Reva Goujon

“As the tenor of the global AI race grows existential, the high-stakes wagers of tech titans and world powers risk geopolitical combustion,” writes @RevaGoujon. foreignaffairs.com/united-states/…

Tensions are escalating in the US and China chip war. The US is reportedly weighing a ban on a Chinese-made router that is in millions of American homes. Rhodium Group director @RevaGoujon to discuss the outlook for chips going into 2025:

$INTC “is the biggest recipient of CHIPS Act funding,” Rhodium Group director @RevaGoujon says, adding: “Intel, as we've seen, also has some very big challenges internally and being able to deliver on its production pledges.”

Cue Beethoven’s Ode to Joy. That was…Utterly. Everything. Bravo @SpaceX.

My colleague @cvest88 updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...rhg.com/research/us-ch…

In our latest @rhodium_group report on US-led tech controls, @JPKleinhans, Laura Gormley & I delve into the China legacy chip debate: what does the data show, what are the policy pathways, and how will US partners respond. Welcome your feedback! rhg.com/research/thin-…

Chinese outbound EV investment surged in 2022 and 2023. @RevaGoujon @Armd_meyer and I analyze what this means and what we expect going forward in a new @rhodium_group study. Read here: rhg.com/research/pole-…

Data security merging with ICT cybersecurity concerns in the IoT world. This is a very. big. deal. Latest here on the implications of new data security rules and ICTS investigation into connected vehicles @rhodium_group rhg.com/research/shut-…

👀 geopolitical game of chicken being played out over oil rich Guyana as Venezuela uses referendum to assert claim over Essequibo. A reminder that economic chaos won’t necessarily deter territorial gambits .. bbc.com/news/world-lat…

USCIS data show O-1A (extraordinary talent) visas awarded in the first year of revised guidance jumped 30%, to 4570, and held steady in FY23. STEM EB-2 visas approved in 2022 also steady after “national interest” waiver shot up by 55% over 2021, to 70,240 science.org/content/articl…

Middle power balancing 👀 Singapore's big tender for data centers went to 2 Chinese-backed and 2 US-backed companies - US data center operator Equinix, CN rival GDS, Microsoft, and consortium with ByteDance. Australian operator AirTrunk asia.nikkei.com/Spotlight/The-… via @NikkeiAsia

It was a delight, as always, to slog through these explosive little details with @JPKleinhans. Welcome your feedback, as always. More to come from us in this running tech controls series. /end

And perhaps the ultimate question: is US faith in diplomatic guardrails to manage this tech escalation premature? It's going to take more than the upcoming Xi-Biden APEC summit to find out... 8/

Ahead of Xi-Biden #APEC mtg, US goes all in with another hard-hitting package of chip controls targeting China. @JPKleinhans of @snv_berlin and I break down the most remarkable provisions and strategic implications in our latest @rhodium_group note rhg.com/research/all-i… 1/ 🧵