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03.07.25 - 13:45
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Trade Thaw: US Lifts Curbs On Ethane & Chip Design Software Exports To China (ZeroHedge)
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Trade Thaw: US Lifts Curbs On Ethane & Chip Design Software Exports To China
With just six days until President Trump's 'reciprocal' tariff pause ends worldwide, the Trump administration is accelerating efforts to secure trade deals with key countries. On Wednesday, Trump signed a new trade agreement with Vietnam, and emerging headlines in financial corporate media only suggest negotiations with China may also be gaining traction.
The first encouraging sign comes from a Bloomberg report stating that the Trump administration rescinded license requirements for ethane exports to China, allowing companies like Enterprise Products Partners and Energy Transfer LP to resume direct shipments without seeking additional approval.
The restrictions, introduced a few months ago, had disrupted US-China petrochemical trade, forcing tankers to reroute or idle. With the rollback, exports are expected to rebound to seasonal levels of 240,000 barrels per day in July.
In a series of notes, we've out...
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03.07.25 - 06:06
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Samsung to restart P5 fab construction after two years as AI semiconductor grows (Digitimes)
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After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements in high-bandwidth memory (HBM) and next-generation DRAM technologies, alongside strong market growth expectations for AI semiconductors over the coming years, Samsung is preparing to launch a new round of equipment investment in South Korea....
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03.07.25 - 05:42
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Tech war: US lifts export control of chip design software to China (SCMP)
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The US said on Thursday it had lifted export controls on certain chip design software to China, according to statements from Siemens, Synopsys and Cadence Design Systems.
Three of the world's largest electronic design automation (EDA) software developers have been informed by the US government that sales of their products to China would no longer require special approval, signalling a further easing of bilateral tensions.
San Jose, California-based Cadence said in an email that the US Bureau of......
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02.07.25 - 19:27
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US-Firma Lyten holt sich Northvolt-Fabrik in Polen (DPA-AFX)
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SAN JOSE (dpa-AFX) - Nach der Insolvenz des schwedischen Batterieherstellers Northvolt wird das große Werk in Polen von einer US-Firma übernommen. Die Produktion von Energiespeicher-Systemen in der Fabrik in Danzig solle umgehend wieder aufgenommen werden, ......
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