Competitive Landscape of U.S. Chip Production

Looks like the EU is bringing down the hammer on Meta. Waymo’s next city is Washington DC. Napster continues to live! And it has a new owner! Maybe domestic chip production can be cost competitive? And what happens if Europe decouples from Silicon Valley?

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Links:

• European Union to slap Meta with fine up to $1B or more for breaching strict antitrust rules: sources (NYPost)
• EToro Files for IPO Showing Commissions Jumped 46% Last Year (Bloomberg)
• Waymo plans robotaxi launch in Washington, DC in 2026 (The Verge)
• Napster pioneered music sharing over 25 years ago. It just got bought for $207 million (CNBC)
• Producing wafers at TSMC Arizona is only 10% more expensive than in Taiwan: TechInsights (Toms Hardware)
• Trump’s Aggression Sours Europe on US Cloud Giants (Wired)

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