Section
Semiconductors
The latest Semiconductors coverage from Bullquill: sourced, dated and explained.
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Helium critical material: DOE adds gas, citing chipmaking
DOE says helium cannot be replaced in semiconductor manufacturing, leak testing of gas infrastructure and quantum computing. The move follows curtailed Qatari exports and Russia's new helium export licensing.
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COINS Act proposed rule would ban US investment in China AI firms
Treasury's proposed rule under the COINS Act adds hypersonics, supercomputing and biotech to the outbound investment program, turns AI deals into an outright ban, and says Venezuela no longer qualifies. Comments are due December 7.