Chip supply chains

Semiconductor manufacturing, export controls and the race to expand chip capacity.

• Samsung invests $22.8m in Texas workforce as TSMC eyes entry

  The Korea Herald

  Samsung Electronics is committing more than $22.8 million to workforce development and community programs in Central Texas as rival TSMC explores a potential chip plant in the state, raising the stakes in the competition for skilled semiconductor workers. Samsung Austin Semiconductor announced the investment at its “Made in Texas: Boundless Opportunity” event, unveiling new technical training and internship programs aimed at building a local talent pipeline for its expanding operations in Austin

• US Factory Production Rebounds on Semiconductors, Supplies

  Bloomberg

  US factory output rebounded in September after slipping a month earlier, consistent with an upswing this year in manufacturing largely tied to capital investment.

• China unveils draft export controls on AI technologies and chips

  Financial Times

  Expanded restrictions highlight Beijing’s determination to prevent transfer of most advanced technology overseas

• Investors Dial Back October Hike Bets After Warsh; Taiwan to Curb AI Chip Exports to China

  Bloomberg

  US equity futures waver after rising on Federal Reserve Chair Kevin Warsh's remarks at the IMF meetings. Taiwan is said to be preparing to tighten export controls on AI chips to further align with US restrictions, while the EU and China holds high-level trade talks. Russia is reportedly deploying an army of bots to push AI-fabricated videos and influence views on the US midterm elections. Arend Kapteyn of UBS speaks to Bloomberg's Lisa Abramowicz on "Bloomberg Brief" at the IIF annual meeting in

• Taiwan to curb AI chip exports to China as part of US trade deal

  The Straits Times

  After the measures take effect, shipping restricted AI hardware to China will become a criminal offence.

• Warsh Gives Little Away, Taiwan to Curb China Chip Exports, More

  Bloomberg

  Source: Bloomberg, 0:00

• Taiwan to Curb AI Chip Exports to China as Part of US Trade Deal - Bloomberg.com

  Bloomberg

  Taiwan is preparing to tighten export controls on AI chips to further align with US restrictions, according to a senior official in Taipei, joining a Trump administration clampdown on the smuggling of cutting-edge semiconductors to China.