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Think Tank
High-Tech/Electronics: Page 16
Swiss Watchmakers Sound Upbeat on U.S. as Long as Stocks Last
The scale of Trump’s tariff on Switzerland shocked the government in Bern, which had expected a levy similar to the 15% negotiated by the European Union.
Hundreds of Workers Detained at Georgia EV Battery Plant Immigration Raid
Hyundai Motor Company said it was aware of the incident at the HL-GA Battery Company construction site and was "working to understand the specific circumstances."
India and Singapore Deepen AI, Chips Ties as U.S. Tariff Risks Grow
The two nations signed agreements spanning sectors from shipping to civil aviation, and plan to collaborate on state-level skill centers to meet industry demand.
U.S. Pulls TSMC’s Waiver for China Shipments of Chip Supplies
The policy change jeopardizes the China operations of some of the most important companies in the semiconductor sector, hailing from two chipmaking powerhouses that are also U.S. allies.
U.S. Tariff Uncertainty Delays the Economic ‘Power’ Lutnick Predicted
The judges let the levies stay in place while the case proceeds, threatening to freeze corporate investment decisions until the cost of tariffs are clearer.
U.S. Will Benefit Little from Chip ‘Export Tax,’ Economic Advisory Firm Says
Oxford Economics estimates that the proposed levy would raise at most around $1.5 billion, which is "trivial" compared to a U.S. budget deficit of over $2 trillion.
Report: Supply Chain Costs Soon to Exceed Inflation by 7%
Kearney's report
projects that inventories stockpiled ahead of tariff deadlines are now being depleted, forcing companies to restock at higher prices.
U.S. Geological Survey Proposes Critical Status for Copper and Potash
The copper industry has been loudly pushing for critical-mineral status to reflect the metal’s importance to the economy and national security.
Trump Concedes Lower Tariffs for EU Pharma, Semiconductors
The EU will first have to pass legislation reducing U.S. export tariffs to zero in order to get the 27.5% tariffs on car exports reduced to 15%.
Trump Admin Weighs Plan to Take 10% Stake in Intel
Such a move would represent one of the most significant government interventions in a U.S. company since 2008's rescue of the auto industry.
Bank Stands by Predictions that U.S. Consumers Will Bear Majority of Tariff Burden
The latest Producer Price Index, seen as a potential bellwether for the prices consumers may see in the months ahead, jumped 0.9% from June, lifting the annual rate to 3.3%.
DoD to Loan $150M to U.S. Rare Earth Miner MP Materials
This comes after the DoD agreed to buy $400 million worth of preferred stock in MP Materials in mid-July.
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