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Tuesday, 3 January 2023

Research: 35+ companies have pledged ~$200B for chip-related manufacturing projects in the US since spring 2020 across 16 states and 23 new chip factories (New York Times)

New York Times:
Research: 35+ companies have pledged ~$200B for chip-related manufacturing projects in the US since spring 2020 across 16 states and 23 new chip factories  —  Amid a tech cold war with China, U.S. companies have pledged nearly $200 billion for chip manufacturing projects since early 2020.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

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