More than halfway through its incentives spending, the US will have far greater scope to manage shocks
Read MoreThe oversupply of certain types of semiconductors is going to be a problem this year
Read MoreThe U.S. government’s efforts to stop Russia and China from using American equipment to boost their defense sectors have resulted in tough rules — but leaky enforcement. As a result, American-made tools keep turning up in Russian missile factories and in Huawei’s supply chain. With war in Europe and China threatening its neighbors, that’s just not good enough.
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