The logo of Nvidia Corporation during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017 (Tyrone Siu/Reuters) Welcome to the Capital Note, a newsletter about business, finance, and economics. On the menu today: the U.K. announces a national-security review of Arms Holdings acquisition, Taiwan’s exports balloon thanks to semiconductor shortage, a hedge-fund behemoth warns of a SPAC bubble, and Biden’s $50 billion semiconductor subsidy. To sign up for the Capital Note, follow this link. Advertisement Arms Sales The ongoing semiconductor shortage has put t...