Hints and tips:
Related Special Reports
...The central government purchasing office this month also said limited purchases of Intel- and AMD-powered computers could continue, provided departments “comply with relevant management procedures”....
...However, the options for migrating to China’s alternative chip ecosystem under development are limited, leading some companies to turn to Nvidia’s less expensive gaming chips....
...But the global scramble for AI chips, particularly those made by US chipmaker Nvidia, has limited Abu Dhabi’s room to pivot away from Washington’s orbit....
...“People needed those assurances to buy, because they were hyper aware of [the legal] risk,” said one IP lawyer working on the issues....
...In October, an updated Chips act limited US sales of high-performance semiconductors and access to technology that “could fuel breakthroughs in artificial intelligence and sophisticated computers”....
...Institutions and, if a company agrees, employees who owned shares in the business they work for would be allowed to trade via the system, the person added....
...That explains what has become a lively trade in intellectual property....
...By contrast, trade secrets are by their very nature not disclosed to the public and are likely to be located in a limited set of countries, for example, those in which the product is manufactured....
...In other words, the US restrictions are adding friction and driving up China’s cost of computing power, the most limited resource in AI development today....
...At 30 times forward earnings, Nintendo trades at a premium to global gaming rivals....
...Time was when the bottlenecks in global trade were limited in number and obvious to all. In 1904, the British Royal Navy admiral Sir John Fisher declared: “Five keys lock up the world!...
...We would favour retention of the existing approach to IP exhaustion,” said William Bain, the BCC’s head of trade policy....
...its gang of allies is accordingly limited....
...So limited though the rules might seem, they do appear to give companies some confidence in trading....
...Even those western users that are not persistently reluctant to give up the internal combustion engine hit the twin problems of limited availability and non-affordability of domestically made electric vehicles...
...“[Tech concentration] has become an enormous issue that we have to grapple with in trade and an area where the trade disciplines, the trade representative and the antitrust enforcers have been thrown into...
...Vietnam is Cambodia’s second-largest trade partner behind China, and trade between the two neighbours exceeded $6bn in 2023....
...The warning from the trade body — which represents book, journal, audio and digital publishers worth about £7bn to Britain’s economy — reflects concerns that ministers will overlook the creative industries...
...The expiry of the deal on cars will also have a limited impact....
...But it had better luck before the International Trade Commission, a body set up more than a century ago to manage US tariffs....
...At 15 times forward earnings it trades at roughly double the valuation multiple of its UK peers....
...Its website blocks incoming traffic by IP address to abide by US regulatory controls and applies a $1000 lifetime value cap on customers the company has verified only by phone....
...Charted waters focuses on the limited impact of the Israel-Hamas conflict, as seen in the currency markets....
...As some of you might know, Annie and I have been closely tracking supply chain movements for years, particularly since the start of the US-China trade war....
...David Skilling, director of research at advisory firm Landfall Strategy Group, says “the absorptive capacity of the global economy is limited” and warns that “there’s going to be some real geopolitical blowback...
International Edition