#ChipStrategy — Bluesky Posts

@aleembaigmirza.bsky.social

3 hours ago

Microchips and Macro Power - Rethinking Pakistan's Chip Strategy - CommandEleven The character of warfare is undergoing a profound transformation. Modern battlefields are no longer defined solely by tanks, fighter jets, or missile systems; they are increasingly shaped by algorithm...

- Microchips and Macro Power – Rethinking Pakistan's Chip Strategy

#ArtificialIntelligence #QuantumComputing #TechnologicalSovereignty #Semiconductors #MicroChips #ChipStrategy #TechnologyDiplomacy #TechnoGeopolitics #NationalSecurity #SemiconductorSupermacy

commandeleven.com/artificial-i...

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Profit Trading USA

@profittradingusa.bsky.social

6 months ago

Has Trump’s "Chip for Rare Earth" strategy backfired? Investing.com -- President Trump’s attempt to use U.S. chip concessions to gain leverage over China’s rare earth exports has stumbled, with Beijing moving decisively to block the intended trade-off. The initiative to lift the ban on downgraded U.S. AI chips, such as Nvidia’s H20, in hopes of securing looser rare earth export controls “has backfired, as China has already banned H20 purchases ‘until further notice’,” Jefferies analysts said in a note. “The ‘chip for rare earth’ strategy failed,” they stressed. Media reports and industry checks show that Chinese companies have stopped procurement of H20 and other downgraded U.S. AI chips, and Nvidia (NASDAQ:NVDA) has suspended related packaging and server production. As a result, “in the near term, NVDA will not be able to generate any AI chip revenue from China, likely until the U.S. and China come to an agreement on trade,” Jefferies team led by Edison Lee wrote. The breakdown highlights Beijing’s strategic priorities. Rather than seeking access to more advanced U.S. AI chips, China appears more focused on securing advanced wafer fab equipment (WFE) needed to scale domestic semiconductor production. Analysts believe that “the simple reason is that China’s long-term goal is to make its own AI chips, thereby eliminating dependence on U.S. tech.” They added that U.S. restrictions on WFE—particularly in critical areas such as lithography and metrology—remain a major obstacle for China’s foundries. While complete relaxation of controls on WFE is seen as highly unlikely, partial adjustments—particularly if Washington eases pressure on allies Japan and the Netherlands to enforce restrictions—could prove a “deal maker.” 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Such a move would also have significant market implications. With China already accounting for about 40% of global WFE capital expenditures, Jefferies argued that an easing of restrictions “would likely reverse the market’s bearish outlook for global WFE demand in 2026.” “We believe this could be the most significant unexpected event for investors who, like us, are generally cautious on WFE demand in the second half of 2025 and 2026,” the analysts said. Trade data underscores China’s reliance on semiconductors. In 2024, the country’s semiconductor imports totaled $387 billion, surpassing even its oil imports at $323 billion. Meanwhile, WFE imports were only $34 billion. Despite efforts to build a self-sufficient chip ecosystem, China’s semi trade deficit rose 6% year-on-year to $227 billion. For now, Trump’s gambit has left Nvidia shut out of the Chinese AI chip market and underscored the leverage China holds with rare earths. At the same time, the standoff reinforces Beijing’s determination to reduce its dependence on U.S. technology by prioritizing tools over chips. Is NVDA part of an AI-powered winning strategy? ProPicks AI evaluates NVDA alongside thousands of other companies every month using 100+ financial metrics. Using powerful AI to generate exciting stock ideas, it looks beyond popularity to assess fundamentals, momentum, and valuation. The AI has no bias—it simply identifies which stocks offer the best risk-reward based on current data with notable past winners that include Super Micro Computer (+185%) and AppLovin (+157%). Want to know if NVDA is currently featured in any ProPicks AI strategies, or if there are better opportunities in the same space?

Click Subscribe #Trump #RareEarth #ChinaTrade #ChipStrategy #USChinaRelations

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FPL JimBob

@fpljimbob.bsky.social

7 months ago

Chip Chat | When to Bench Boost? When to Wildcard?| GWs 1-19 Often the BB chip flatters to deceive, offering juicy additional points at the cost of unwanted wrangling of one’s team into a 15 man starting squad as opposed to the usual 11 man team with 1…

Often the most disappointing of #FPL chips, the #BenchBoost can be tricky to manoeuvre. Find suggestions in my article below.

I'm currently planning BB17, WC18/19 using the AFCON chip as a mini WC. What are your chip plans?

jimbobwrites.wordpress.com/2025/08/07/c...

#FPLcommunity #chipstrategy

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@elmerpalace.bsky.social

10 months ago

Tariffs fallout: The US will struggle to take on Asia over chips America is trying to create a chip industry through isolation and protectionism, when what allowed it to emerge in Asia is the opposite: collaboration

Tariffs fallout: The US will struggle to take on Asia over chips

#USA #Tariffs #DonaldTrump #Technology #ChipStrategy #BBC

www.bbc.co.uk/news/article...

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FPL Beatnik

@fplbeatnik.bsky.social

11 months ago

Squad for 30 & 31 seemed alright, so landed on this #chipstrategy this year:
WC32 (3xNUFC, 3xCP)
TC33 Saka (ips,CRY)
FH34
BB36
As a lass called Stevie once said ‘you can go your own way’. #FPL

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FPL Yellow Army (Roberto)

@robertohollis9.bsky.social

1 year ago

a man in a suit and tie is standing in front of a wall with papers on it . ALT: a man in a suit and tie is standing in front of a wall with papers on it .

With Newcastle potentially not having a double in #GW33 now, Wildcard 31, Bench Boost 32, Free Hit 33, could be on, or alternatively Bench Boost 32, Wildcard 33, Free Hit 34! 🔥

With regards to Triple Captain, who the heck knows… 🤣

#FPL #FPLCommunity #ChipStrategy #FantasyFootball

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FPLGoonerJen

@fplgoonerjen.bsky.social

1 year ago

1st year of playing FPL so trying to get my head round these chips lol When is the best time to play Bench boost ? A DGW for a lot of teams I would presume but when is that ? Please help lol #fpl #chipstrategy #benchboost

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FPL_SND

@fplsnd.bsky.social

1 year ago

There's a small possibility that GW25 becomes a DGW (Spurs & Ful) and it depends wholly on Spurs 🙄
If that happens then AM should be the best chip for GW24. It'll enable you to get 5 matches with the AM chip and this AM can become the most powerful chip 💪
#FPL #Dilemma #ChipStrategy

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