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Semiconductors
SK Hynix to build advanced plant in Indiana in boost to US chip self-sufficiency
...It said it aimed to make the US “home to multiple high-volume advanced packaging facilities” by the end of the decade....
February 1, 2024
Semiconductors
South Korean chipmakers halt old equipment sales over fears of US backlash
...Chipmakers started storing the old machines in 2022, after Washington imposed export controls to try to slow Chinese efforts to obtain high-performance semiconductors and advanced chipmaking equipment....
March 12, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Advanced Micro Devices Inc
AMD rolls out new rival to Nvidia’s AI chip
...Included in that estimate is China, which is facing a US government crackdown on exports of advanced AI chips....
December 6, 2023
News in-depthGlobal inflation
Central bankers see ‘immaculate disinflation’ within reach
...“The 2021-2023 inflation surge across advanced economies was different because it mainly reflected adverse supply shocks, rather than strong aggregate demand,” said Saunders....
March 19, 2024
Brookfield Asset Management Inc
Brookfield in talks to buy majority stake in $22bn airline lender
...Brookfield Asset Management is in advanced talks to buy a majority stake in $22bn private credit manager Castlelake as the world’s second-largest alternative investment manager uses acquisitions to push...
April 11, 2024
Technology sector
China blocks use of Intel and AMD chips in government computers
...Washington has imposed sanctions on a growing number of Chinese companies on national security grounds, legislated to encourage more tech to be produced in the US and blocked exports of advanced chips and...
March 24, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Turkish economy
Turkish airlines and airports reap rewards from bet on pandemic recovery
Rapid upgrades to infrastructure and fleets and buoyant tourism industry provide boost
April 21, 2024
Samsung Electronics Co Ltd
Samsung signals end to chip downturn with forecast 10-fold jump in profit
...He also told a shareholder meeting that the company expected more than $100mn of revenue from its advanced chip packaging business this year....
April 5, 2024
#techAsia
China’s edge in flying cars and an Asian tag-team in AI Premium content
...This significant lead can be attributed to China’s advanced EV-related technologies, particularly in the field of batteries, writes Nikkei’s Shizuka Tanabe....
April 25, 2024
Disrupted Times
Trade data fuels eurozone recovery hopes
...An FT Big Read details how almost a third of children are living in relative poverty in the UK, where it has increased more than in any advanced economy....
March 18, 2024
ASML Holding NV
ASML forecasts semiconductor rebound after first quarter disappoints
...Wennink, ASML’s long-standing chief executive who steps down later this month, reiterated that he saw 2024 as a “transition year”, with trading improving in the second half as the industry “continued [its] recovery...
April 17, 2024
Global economic growth
US and India stoke hopes of global growth in 2024
...The Tiger analysis compares indicators of real activity, financial markets and confidence with their historical averages, both for advanced economies and emerging ones....
April 14, 2024
Inside BusinessJune Yoon
New generation of chips will drive the AI wave
...And the tech giants now have a much larger budget to spend on advanced chips than gamers did a decade ago....
December 19, 2023
Disrupted Times
Brussels blasts Big Tech
...American Express Global Business Travel has agreed to buy rival CWT for $570mn in a bet on the continued recovery of business travel....
March 25, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...This is an industry in recovery mode — few sectors were as badly pummelled by the pandemic, which shuttered gyms. Pricey branded sportswear was harder to justify with no one to see it....
March 29, 2024
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
FT Alphaville
Doug Cifu has let FT Alphaville down
...as long as French and German ATC don’t (expletive) it all up in March, April, May, I think all operators in Europe will be positioned for a very strong summer of traffic and bookings and reasonable fair recovery...
March 13, 2024
Semiconductors
Nvidia supplier to set up pilot plant in Malaysia
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
January 23, 2024
US & Canadian companies
Delta offers rare shelter from Boeing’s plane production crisis Premium content
...Recovery in business travel is underpinning demand. So is consumer desire to make up for missed trips. This should be good news for airlines....
April 10, 2024
LexASML Holding NV
Strong demand at ASML points to the coming chip upswing Premium content
...On 25 times 2025 earnings, that multiple could well improve as the outline of the recovery comes into focus....
January 24, 2024
Disrupted Times
World’s biggest chipmaker taps $11.6bn in US subsidies
...The chip market is in full recovery mode after suffering a severe downturn last year....
April 8, 2024
Vinod Khosla
The US is right to target TikTok
...To do so, TikTok uses an algorithm powered by advanced artificial intelligence. And it is in the hands of the CCP....
April 9, 2024
Meta Platforms
Zuckerberg defends Meta’s AI spending spree as shares tumble
...Zuckerberg said on a call with analysts that he believed Meta “should invest significantly more over the coming years to build even more advanced models and the largest scale AI services in the world”....
April 25, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
April 10, 2024
LexAsset allocation
Larry Fink’s faith in the power of markets needs some tempering Premium content
...Fink attributed the US’s faster recovery from the financial crisis relative to Europe to America’s lower dependence on the traditional banking sector....
April 2, 2024
Artificial intelligence
China offers AI computing ‘vouchers’ to its underpowered start-ups
...Alibaba Cloud has distributed the majority of its advanced GPUs to business units within the Alibaba Group, said two employees of the cloud business....
March 4, 2024

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