tariff war

The Semiconductor War, Not a Tariff War

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Over the weekend, there was widespread discussion about the new round of tariff wars. I found that most people are not concerned about what actually happened, but rather two things: how much the market will drop on Monday; and whether they should increase their positions. The problem is, if we don’t carefully study what happened, … Read more

The US-China Tariff Dispute Benefits Domestic Chip Substitution

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The US-China Tariff Dispute Benefits Domestic Chip Substitution

Recently, the escalating US-China tariff war has become the core battleground of the economic strategic game between the two countries.In the short term, the US-China tariff war will accelerate the decoupling of technology and industrial chains, impacting domestic manufacturers that rely on US technology and chips. In the long run, the tariff war is beneficial … Read more