Good news everybody: a new #chips paper! Julia Christina Hess and I read through a ton of PDFs to figure out, what exactly #governments want to do in those #partnerships. No matter if its TTC, IPEF, G7, JUCIP, iCET - if they talk about chips, we covered it. stiftung-nv.de/sites/default/…

Had the absolute pleasure to sift through #US #export #controls on #AI #chips and #lithography with Reva Goujon. We're not the first, but hope to shed some new light onto this beast. Check it out here: rhg.com/research/all-i… and let us know what you think. 🤙 Cheers. ☕️

Ahead of Xi-Biden #APEC mtg, US goes all in with another hard-hitting package of chip controls targeting China. JP Kleinhans of @snv_berlin and I break down the most remarkable provisions and strategic implications in our latest Rhodium Group note rhg.com/research/all-i… 1/ 🧵

Q to #finance crowd: How do you analyze regional rev shares of corps? I'm going thru 10-Q/slides, copy/paste to XLS and then doing it by hand? ChatGPT not reliable for this. But it's 2023, I can't imagine y'all do that by hand!? cc Dylan Patel Fabricated Knowledge siliconmemes

ASML wordt verder meegesleept in de chipstrijd tussen de VS en China, tot frustratie van Veldhoven. Waarbij de houding van Washington ten opzichte van Den Haag opvalt. Met duiding van @bensonel en JP Kleinhans. nos.nl/artikel/249769…

🧐 To all the curious nerds out there: We are looking for a new (student) team member who helps us building up a new workstream at the intersection of #Sustainability and #Chips : stiftung-nv.de/de/news/job-ad…