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...Samsung and SK Hynix are large sources of second-hand equipment supply due to the rapid turnover of tools as memory chipmakers move swiftly from one generation of chip to the next....
...Asia’s largest semiconductor equipment maker Tokyo Electron says it has largely managed to offset the impact of controls on exports to China by expanding its sales of less advanced products to the country...
...The company had been working closely with Chinese etching equipment makers Naura and Advanced Micro-Fabrication Equipment (AMEC) to upgrade their technology, said two people close to YMTC....
...Despite US curbs on sales to China of ASML’s most advanced machines, it continues to sell less cutting-edge equipment for making what the semiconductor industry typically describes as “mature” chips, which...
...“The new demand for equipment for high-end advanced packaging provides better profit than traditional business,” Liang said, adding that it had taken a long time to reach this point....
...Oil and refined products is one area where the available data on supply levels, demand patterns and logistical variables has ballooned in recent years, Barrack told the Financial Times....
...Back in Taipei, Acer chairman Jason Chen is also looking for signs of a recovery, in this case in the PC market....
...Such models require vast amounts of computing power to operate, requiring the use of huge server farms that use chilled water to cool down equipment by absorbing heat from the air....
...He adds that major western semiconductor equipment manufacturers cannot sell their most advanced equipment to China because of US restrictions....
...Thales supplies electronics for Dassault Aviation’s Rafale jet, as well as communications equipment for armies, radars for surface-to-air missiles, and shoulder-fired missiles known as NLAWs that have gained...
...The Taiwanese chip giant reported 70 per cent recovery of its most critical equipment within 10 hours of the recent earthquake....
...Last week I had lunch with a longtime source who works at a production equipment maker....
...On 25 times 2025 earnings, that multiple could well improve as the outline of the recovery comes into focus....
...Those constraints were easing, Musk said, but new models are now testing other data centre equipment and the electricity grid....
...Intel is injecting $7bn to turn the country into its primary Asian production base, including for advanced 3D chip packaging....
...At the same time companies are anticipating supply chain issues because of a shortage of semiconductors — the chips crucial to central processing units that power servers and computers....
...Russia’s enriched uranium makes up 30 per cent of EU supply....
...The UK subsidiary of Italy’s Leonardo makes the “advanced targeting laser” for the F-35 at a site in Edinburgh. Leonardo UK declined to comment....
...Supplies of Chinese coronavirus vaccines depended partly on Latin American nations’ willingness to toe Beijing’s line....
...There are some concerns that Chinese companies may be trying to learn more about the Japanese companies in order to reverse engineer advanced technology, according to a senior manager of a Japanese equipment...
...TrendForce said that while equipment inspections did require some temporary shutdowns, those operations could be quickly resumed with minimal impact on supply....
...Washington has for years worked to restrict China’s development of semiconductor technology, including export bans on advanced chipmaking components and equipment....
...Chinese companies have been struggling to navigate tightening export controls that the US has imposed on advanced chips and the equipment used to make them....
...Those patronising Löfven’s manufacturing background seemed unaware that welding involves advanced skills....
...The continued supplies of technologies from advanced microchips to ball bearings have helped keep artillery, drones and missiles rolling off the production lines at Russian factories....
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