5. Can't speak to the rest of the world. I also suspect Apple is going...
Thursday at 9:32 PM
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I completely agree, but I think the App Store and the royalty for defaulting to Google search are accounted for separately.
I think...
Thursday at 1:51 PM
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Apple owns IOS and App Store plus gets paid by Google to favor their search. While Android makes don't pay Google for using Android...
Thursday at 1:50 PM
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There's not sufficient evidence in any of these reports to say that this is anything more than an accident that happened at TSMC...
Thursday at 11:55 AM
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As much as it makes me nauseous to defend unions, I think we should stick to what we know. The truck and its driver were probably from...
Thursday at 11:55 AM
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Majority of Micron's DRAM are produced in Taiwan.
Thursday at 11:53 AM
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Micron is probably the only major US semiconductor company that has fabs in Taiwan.
Thursday at 11:53 AM