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The author wrote that South Korean exports reached $120.9 billion in September, up 83.5% year on year. Semiconductor exports rose 263% to $60.3 billion, accounting for nearly half of the country’s monthly exports, the author said, adding that AI was reshaping the macroeconomic data of a major industrial economy. https://t.co/ALFaea7WpE #KoreanEconomy #Semiconductors #AI #KR

€800 Billion of Central Planning Europe’s defence problem illustrates a lesson politicians repeatedly refuse to learn: You cannot spend your way out of a supply problem. Ursula von der Leyen’s Commission has announced an €800 billion rearmament programme with the confidence of a central planner who has discovered that shortages can be eliminated by increasing the budget. The European Court of Auditors appears considerably less impressed. Its warning is devastating: insufficient coordination, fragmented funding, bottlenecks in materials and critical components, shortages of skilled personnel and serious difficulties in achieving readiness by 2030. Notice what is missing from the solution: more bureaucracy. The fundamental error is confusing financial resources with real resources. Governments can create euros with a stroke of a pen. They cannot create factories, engineers, semiconductors, explosives, machine tools, rare materials or production capacity by decree. Worse, the EU is attempting to coordinate what politicians cannot possibly know well enough to coordinate from Brussels: which technologies should be developed, which weapons should be produced, where capacity should be expanded, and how scarce resources should be allocated. That is precisely the information problem identified by Friedrich Hayek. Knowledge is dispersed throughout millions of individual decisions. Prices communicate that knowledge. Central planners replace those signals with political priorities, committees and funding programmes. The result is predictable: fragmentation, duplication, lobbying, distorted incentives and expensive procurement. Europe does need to rearm. But that does not prove that Europe needs an €800 billion bureaucratic spending programme. In fact, the opposite may be true. If defence is genuinely urgent, Europe should remove the obstacles preventing private capital, competition and production from responding to demand. Let companies compete. Let governments buy what actually works. Let prices reveal scarcity. Let inefficient producers fail. The question is not whether Europe can spend €800 billion. Of course it can. The question is whether Brussels can transform €800 billion of political spending into €800 billion of actual military capability. The Court of Auditors has just reminded us that money is not knowledge, bureaucracy is not coordination, and spending is not production. And history has never been kind to economies that confuse the three.

But China has national champions in DRAM and NAND of its own, and these companies have every incentive to catch up to their Western competitors. They are also being restricted and sanctioned by the U.S. government, further bifurcating China's chip industry from the world's. https://t.co/V9y9DPEVuy #ChinaTech #Semiconductors #ChipIndustry #CN #US

🇰🇷 The AI and semiconductor cycle has become powerful enough to distort an entire country’s macro data on its own. 📊 In August, Korean exports jumped 72.5% year-on-year on a working-day adjusted basis, with chip exports up 209% and computer shipments up 419% ⚠. Moreover, https://t.co/PZt6hSCvHw #Korea #Semiconductors #AI #KR

ASML, Philips, Signify, VDL Groep, FrieslandCampina, NXP Semiconductors, enz allemaal produceren ze hoofdzakelijk voor export. Maar discussie gaat over boeren. De echte reden… Grond! De boeren moeten weg vanwege grond. Beleid is er vanwege de uitkomst, niet vanwege een probleem. # landbouw # export # beleid

That is a diabolical rolling over of 8 trillion of US debt during the war with Iran, lowest oil reserves in half a century and an unprecedented stock optimism with a special new tax on all American imports. Love it. Maybe I should sell my Bitcoin and rotate into semiconductors. https://t.co/XNu9Cip9fX #USDebt #OilReserves #Semiconductors #US #IR

9/15 The AI race rests on three foundations: • advanced semiconductor manufacturing, • massive data centers, • abundant, affordable energy. Europe is not leading in any of them. #AI #Semiconductors #Energy #EU

🇨🇳 China has just reported 4.3% growth in the second quarter, below expectations. China is producing far better than it is consuming. 1️⃣ Industrial production is still growing, exports remain resilient, and strategic sectors such as semiconductors, industrial robots, batteries, #ChinaEconomy #GrowthForecast #IndustrialProduction #CN

Čínský polovodičový průmysl se snaží dohnat Západ, avšak je pro něj snazší navrhovat čipy než je vyrábět, což se v nedávném článku The Economist reflektovalo na výstavě Computex v Taipei, kde dominovala témata umělé inteligence a absence čínských výrobců čipů. #China #semiconductors #AI

🚨 80% of investors surveyed now see “long global semiconductors” as the most crowded trade in the market, and fundamentally, that makes sense ⚠ ➡️ Semiconductors sit at the heart of the entire AI value and when hyperscalers announce massive CAPEX plans, we all know a large #Semiconductors #Investing #AI #Therearenospecificcountriesmentionedinthetweetyouprovided.

In an exclusive interview, Taiwan's Deputy Foreign Minister François Chih-chung Wu emphasized that a potential Chinese attack on Taiwan would have global repercussions, warning Europe that its security and interests are intertwined with Taiwan's technological significance, particularly in semiconductor manufacturing, which plays a crucial role in various industries, including artificial intelligence and military systems. #Taiwan #China #Semiconductors