All the below links and tweets are in English.
取り急ぎ以下貼っておきます。
World Vol.382 (Russia’s invasion of Ukraine – grain exports, etc.)
World Vol.381 (Russia’s invasion of Ukraine – Crimea, etc.)
World Vol.379 (Russia’s invasion of Ukraine – shelling at Zaporizhzhia nuclear power plant)
World Vol.378 (Russia’s invasion of Ukraine)
World Vol.375 (U.S. economy – interest rate hikes, inflation, etc.)
World Vol.373 (U.S. economy – home prices, consumer confidence, quarterly earnings, etc.)
World Vol.372 (economy – incl gold price)
World Vol.371 (Russia’s invasion of Ukraine – grain shipment deal, etc.)
内容例（各回ツイートもご覧ください）
以下、順に、
382：@TheStudyofWar
381：@TheStudyofWar、@KyivIndependent、@JominiW
380：@BEA_News、@stlouisfed、@NewYorkFed、@S_Elwardany,@annmarie,@bpolitics,@nationalpost
379：@TheStudyofWar,@BBCWorld-@WikiCommons,@umichNERS/@dwnews
378：@GaberYevgeniya,@AtlanticCouncil、@Jerusalem_Post、@StateDept
377：@BerkeleyLawCLEE,@UCLALawEmmett
375：@grobb2000,@MarketWatch、@federalreserve、@DianeSwonk,@KPMGUS_News、@germanrlopez,@nytimes,@TheDailyEdge
374：@JStein_WaPo,@washingtonpost、@TheEconomist、@karajimys,@HO_LSE、@NicFildes,@FinancialTimes
373：@aarthiswami,@grobb2000,@MarketWatch、@Conferenceboard、@JohnWake,@tableau、@Conferenceboard,@HarvardCorpGov
372：@mining,@business、@HansenJournal,@Reuters,@nexta_tv、@ecb、@BusEcoNews,@UniMelb
371：@MatinaStevis,@VALERIEinNYT,@DanBilefsky-@michaelcrowley-@nytimes
370：@BradLendon,@cnni
本稿：@MacaesBruno,@NewStatesman、@billbostockUK,@BusinessInsider、@TheEconomist、@CatherineBelton,@kfahim,@washingtonpost
「Russia」及び「semiconductor/chip」に関連するツイート
#RUSSIA Also Mines Significant #RareEarths & #CriticalMaterials
In 2021 RUSSIA Produced:
➡11% #Nickel Supply
➡37% #Palladium Used In Automotive SemiconductorAND Also Major Supplier of:
Aluminum
Cobalt
Copper
Chromium
Titanium
Scandium (1 of 3 Big Sup)https://t.co/UNdE7yzgLx https://t.co/LjUjj1T87g— Dr_Sh (@drshpk) August 23, 2022
https://twitter.com/AmitLeliSlayer/status/1563771070200819713
Russia's Ukraine invasion could worsen global chip shortage: Moody’s Analytics report https://t.co/q0Z5dEl5Ip
— Rockmate Software (@rockmateDOTcom) August 24, 2022
“Efforts by China and Russia to chip away at the U.S. dollar's dominance in global payments have gained urgency with the Ukraine war and tensions over Taiwan.”
Read more @NikkeiAsiahttps://t.co/vBE4EH7Thm— CSIS Economics (@CSIS_Econ) August 17, 2022
“In June, @SecRaimondo said global semiconductor exports to Russia had collapsed by 90% since the war started. That is crippling production of everything from cars to computers, and will, experts say, put it further behind in the global technology race” https://t.co/7oZ3f17JlL
— Caitlin Legacki 🤦🏼♀️ (@caitleg) August 28, 2022
Russian sanctions starting to bite. Good data: Car production down 89 percent in June YOY, production of computers and semiconductors was down 40 percent and washing machines nearly 59 percent lower. https://t.co/r6d5udQWrb
— Melinda Haring (@melindaharing) August 22, 2022
“We hear about big data, but big data is only as big as the semiconductor capacity you have.”
Read @FletcherSchool #FletcherProf @crmiller1's interview with @TuftsNow on innovation, global supply chain, & semiconductors amid #RussiaUkraineWar.https://t.co/y6HEkZ9efg pic.twitter.com/dIA4mAsCj0
— Fletcher Russia & Eurasia Program (@FletcherRussia) August 25, 2022
No surprise here. The ongoing Russia-Ukraine war is set to worsen the supply of semiconductors, as both the countries are vital exporters of raw materials used in the manufacturing of various chipsets. https://t.co/oKACUzdbSu
— Ray Zinn (@Ray_Zinn_) August 24, 2022
Guriev says the reason the rouble’s exchange value is high is that Russia can’t import much – no software, semiconductors, bearings, jet engines, etc. due to sanctions. Western companies don’t want to be seen doing business with a murderous regime.🖕🏼🇷🇺
— GoldenRule1 (@cooperchip1) August 23, 2022
#Taiwan joined the sanctions, so #China became an alternative supplier for #Russia, but China is not yet capable of producing the most advanced #chips.
Were China to invade #Taiwan, it would be similarly excluded from access to #semiconductors..https://t.co/918HyNH2dE#Ukraine— Venus Throw (@OneVenusThrow) August 22, 2022
A modern main battle tank such as the T14 has an autoloader, remote operated weapons station, unmanned turret, various optics, communications systems. It has more than one semiconductor in each vehicle.https://t.co/ikgzTkMszc
— Eurysthenes (@Lacedaemon_) August 27, 2022
https://twitter.com/Lacedaemon_/status/1563454819670855682
Russia’s long-time chips failure coming home to roost
Russia will never be a first-rate power without a capable, innovative and commercially-oriented semiconductor industryhttps://t.co/Z04304QG8o
— Aviator Anil Chopra (@Chopsyturvey) August 29, 2022
Chinese deliveries of integrated circuits and other semiconductor products to Russia have skyrocketed since April, when China stepped in to fill the gap left by a 90 percent drop in global exports to Russia https://t.co/ZoVCbmfq3c
— Andy Langenkamp (@AndyLangenkamp) August 25, 2022
«advancement of the 7nm process is expected to allow China to make breakthroughs in artificial intelligence and high-speed computing»#China #semiconductor #Taiwan #USA #Russiahttps://t.co/W5cd8FMyB3
— tapageur88 (@tapageur88) August 21, 2022
SkyWater Technology chooses Discovery Park District at Purdue for $1.8B semiconductor fabrication facility, to create 750 jobs in 5 years https://t.co/3pg0GFQkaH
This is the real "Cold War". We need Russia and China as an Enemy for Research.— Edward (@Edward642537) August 22, 2022
Thanks, Judy for the flag and context!#AmChamTaiwan members: if you wish to hear more about new export controls on semiconductor equipment exports — among a wider, more general briefing on U.S. Export Controls and Russia-related sanctions — register…https://t.co/v9RLv4p5B1
— andrew wylegala (@AndrewWylegala) August 27, 2022
5 — China x Taiwan vs Russia x Ukraine – China vs Taiwan: 7 Keys to Understand the Conflict— From the Kuomintang to Semiconductors https://t.co/K9Gv9lY8Yw #TaiwanChinaCrisis #Taiwan #SundayThoughts
— chainalpha (@chainalpha_io) August 21, 2022
“Intelligence officers at the @USTreasury’s #OFAC and at @CommerceGov’s Bureau of Industry and Security are pursuing companies that continue to supply #Russia with financial services and goods such as #semiconductors and weapons that are prohibited by the new #exportcontrols.”🤔 https://t.co/5uQd6FrIEJ
— Mark Warner (@MAAWLAW) August 22, 2022
Sanctions on Russia, six months on: "Nobody can counter aggression through dollars and semiconductors alone."https://t.co/K4d3tP9IQU
— David Luhnow (@davidluhnow) August 26, 2022
The European new car market continued to struggle in the first half of this year due to the ongoing global semiconductor shortage, increasing economic uncertainty, and the impact of Russia’s invasion of Ukraine. https://t.co/0vx77TXLUi#JATOinsights #AutomotiveMarket #NewCar pic.twitter.com/qaFtEjwWPn
— JATO Dynamics (@JATO_Dynamics) August 21, 2022
🚨I am both concerned and fascinated with this investigation published just yesterday by @Reuters. The topic: Russia has been able to ship in/use Western semiconductor technology despite sanctions. The catch: the computer of an unexploded missile.
Thread👇🏻https://t.co/IgmC5zIAEb— Andrea G. Rodríguez (@agarcod) August 9, 2022
Taiwan's top trade negotiator warned that if China were to attack the island nation, the harm to the global economy — due to a semiconductor shortage — would be worse than that of Russia's invasion of Ukraine, Reuters reported.https://t.co/AQEOvWWAYJ
— TonyS (@TTTTSSSSHL) June 15, 2022
"Global Car Sales To Fall, Spooked By Russian Invasion, China’s Shutdown" @Forbes #AutoIndustry #GlobalBusiness #semiconductors #UX #CX #ContentStrategy #China #Russia #GlobalEconomy #ElectricCars
https://t.co/2jgwm1OUc4— Michael J. Asquith🌻 (@michaelasquith) May 17, 2022
US banned semiconductors export to Russia
👇
Russian Chip Makers Face Uncertainty as War Dragshttps://t.co/t02tv51Kaw @agamsh @theregisterEffects will be felt in depth especially in aviation & military industry as Russia is very dependent on electronics#AI #StandWithUkraine pic.twitter.com/IIetIJCFGS
— Pinna Pierre (@pierrepinna) March 11, 2022
Here's why prolonged Russia-Ukraine war would be really bad for us, say chip designers https://t.co/dHn1t9ylOa via @theregister #ukraine #russia #VLSI #semiconductor
— James Marinero🇺🇦 (@jamesmarinero) March 6, 2022
#Semiconductor makers can't track where many of their lower-end chips end up, executives and experts told @Reuters. That could stymie the enforcement of new U.S. #sanctions designed to halt the export of U.S. technology into #Russia.#Ukraine @leejane71https://t.co/PIpR57JJYG
— William Mallard (@BillyMallard) April 2, 2022
Before Russia's invasion of Ukraine, the Biden Administration was warning U.S. chip manufacturers to brace for supply chain disruptions – Reutershttps://t.co/bIa3sZskny
Learn what else the U.S. is doing to secure its semiconductor manufacturing here: https://t.co/H5inLTFtfy
— CSIS Renewing American Innovation Project (@CSISInnovation) February 25, 2022
Analysis: US sanctions on Russia serve China a sharp reminder of need for its own chips https://t.co/dmNu3rYxdb via @Reuters #semiconductors
— Patrick Wilson (@DUhockeyFan) February 28, 2022
FILE PHOTO; A Taiwanese flag flaps in the wind in Taoyuan, Taiwan, June 30, 2021. REUTERS/Ann WangFebruary 28, 2022
TAIPEI (Reuters) – Taiwan’s semiconductor companies are complying with government export controls to Russia, put in place as parthttps://t.co/GHCdMux6mK pic.twitter.com/2ZsZlSxcZi— Mike Izzo (@izzorv6) February 28, 2022
Russia's invasion of Ukraine reverberates through 5G, semiconductors, MWC#ImplicationsOfRussia #Reuters
Source: https://t.co/RoyGQLOYqi
By https://t.co/FEmp3siRzd— Telecom News Aggregator (@TelecomNewsAgg) February 25, 2022
"restrictions on Russia’s imports of key technology .. semiconductors .. squeeze its 'access to finance & technology .. degrade .. industrial capacity .. hurt Russia’s ability to modernize its military, its aerospace industry .. space program ..” @WIRED https://t.co/lvt3Rm3HIs
— Christina Ayiotis (@christinayiotis) February 25, 2022
Experts say Russia's invasion of Ukraine, which supplies 90%+ of US semiconductor-grade neon critical for chipmaking lasers, may exacerbate chip shortages (Reuters)https://t.co/mTLAjUlql7https://t.co/1bVGwJCpox
— Techmeme (@Techmeme) February 24, 2022
Russia could hit U.S. chip industry, White House warns | Reuters
The potential for retaliation has garnered more attention in recent days after a report on reliance of many semiconductor manufacturers on Russian and Ukrainian-sourced materials. https://t.co/0bSzmttBl3
— Paul Triolo (@pstAsiatech) February 23, 2022
https://twitter.com/MatCMeier/status/1486791394912047104
White House tells chip industry to be ready for potential Russia export curbs https://t.co/PYNWJoqTta by @alexalper @Reuters #semiconductors #ukraine
— Patrick Wilson (@DUhockeyFan) January 20, 2022
If Russia further invades Ukraine, the Biden administration could deprive it of a vast swath of low- and high-tech U.S. and foreign-made goods, from commercial electronics and computers to semiconductors and aircraft parts, sources told Reuters https://t.co/seGAQgjTC2 pic.twitter.com/0aW0IX32F1
— Reuters (@Reuters) February 22, 2022
Russia has limited exports of noble gases like neon, a key ingredient for making chips, until the end of 2022 its trade ministry said
Russia accounts for 30% of the global supply of noble gases, the ministry estimated – @reuters #russia #chips #semiconductors #neon $SOXX— Global Markets Forum (@ReutersGMF) June 2, 2022
EU: to impose import ban on Russian #coal
transaction ban on 4 RU banks including VTB
export bans incl advanced #semiconductors
import bans incl wood, cement, seafood, liquor
work on more #sanctions including on #oil imports –@reuters #eu #russia #OOTT #RussiaUkraineWar— Global Markets Forum (@ReutersGMF) April 5, 2022
“Tech sanctions have hit Russia harder than expected, Biden official says” by @tradereporter via @politico. #Biden & allies imposed #export controls cutting off #Russia’s access to semiconductors needed to run military operations & the economy.#tradehttps://t.co/wgSHcr6u14
— WITA (@WITA_DC) March 31, 2022
Here's what the sanctions @POTUS announced today mean for Russia's access to critical technologies, including semiconductors. Now on @politico: https://t.co/JK4NrFdQwn
— Steven Overly (@StevenOverly) February 24, 2022
https://twitter.com/LilAphasia/status/1496817190879776773
$C forecasts supply chain issues will persist for categories like semiconductors and car parts due to the ongoing Russia-Ukraine conflict. pic.twitter.com/Jb2XeV1tuh
— Yahoo Finance (@YahooFinance) June 6, 2022
.@juleshyman on new sanctions against Russia: “EU President Ursula von der Leyen announcing new sanctions, including a ban on coal from Russia… also export bans worth $10 billion on crucial areas like semiconductors and machinery.” pic.twitter.com/aNKuKB547Q
— Yahoo Finance (@YahooFinance) April 5, 2022
.@SecRaimondo on export controls: “For the first time ever in America we are doing it in complete alignment and unison with our allies… broad group of countries saying none of us will sell to Russia semiconductors, technologies, military equipment, civilian aircraft engines.” pic.twitter.com/VywUpURZdx
— Yahoo Finance (@YahooFinance) March 8, 2022
“Sanctions can really only do so much, but a targeted effort to implement export controls with buy-in from other countries can really curtail the flow of key products into Russia,” BTIG Director of Policy Research Isaac Boltansky says on technology like semiconductors. pic.twitter.com/Zy9IsBkGX0
— Yahoo Finance (@YahooFinance) February 23, 2022
.@BrookingsInst Senior Fellow @DougRediker on actions against Russia: The U.S. could use the Foreign Direct Product Rule to “say any company in the world that exports any particular product, in this case… high-tech semiconductors, to go to Russia would be completely prohibited.” pic.twitter.com/yfmYnYkr6x
— Yahoo Finance (@YahooFinance) February 15, 2022
Russia’s war in Ukraine could see the production of neon, a critical gas in advanced semiconductor manufacturing, fall to worryingly low levels. https://t.co/Yq1hDU4Em1
— CNBC (@CNBC) March 25, 2022
Russia is a major supplier of palladium, which is used to make semiconductors. @KristinaParts joins @SquawkCNBC to break down how sanctions against Russia could impact the semiconductor industry. pic.twitter.com/uHuhfcBfzH
— CNBC (@CNBC) March 4, 2022
From semiconductors to payments: How the world could use tech sanctions against Russia https://t.co/WXGvmQmV2E
— CNBC (@CNBC) February 24, 2022
Ukraine's two leading neon producers are halting production amid Russia's invasion of the country, adding more pressure to a semiconductor industry that is already facing commodity shortages. @KristinaParts reports. $MU $AMD $QCOM@CNBC pic.twitter.com/PgO4UiXXXV
— Squawk on the Street (@SquawkStreet) March 11, 2022
The semiconductor industry joined the growing chorus of not doing business with Russia after its President Vladimir Putin ordered the invasion of Ukraine, and chip stocks fell in Monday morning trading. But analysts did not seem concerned. https://t.co/kMW0AHZLOX
— MarketWatch (@MarketWatch) February 28, 2022
After grappling with pandemic-fueled supply bottlenecks, chipmakers are facing a new headache: Russia, one of the world's biggest suppliers of gases used to make semiconductors, has started to limit exports https://t.co/EwnHtbrtze
— CNN (@CNN) June 18, 2022
A tech blockade will hurt Russia’s ability to get sophisticated semiconductors. The country’s chip-building technology lags behind industry leaders’ by more than 15 years, executives say. https://t.co/f6v3cuNnH0
— The Wall Street Journal (@WSJ) March 19, 2022
https://twitter.com/brobofet/status/1558683438403661824
U.S. clamps export controls on Russia technology such as semiconductors, computers, telecommunications, information security equipment, lasers and sensors https://t.co/rjBojDpG6v via @wsj
— JamesVGrimaldi (@JamesVGrimaldi) February 24, 2022
.@NCSCgov Acting Director Michael Orlando said intellectual property around #AI, semiconductors, #QuantumComputing, #biotech, and #autonomous systems need to be safeguarded from China and Russia to maintain U.S. dominance, notes @Kate_OKeeffe in the @WSJ.https://t.co/YpVay9KN3k
— J.A. Green & Company (@JAGreenandCo) October 25, 2021
The US is considering controlling exports of semiconductor technology to Russia should they invade Ukraine, a senior admin official confirmed to @CBSNews. This would impact Russian industries like AI, quantum computing & aerospace
w/ @edokeefe & @kathrynw5https://t.co/sSOB4J6kAe— Sara Cook (@saraecook) January 25, 2022
Japan announces more details of its exports ban on semiconductors and machinery against Russia, a move that will bolster its security alliance with the U.S. and EU https://t.co/4EOGd9E9nk
— Bloomberg Politics (@bpolitics) March 15, 2022
LATEST: The U.S. is implementing export controls designed to cut Russia off from semiconductors and other advanced technology crucial to the military, biotechnology, and aerospace industries https://t.co/4EpaP0otJX
— Bloomberg Politics (@bpolitics) February 24, 2022
China #sanctions #USA's 3rd in line #Pelosi and #semiconductor husband #PaulPelosi re #Taiwan trip. #Biden foreign policy chaos gives #inflation #recession world #TaiwanChinaCrisis amid #Russia's #war in #Ukraine. #G7 #oil price cap over. https://t.co/7gWOLVxzHI via @bpolitics
— SanctionsAML (@SanctionsAml) August 5, 2022
#ICASTnT: #EuropeanUnion officials suspect that #China may be ready to supply semiconductors and other tech hardware to Russia as part of an effort to soften the impact of sanctions.
Read More: https://t.co/QJOXzf21Ew via @bpolitics
— Institute for China-America Studies (@icasDC) March 25, 2022
“Top chipmakers in Taiwan and South Korea are closely reviewing their stockpiles of critical industrial gasses after Russia's invasion of Ukraine sparked fears of supply disruption that could exacerbate a global chip shortage.”
Read more @NikkeiAsia: https://t.co/tH4XAfFdsb
— CSIS Economics (@CSIS_Econ) February 25, 2022
