Alicia Garcia Herrero 艾西亞
@aligarciaherrero.bsky.social
Geoeconomics of Asia and how it relates to the rest of the world, especially Europe. NATIXIS, BRUEGEL, HKUST. @aligarciaherrero @econtwitter.net
"What has happened is that Taiwan has become much more linked to the U.S. and therefore to Japan. They have too much demand to support the orders, especially from the U.S., because of AI."
October 28, 2025 at 9:40 AM
"What has happened is that Taiwan has become much more linked to the U.S. and therefore to Japan. They have too much demand to support the orders, especially from the U.S., because of AI."
« certaines profitent indirectement de la demande liée aux semi-conducteurs, mais leur production globale reste en retrait dans un contexte de ralentissement mondial et de tarifs douaniers américains »
October 27, 2025 at 11:50 AM
« certaines profitent indirectement de la demande liée aux semi-conducteurs, mais leur production globale reste en retrait dans un contexte de ralentissement mondial et de tarifs douaniers américains »