Reva Goujon

Making sense of the world; Corporate advisory and analysis @Rhodium_Group; Public speaker and writer on geopolitical risk

[Foreign Affairs @ForeignAffairs]

“As the tenor of the global AI race grows existential, the high-stakes wagers of tech titans and world powers risk geopolitical combustion,” writes @RevaGoujon.
https://t.co/UMLipbKscl

[Yahoo Finance @YahooFinance]

Tensions are escalating in the US and China chip war.

The US is reportedly weighing a ban on a Chinese-made router that is in millions of American homes.

Rhodium Group director @RevaGoujon to discuss the outlook for chips going into 2025:

[Yahoo Finance @YahooFinance]

$INTC “is the biggest recipient of CHIPS Act funding,” Rhodium Group director @RevaGoujon says, adding: “Intel, as we've seen, also has some very big challenges internally and being able to deliver on its production pledges.”

[Reva Goujon @RevaGoujon]

Cue Beethoven’s Ode to Joy.

That was…Utterly. Everything.

Bravo @SpaceX.

[Reva Goujon @RevaGoujon]

My colleague @cvest88 updated our 301 analysis now that we have the HS codes. Some notable carveouts (see critical materials, in particular), which could well inspire China's retaliatory target list...https://t.co/jNWc9lqg53

[Charlie Vest @cvest88]

Last week we published our best guess of what imports from China would be covered by the new 301 tariffs while we waited for the codes from USTR. USTR issued those codes yesterday, and we’ve updated our research note. A few things jump out.

[Reva Goujon @RevaGoujon]

In our latest @rhodium_group report on US-led tech controls, @JPKleinhans, Laura Gormley & I delve into the China legacy chip debate: what does the data show, what are the policy pathways, and how will US partners respond. Welcome your feedback!
https://t.co/ecK9kPtolM

[Gregor Williams (Sebastian) @gregor_seb]

Chinese outbound EV investment surged in 2022 and 2023. @RevaGoujon @Armd_meyer and I analyze what this means and what we expect going forward in a new @rhodium_group study. Read here: https://t.co/ao4jgqxOAb

[Reva Goujon @RevaGoujon]

Data security merging with ICT cybersecurity concerns in the IoT world. This is a very. big. deal.

Latest here on the implications of new data security rules and ICTS investigation into connected vehicles @rhodium_group
https://t.co/a359YjiqCN

[Reva Goujon @RevaGoujon]

👀 geopolitical game of chicken being played out over oil rich Guyana as Venezuela uses referendum to assert claim over Essequibo.
A reminder that economic chaos won’t necessarily deter territorial gambits .. https://t.co/ANJRIu7RLJ

[Reva Goujon @RevaGoujon]

USCIS data show O-1A (extraordinary talent) visas awarded in the first year of revised guidance jumped 30%, to 4570, and held steady in FY23. STEM EB-2 visas approved in 2022 also steady after “national interest” waiver shot up by 55% over 2021, to 70,240 https://t.co/Hf2JyKDw2i

[Reva Goujon @RevaGoujon]

Middle power balancing 👀
Singapore's big tender for data centers went to 2 Chinese-backed and 2 US-backed companies - US data center operator Equinix, CN rival GDS, Microsoft, and consortium with ByteDance. Australian operator AirTrunk https://t.co/eioLYys3Vy via @NikkeiAsia

[Reva Goujon @RevaGoujon]

It was a delight, as always, to slog through these explosive little details with @JPKleinhans. Welcome your feedback, as always. More to come from us in this running tech controls series. /end

[Reva Goujon @RevaGoujon]

Ahead of Xi-Biden #APEC mtg, US goes all in with another hard-hitting package of chip controls targeting China. @JPKleinhans of @snv_berlin and I break down the most remarkable provisions and strategic implications in our latest @rhodium_group note https://t.co/QuX1ilXIKt 1/ 🧵

[Reva Goujon @RevaGoujon]

And perhaps the ultimate question: is US faith in diplomatic guardrails to manage this tech escalation premature? It's going to take more than the upcoming Xi-Biden APEC summit to find out... 8/