Taiwan cracks down on tech businesses with illegal Chinese ownership — 166 investigations and at least 36 convictions since 2020

China has been trying to build self-sufficiency when it comes to semiconductors and advanced chips — an endeavor that began in 2015 and was supercharged in recent years by the White House’s efforts to keep Western techno…

Taiwan cracks down on tech businesses with illegal Chinese ownership — 166 investigations and at least 36 convictions since 2020

China has been trying to build self-sufficiency when it comes to semiconductors and advanced chips — an endeavor that began in 2015 and was supercharged in recent years by the White House’s efforts to keep Western techno…

Taiwan cracks down on tech businesses with illegal Chinese ownership — 166 investigations and at least 36 convictions since 2020

China has been trying to build self-sufficiency when it comes to semiconductors and advanced chips — an endeavor that began in 2015 and was supercharged in recent years by the White House’s efforts to keep Western techno…

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending Taiwan’s Industry Titans Turbocharge World’s AI Infrastructure Buildout With NVIDIA NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects a constructive skew in the short window if … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending Taiwan’s Industry Titans Turbocharge World’s AI Infrastructure Buildout With NVIDIA NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while the tape recalibrates … Read more