Tracy Farr

Semiconductor supply chain security is complex and extends beyond the location of manufacturing facilities. Moving semiconductor chip production to the U.S. from Taiwan might seem like an ideal solution to protect against looming threats from China. However, the semiconductor chip manufacturing process involves multiple international stakeholders. As the Chinese race to advance their semiconductor manufacturing capabilities, the U.S. is "friendshoring," strengthening supply chain security through closer cooperation with allies. The tariff rate on semiconductors will increase from 25% to 50% by 2025. China's policies in the legacy semiconductor sector have led to growing market share and rapid capacity expansion, which risks driving out investment by market-driven firms. However, challenges remain, especially concerning cybersecurity threats, which are becoming increasingly sophisticated and require collaborative international efforts to mitigate. Learn more in our latest insight: https://lnkd.in/ea7cte7t For registered investment advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q #SemiconductorSecurity #SupplyChain #Manufacturing #TechPolicy #USChinaRelations #InternationalTrade #Cybersecurity #Semiconductors #Friendshoring #TechIndustry #MarketTrends #GlobalEconomy #Tariffs #TechInnovation #SupplyChainSecurity #TechManufacturing #USManufacturing #ChinaTech #LegacySemiconductors #MarketInvestment #GlobalCooperation #TechSupplyChain

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Listen to David B. Golub on the latest Fiftyfaces podcast with Aoifinn Devitt, where he speaks about how Golub Capital has built its competitive advantages over the last 30 years and the importance of culture to the Firm’s continued success: https://okt.to/JiTvQr #privatecredit #leadership #podcast

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AllianceBernstein Private Credit Outlook: Keep Calm and Diversify. Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations https://lnkd.in/eAcFiiHx

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I'm excited to share that I recently joined forces with Gregory Rush on the latest Dunn Rush & Co. LLC podcast. We delved into some crucial topics that business owners and those in the M&A market need to watch out for in 2024 and 2025. We discussed the impending changes, including the sunsetting of higher estate tax exemption levels established by the Tax Cuts and Jobs Act, new LLC reporting requirements mandated by the Corporate Transparency Act, and adjustments to transaction review levels under the Hart-Scott-Rodino Antitrust Improvements Act. These upcoming regulatory shifts are significant, and staying informed can help you navigate the complexities of the business landscape more effectively.

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Today, XAI’s Kimberly Ann Flynn, CFA, was quoted in an article by Bloomberg titled “Ackman’s Pershing Square USA Pulls IPO After Slashing Target”! The story outlines Pershing Square's decision to pull back their IPO to implement investor feedback before their launch. Then, Kim gives her insight into the CEF IPO market and how Pershing Square might proceed with their launch. Click the link below to read the full article. https://lnkd.in/gr525V2e

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