US fabs to catch up with Taiwan tech

TSMC says future chip factories in the US will take two years or less to complete, a big step forward from the five years needed for its first Arizona plant. The goal is to narrow the technology gap with its cutting-edge Taiwanese fabs.

While the first US fab makes chips on a 4nm process, TSMC aims to start 3nm production in 2028 and reach 2nm ‘before 2030.’ This would bring American output closer to the most advanced nodes used in Taiwan.

For Apple, which relies heavily on TSMC, the move reduces geopolitical risks tied to China–Taiwan tensions. Critics, however, point out that all R&D remains in Taiwan, limiting the US’s chances of true semiconductor leadership.

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US airlines struggle as travel demand drops

Just months after predicting a booming future, US airlines are now grappling with economic uncertainty as rising tariffs and government spending cuts dampen travel demand. Consumers and businesses are cutting back on trips, forcing major carriers to lower profit forecasts for the first quarter.

The industry’s outlook for the rest of the year has also dimmed as fears of slow economic growth and high inflation persist.

The S&P 500 passenger airlines index has fallen 15% this year, with stocks of major carriers like Delta and United dropping around 20%. With demand slowing, airlines have begun reducing flight schedules to avoid fare cuts and protect profit margins.

Several airlines, including Delta, United, and American Airlines, have trimmed their April-to-June capacity, while United’s CEO has warned of further cuts if demand does not recover by late summer.

Adding to the industry’s woes, concerns over airline safety have surged, contributing to the travel slowdown. Meanwhile, US consumer confidence has plunged to a four-year low, and airfares posted their first year-on-year decline in six months.

While airlines remain hopeful that full-year earnings targets will hold, sustained weak demand during the peak summer season could force further adjustments.

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Trump weighs tariff cuts to secure TikTok deal

US President Donald Trump has indicated he is willing to reduce tariffs on China as part of a deal with ByteDance, TikTok’s Chinese parent company, to sell the popular short-video app.

ByteDance faces an April 5 deadline to divest TikTok’s US operations or risk a nationwide ban over national security concerns.

The law mandating the sale stems from fears in Washington that Beijing could exploit the app for influence operations and data collection on American users.

Trump suggested he may extend the deadline if negotiations require more time and acknowledged China’s role in the deal’s approval. Speaking to reporters, he hinted that tariff reductions could be used as leverage to finalise an agreement.

China’s commerce ministry responded by reaffirming its stance on trade discussions, stating that engagement with Washington should be based on mutual respect and benefit.

The White House has taken an active role in brokering a potential sale, with discussions centring on major non-Chinese investors increasing their stakes to acquire TikTok’s US operations. Vice President JD Vance has expressed confidence that a framework for the deal could be reached by the April deadline.

Free speech advocates, meanwhile, continue to challenge the law, arguing that banning TikTok could violate the First Amendment rights of American users.

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French tech giant bets on US expansion

Schneider Electric has announced plans to invest more than $700 million into its US operations over the next two years to support the rising energy demands driven by AI technology.

The French firm aims to boost manufacturing capacity and enhance the country’s energy resilience.

The expansion includes new and upgraded facilities across states like Texas, Ohio, and the Carolinas, with over 1,000 new jobs expected. Combined with previous spending, Schneider’s total US investment this decade will exceed $1 billion.

The move also comes amid ongoing trade tensions and tariff threats, which have prompted many global firms to shift production back to US soil.

Schneider says the investment marks a turning point for American industry, driven by AI’s rapid growth.

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Messaging app Signal sees rising popularity in US and Europe

Signal’s president, Meredith Whittaker, defended the app’s security after top US officials mistakenly included a journalist in an encrypted chat about military action in Yemen.

While not addressing the incident directly, Whittaker reiterated Signal’s status as the ‘gold standard in private communications’ and highlighted its open-source, nonprofit model. The app is widely used for its strong encryption, which protects both message content and metadata, unlike some competitors.

Signal has gained popularity in the United States and Europe as a more private alternative to WhatsApp. Data from Sensor Tower shows a 16% rise in US downloads in early 2025 compared to the previous quarter and a 25% increase year-on-year.

Whittaker previously criticised WhatsApp for collecting metadata, which she argued could reveal communication patterns. WhatsApp defended its practices, stating that metadata helps prevent spam and abuse while insisting it does not track personal messages for advertising.

The security lapse involving US officials has renewed debate over encrypted messaging platforms and their vulnerabilities. Signal’s strict privacy measures contrast with WhatsApp’s approach, which retains some metadata for security purposes.

As more users prioritise privacy, Signal continues to grow, with advocates praising its encryption technology and lack of corporate data collection.

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US report highlights China’s growing military capabilities

A US intelligence report has identified China as the top military and cyber threat, warning of Beijing’s growing capabilities in AI, cyber warfare, and conventional weaponry.

The report highlights China’s ambitions to surpass the US as the leading AI power by 2030 and its steady progress towards military capabilities that could be used to capture Taiwan.

It also warns that China could target US infrastructure through cyberattacks and space-based assets.

The findings, presented to the Senate Intelligence Committee, sparked tensions between Washington and Beijing. Chinese officials rejected the report, accusing the US of using outdated Cold War thinking and hyping the ‘China threat’ to maintain military dominance.

China’s foreign ministry also criticised US support for Taiwan, urging Washington to stop backing separatist movements.

Meanwhile, Beijing dismissed accusations that it has failed to curb fentanyl shipments, a key source of US overdose deaths.

The report also notes that Russia, Iran, and North Korea are working to challenge US influence through military and cyber tactics.

While China continues to expand its global footprint, particularly in Greenland and the Arctic, the report points to internal struggles, including economic slowdowns and demographic challenges, that could weaken the Chinese government’s stability.

The intelligence report underscores ongoing concerns in Washington about Beijing’s long-term ambitions and its potential impact on global security.

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Does Section 230 of the US Communication Decency Act protect users or tech platforms?

Typically, Section 230 of the US Communication Decency Act is considered to protect tech platforms from liability for the content provided. In a recent article, the Electronic Frontier Foundation argues that Section 230 protects users to participate in digital life.

The piece argues that repealing or altering Section 230 could inadvertently strengthen the position of big tech firms by removing the financial burden of litigation that smaller companies and startups cannot bear. Without these protections, smaller services might crumble under expensive legal challenges, stifling innovation and reducing competition in the digital landscape.

Such a scenario would leave big tech with even greater market dominance, which opponents of Section 230 seem to overlook. Additionally, the article addresses the misconception that eliminating Section 230 would enhance content moderation.

It clarifies that the law enables platforms to implement and enforce their standards without fear of increased liability, encouraging responsible moderation. EFF’s article argues that by allowing users and platforms to self-regulate, Section 230 prevents the US government from overreaching into defining acceptable speech, upholding a cornerstone of democratic values.

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US tightens controls on China’s tech sector amid security fears

The United States has added six subsidiaries of China’s leading cloud computing firm, Inspur Group, along with dozens of other Chinese entities, to its export restriction list.

Washington accuses the companies of aiding China’s military by developing supercomputers and advanced AI technologies. The move is part of a broader strategy to curb China’s progress in high-performance computing, quantum technology, and hypersonic weapons development.

Other companies from Taiwan, Iran, Pakistan, South Africa, and the UAE were also included in the latest restrictions. China has strongly condemned the US decision, calling it an attempt to ‘weaponise trade and technology.’

The Chinese foreign ministry has vowed to take necessary measures to protect its firms, while the Beijing Academy of Artificial Intelligence, which was also targeted, called for the restrictions to be withdrawn.

Companies added to the US Entity List require special licences to access American technology, which are unlikely to be granted. The restrictions could impact major Chinese tech firms linked to AI and computing, such as Huawei and Sugon.

The United States Commerce Department argues that these measures are necessary to prevent China and other countries from using American technology for military applications. Officials insist they will not allow adversaries to strengthen their military capabilities with US-made components.

The latest crackdown follows a 2023 decision to blacklist Inspur Group, which led to scrutiny of its business ties with major US chipmakers such as Nvidia and AMD. Washington also aims to block Iran’s procurement of drone and missile technology as part of its broader national security efforts.

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China warns US against ‘hegemonic thinking’

China’s foreign ministry has criticised the US for viewing China through a ‘hegemonic mentality’ after Washington labelled it the top military and cyber threat.

Ministry spokesperson Guo Jiakun accused the US of pushing the ‘China threat’ narrative as a means to contain and suppress the country.

The latest exchange highlights ongoing tensions between the two global powers, particularly over security, technology, and military influence. Beijing has consistently rejected US claims regarding cyber espionage and military expansion, arguing that such accusations are politically motivated.

Relations between China and the US have remained strained, with disputes spanning trade, Taiwan, and cybersecurity.

Despite diplomatic efforts to stabilise ties, the two nations continue to challenge each other’s policies and strategic moves on the global stage.

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PsiQuantum targets functional quantum machine by 2029

Quantum computing firm PsiQuantum is reportedly raising at least $750 million in a new funding round led by BlackRock, pushing the startup’s pre-money valuation to $6 billion.

The round remains ongoing, but it signals strong investor confidence in PsiQuantum’s ambitious timeline to deliver a fully functional quantum computer by 2029, or sooner.

The US, California-based company uses photonics and semiconductor techniques to produce quantum chips in partnership with GlobalFoundries at a facility in New York.

It has also secured collaborations with the governments of Australia and the US to build quantum computers in Brisbane and Chicago.

The Chicago project will anchor the new Illinois Quantum and Microelectronics Park, marking a major milestone in the commercialisation of quantum technologies.

PsiQuantum faces stiff competition from tech giants like Google, Microsoft, Amazon, and Nvidia, all of whom are making significant strides in quantum research.

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