United States-China semiconductor tensions are escalating as the US considers banning Chinese-made routers present in millions of American homes. Rhodium Group director Reva Goujon joins Market Domination to discuss the growing divide. Goujon highlights recent policy initiatives like the Routers Act and the US Commerce Department's ICTS (Information and Communications Technology and Services) controls, which aim to remove Chinese components from infrastructure due to increased data and cybersecurity concerns. She notes that companies like TP-Link have become deeply embedded in US infrastructure, making this a complex challenge. "What the US is doing is it's saying that 'look, there's a number of toolmakers out there that still want to feed into the Chinese chip market,'" Goujon explains. She describes a new "single chip de minimis" provision that would extend US restrictions to any factory worldwide using even one US chip. "So the US is basically telling partners 'do the right thing, align with us or else you're going to be subject to US law and compliance.'" However, Goujon cautions that the immediate impact may be limited: "The issue is that China has been able to stockpile an enormous amount of equipment, especially over the past one and a half years... and so it may take a while to even see the effects of export controls biting." To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith
Russia will protect its citizens and peacekeepers in Moldova's separatist Transdniestria region, foreign ministry spokeswoman Maria Zakharova said on Wednesday. Zakharova was speaking as the separatist enclave's parliament appealed to Moscow for help resolving disruptions in natural gas supply linked to the expiry at the end of December of an agreement allowing Russian gas to transit through Ukraine.
Newcastle United have had to wait to see this version of Sandro Tonali. They have had to be patient, as well as understanding, but after his majestic, virtuoso display booked their place in the semi-finals of the Carabao Cup, it was worth it.