semiconductors Archives

Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

by Meghan Pallardy | Dec 21, 2023 | Insights, Special Reports, Technology, Media & Telecommunications (Insights), Trade (Insights)

By Ian Tang Introduction Capstone believes US-China tensions pose notable underappreciated risks in the upcoming election year for microelectronics manufacturers and platforms selling consumer goods made in China, despite a more stable US-China relationship...

Biden’s Restrictions on Investment into China Is Just the Start of Chinese Investment Risk

by Meghan Pallardy | Aug 15, 2023 | Insights, National Security (Insights), Technology, Media & Telecommunications (Insights)

August 9, 2023 By Elena McGovern, Daniel Silverberg, and Thomas P. Feddo What’s the News: The Biden Administration released its long-awaited Executive Order (EO) today, August 9th, 2023, titled “Addressing United States Investment in Certain National Security...

Competition, Cybersecurity, Crypto, and More Sci-fi: The Quickly Evolving World of Tech Policy

by Hallie Ryan | Aug 7, 2023 | Insights, Technology, Media & Telecommunications (Insights)

August 7, 2023 By J.B. Ferguson, Global Head of Tech, Media, and Telecom Policy From US-China tech tension and the crypto regulatory reckoning to emerging stories ripped straight from the pages of sci-fi novels, 2023 has featured several persistent and emerging tech...

2023 Chinese Tech Preview: China’s Heavy Hand a Boon to Innovation in the State

by Hallie Ryan | Jan 20, 2023 | Insights, Special Reports, Technology, Media & Telecommunications (Insights)

Continued State Involvement in Tech, a Boon for Chips and Computing, Remains Underappreciated By Gabe Armstrong-Scott, JB Ferguson, and Ian Tang January 11, 2023 Capstone believes heavy-handed state regulation of China’s tech industry is here to stay, despite broader...

Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

Biden’s Restrictions on Investment into China Is Just the Start of Chinese Investment Risk

Competition, Cybersecurity, Crypto, and More Sci-fi: The Quickly Evolving World of Tech Policy

2023 Chinese Tech Preview: China’s Heavy Hand a Boon to Innovation in the State

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