First Nvidia, now AMD: Trump trade turmoil threatens $800M in China chip sales Turns out Nvidia's not the only chip shop caught in the crossfire of Trump's tit-for-tat trade battle with China. AMD revealed Wednesday it expects to book a charge of $800 million — about 16 percent of the House of Zen's Instinct revenues for fiscal 2024 — for inventory in shipments of its Instinct MI308 AI accelerators to …
I have written several times about "America First" is another way of saying "Everyone else last". What the world needs is an "America Last" program - not buying anything from the USA or American brands unless there is absolutely no alternative.
Boeing, for example, can exist solely in the USA. Every other country can buy Airbus, Embraer, or even the up and coming Comac. It will take time to transition away from Boeing for some airlines, but the sooner they start the better.
Nike? Forget it. McDonald's? Forget it. Burger King? Forget it. KFC, Five Guys, Papa John's, ... Who needs them?
Then there's Gap, Nike.
This is not hyperbole. America started this trade war, which is not actually a trade war but a war of world domination. Just not buying American is a very good option for the rest of the world. It's not enough for the USA to remove the tariffs now. It has shown its true intentions, and needs to be confronted.
Reports of shipments into the US peaked in Q1 suggesting non-US vendors and their importers had anticipated tariffs? How come the likes of AMD & Nvidia didn't, even even park them in warehouses in Canada if not further afield?
Whatever, it's a peculiar way to encouraging manufacturing in the US.
ASML sells all that nice expensive litho to the new US factories... cashes the cheque then waits a little.
Just before they golive with the new US factory, due to EU National Security reasons, ASML can't provide any ongoing support to the litho.
As we know, that would make the factories dead ducks as without the ongoing support that only ASML can provide, the systems go out of spec and yields crash.
A nice FU to Uncle Donald.
In relation to US product boycotts, the only thing in my life (and that of my wife) that is US branded is Coke-Cola but I am trying to give up the addiction.
All my computers I buy are always "A grade" 2nd hand (and would be made in china anyways), we have never had any subs like netflix, disney+ etc, don't in fact watch any TV, don't do movies, never had/buy amazon, LInux is the only OS we run, use startpage/duckduck/startmail, use dumb Chinese made mobile phones, don't have shit like facebook, twitter etc.
We do have Qobuz (french) as a music streaming service and buy local for food and general consumables as well.
We are about as far away from a modern consumer as you can get.....if I could just give up Coke......
Bluck
The Register 
Biting the hand that feeds IT
Copyright. All rights reserved © 1998–2025
