Reading List 07/04/26
2 days ago
- Fixed-rate mortgages share similarities with rent control, such as protecting current homeowners and discouraging moves, but do not hinder new housing supply.
- Around 1 in 7 US homeowners lack homeowners insurance, highlighting a significant coverage gap.
- Taiwan is cracking down on smuggling AI chips into China, with raids on Super Micro Computer affiliates linked to Nvidia chips.
- Ford rehired quality inspectors after attempting to replace them with AI, showing limits of automation.
- Sony will stop producing physical PlayStation discs by 2028, marking a shift to digital.
- The US denied Polestar permission to sell cars in the US from 2027, despite shifting production to South Carolina to avoid tariffs.
- China is building a factory for personalized cancer vaccines using AI, with production of LK101 targeting individual tumor DNA.
- Car companies are switching to aluminum wiring due to rising copper costs.
- South Korea plans $1 trillion investment in memory chip fabs and humanoid robots, aiming to double DRAM production.
- Micron's memory chip fab in New York faces delays from endangered bat habitats, requiring winter-only tree clearing and $1 million in bat protection.