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Newsletter Q1 2025

This edition explores key global shifts — from new tariffs, to the rise of AI, SDVs, and largescale EV manufacturing in Asia.

Great news in the world of semiconductors!

The German cartel office has given the green light for Bosch, Infineon Technologies, and NXP Semiconductors to acquire stakes in TSMC’s new semiconductor plant in Dresden, Germany. Each of these renowned companies is set to…