China / #china


US faces supply shock as China’s rare earth controls tighten global dependency

April 15, 2025, 7:58 am

New export controls imposed by China on critical rare earth elements have raised alarm bells in the United States, spotlighting a strategic vulnerability in its defense and technology sectors. Analysts warn that the struggle to secure alternative sources could undermine crucial military and industrial production capabilities. This scenario underscores the risks associated with heavy reliance on Chinese imports and fuels calls for boosted domestic production.

Reddit: r/NoShitSherlock

cnbc.com / U.S.' inability to replace rare earths supply from China poses a threat to its defense, warns CSIS

zerohedge.com / The US Relies Heavily On Rare Earth Imports From China


3 stories from 3 sources in 2 hours ago ... #semiconductors #data-visualization #china #defense-tech +


Trump’s Tariffs Disrupt Chip Markets, Prompt Industry Impact Assessment

April 15, 2025, 4:20 am

Two news reports detail how President Trump’s imposed tariffs are disrupting specific segments of the semiconductor industry. One report highlights that Chinese chip traders have reportedly halted price quotes due to the uncertainty generated by these tariffs, while the other explains that Taiwanese officials are assessing the potential impacts on their chip industry. Both narratives reveal immediate concerns within the chip market as industry players reevaluate competitive strategies and pricing structures in response to stringent trade measures.

appleinsider.com / US launches semiconductor probe to explain away tariff exemptions

androidheadlines.com / Trump will unveil chip tariffs over the next week

winbuzzer.com / Chinese Chip Traders Freeze Price-Setting on AI Chips Amid Political Uncertainty by US Tariffs and Export Bans

techinasia.com / Trump’s tariffs: Chinese chip traders said to halt price quotes

techinasia.com / Trump’s tariffs: Taiwan to assess chip industry impact


5 stories from 4 sources in 6 hours ago ... #tech-policy #chips #semiconductors #china #hardware +


Tariff Exemptions Fuel Tech Giants’ Growth and Workforce Expansion

April 14, 2025, 11:15 pm

Two news pieces report on the economic impact of newly announced tariff exemptions that have significantly benefited key technology companies. One article highlights Apple’s surge to a $3 trillion market cap, attributing much of its financial boost to tariff exemptions that saved billions. In a parallel development, Foxconn resumed iPhone hiring in China immediately following similar tariff policy changes. Both accounts underscore how strategic tariff relief is triggering decisive operational adjustments and growth in the tech supply chain.

androidheadlines.com / Trump boasts how he helped Apple with tariff pivots

theregister.com / South Korea reports tech exports surged ahead of Trump tariffs

techinasia.com / Apple remains committed to invest despite tariffs: ID gov’t

techinasia.com / Apple’s market cap hits $3t as tariff exemptions save billions

techinasia.com / S Korea raises chip aid to $23.3b as US plans new tariff rates

techinasia.com / IPhone shipments up 10% as tariff fears rise

cnbc.com / South Korea announces over $23 billion for chip sector as Trump tariffs on semiconductor imports loom

techinasia.com / Foxconn resumes iPhone hiring in China after tariff exemptions


8 stories from 4 sources in 11 hours ago ... #hardware #mobile-tech #apple #china #semiconductors +


Lime Battery Recycling Pact with Redwood Materials

April 14, 2025, 5:20 pm

Lime has partnered with Redwood Materials to recycle batteries from its shared scooter and e-bike fleet. Under this initiative, used batteries will be sent for recycling to recover critical minerals such as lithium, cobalt, nickel, and copper, thereby reducing waste and bolstering sustainability. The project aims to improve resource efficiency in the battery supply chain while addressing environmental concerns associated with micromobility battery disposal in urban areas. This recycling collaboration is set to ensure a more sustainable lifecycle for batteries, aligning with broader environmental and circular economy goals.

techcrunch.com / Lime’s scooter and ebike batteries will be recycled by Redwood Materials

gizmodo.com / Redwood Materials Will Recycle Lime’s Batteries as China Withholds Key Metals


2 stories from 2 sources in 17 hours ago ... #climate #startups #innovation #china +


Trump tariffs shake tech investments and semiconductor policies

April 14, 2025, 10:20 am

Multiple stories report on President Trump’s evolving tariff policies aimed at reshaping the U.S. electronics and semiconductor landscape. Announcements indicate plans to impose new chip tariffs while also witnessing abrupt policy shifts that have left IT projects in limbo. The discourse spans expectations of stricter measures affecting tech manufacturing investments alongside industry concerns over uncertainty. This cluster emphasizes the administration’s broad impact on technology and trade, highlighting divergent viewpoints and resulting market disruptions.

Bluesky: @appleinsider.com, @appleinsider.com

zerohedge.com / Can The Work Ethic Make A Return?

techinasia.com / Taiwan stocks may rebound on US tariff exemptions

macrumors.com / Trump Planning Semiconductor Tariffs That Will Impact Apple, No One 'Getting Off the Hook'

bgr.com / Trump’s tariffs might ruin the iPhone 17 Air for me

zerohedge.com / No, A 50% Tariff Doesn't Mean A 50% Price-Hike

androidheadlines.com / Legal battle erupts as Trump tariffs face challenge from US businesses

zerohedge.com / China Would Lose A 'Trade War' With The US... "Gradually, Then Suddenly"

cnbc.com / Apple regains $3 trillion market cap after Trump exempts tariffs on iPhones

zerohedge.com / "Things Are Breaking 'Out There'..."

zerohedge.com / Art Of The Deal

techcrunch.com / Chinese marketplace DHgate becomes a top US app as trade war intensifies

appleinsider.com / China escalates US tariff war by halting rare earth mineral exports

cnet.com / How Much Could Tariffs Increase iPhone Prices? We Do the Math

tomshardware.com / Trump says new chip tariffs will be announced next week

androidheadlines.com / Trump Flip-Flops on Electronics Tariffs — Chipsets and Pharma Could Be Next

theregister.com / Trump's tariff turmoil leaves IT projects in deep freeze

techspot.com / Trump plans new tariffs on semiconductors, promises flexibility for some companies


19 stories from 13 sources in 24 hours ago ... #hardware #semiconductors #tech-policy #chips #it-security +


Apple iPhone Fold Leak: Under-Screen Camera and Display Resolutions

April 14, 2025, 8:20 am

Recent leaks about Apple’s foldable iPhone have converged on details of its dual-display design and under-screen camera innovation. Multiple reports reveal that the inner display will be around 7.76 inches with high-resolution specifications and a crease‐free technology, while the outer display is said to feature a distinct resolution with a punch‐hole style camera. These insights suggest that Apple is investing heavily in advanced foldable design features, setting clear expectations among industry observers as the company refines its concept ahead of a future launch.

cnet.com / Apple's Folding iPhone Rumored to Have Face ID Embedded in Screen

androidheadlines.com / Foldable iPhone could be inspired by Samsung in a key feature

bgr.com / iPhone Fold display leak claims it has an under-screen selfie camera

appleinsider.com / New iPhone Fold leak details screen resolutions & under-display camera

macrumors.com / Foldable iPhone Resolutions Leak With Under-Screen Camera Tipped


5 stories from 5 sources in 26 hours ago ... #hardware #mobile-tech #apple #china #innovation +


Apple iPhone 16e Boosts Global Market Leadership in Q1

April 14, 2025, 8:20 am

Separate reports indicate that Apple captured the top position in global smartphone shipments during Q1, buoyed primarily by strong demand for the iPhone 16e. Detailed market analyses show that the iPhone 16e helped secure nearly 19% share worldwide, outperforming competitors despite flat or declining sales in key mature markets. The reports emphasize the model’s popularity in emerging regions, driving Apple’s renewed global dominance.

Bluesky: @appleinsider.com

zerohedge.com / Apple Overtakes Rivals To Lead Global Smartphone Market In Q1 Milestone

appleinsider.com / Apple leads global smartphone market as iPhone 16e boosts sales

macrumors.com / iPhone 16e Helps Apple Take Q1 Top Spot in Global Smartphone Market


4 stories from 4 sources in 26 hours ago ... #hardware #mobile-tech #apple #china #innovation +


Tech Stocks Surge on U.S. Tariff Exemptions Boost

April 14, 2025, 3:20 am

Two separate news pieces highlight the boost in technology stocks following a U.S. tariff exemption. They note that prominent companies, including Apple and its suppliers, experienced significant gains as investors reacted positively to the tariff reprieve. Both reports underline the market’s favorable response and suggest that the policy relief is driving overall financial optimism in the tech sector.

Bluesky: @appleinsider.com

appleinsider.com / Trump confirms he reduced tariffs to help Tim Cook

appleinsider.com / AAPL opens market at highest price since Trump tariff bombshell

zerohedge.com / Apple Races To Boost iPhone Production In India, Vietnam As Trump Pauses Tariffs

zerohedge.com / Futures Rise, Dollar Slides After Tech Tariff Pause

androidheadlines.com / Trump administration says smartphone tariff exclusions are temporary

wsj.com / Clouds Part Over Apple’s Stock—for Now

techinasia.com / Apple leads tech stock gains after US tariff exemptions

wsj.com / Asian Tech Stocks, Apple Suppliers Rise After U.S. Tariff Reprieve


9 stories from 6 sources in 31 hours ago ... #hardware #semiconductors #apple #china #mag7 +


US-China Tariff Policy Shift Spurs Trade Reset Debate

April 13, 2025, 1:20 pm

Recent developments in U.S. trade policy have led to a pronounced pivot in tariff measures, particularly in relation to China. Detailed analyses reveal that the administration has reduced reciprocal tariffs to 10% and imposed a 90‑day pause on further adjustments—with significant exemptions for critical tech products—while explicitly excluding China from these benefits. Prominent figures such as Peter Thiel have voiced support for a drastic reset in U.S.-China trade relations, framing the move as part of a broader strategy to negotiate more balanced economic ties amid escalating trade tensions.

Bluesky: @verge-poster.bsky.social, @theverge.com, @appleinsider.com

techinasia.com / Japan PM to push US for tariff removal

techinasia.com / Trump to announce semiconductor tariffs next week

techinasia.com / Trump’s tariff exemptions may ease China’s economic pain

techinasia.com / Taiwan’s tech stocks rise on US exemptions, TSMC drops

zerohedge.com / Escobar: Why China Won't Call The "Tariff-Wielding Barbarian"

zerohedge.com / "Widespread Freezes": Trump's Tariff Blitz Sends US Import Bookings Crashing, Global Supply Chains Crack

zerohedge.com / There's Nothing Free About 'Free Trade'

zerohedge.com / Trade War? Policy Pivot?

zerohedge.com / Peter Thiel Backs Trump's Trade Revolution Targeting China


12 stories from 3 sources in 45 hours ago ... #ai #venture-capital #tech-policy #china #semiconductors +


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