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...The vessels, which are North Korean-flagged and classified as oil products tankers, all visited the same berth operated by a Russian oil company at Vostochny Port, where they appeared to load....
...One person familiar with the plans said integrating SK Hynix’s advanced packaging techniques deeper into Nvidia’s supply chain would help the South Korean company fight off competition from fellow HBM producers...
...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....
...“Much of the semiconductor supply chain . . . is concentrated in a couple of Asian locations, and that leaves the US supply chain incredibly vulnerable to disruption,” said Raimondo, adding that the new...
...’s move is seen as a major win for the Biden administration which, alongside China, has recognised advanced packaging’s growing importance in the semiconductor supply chain....
...Some opportunistic buying seems to be happening in the auto sector....
...The years since have involved a complex balancing act to get supply and demand aligned for components, and then the end autos themselves....
...In theory, joining forces could mean integrated supply chains and optimised operations....
...$100bn, has avoided making any major acquisitions since its $8bn takeover of US auto tech group Harman in 2016....
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
...christian.davies@ft.com...
...The South Korean company, which supplies the “high bandwidth memory” chips used in Nvidia’s H100 graphics processing units, posted an operating profit of Won346bn ($260mn) in the three months to December...
...“If Korea reduces its chip supply to China, then China can reduce its display supply to Korea....
...Taiwan Semiconductor Manufacturing Company’s decision to bring its latest technology to America is a big step forward for US President Joe Biden’s quest for security in the vital tech supply chain — but...
...The Korean company, which supplies the “high bandwidth memory” chips used in Nvidia’s H100 GPUs, posted an operating profit of Won346bn ($260mn), outstripping analysts’ expectations compiled by LSEG SmartEstimate...
...He added: “The question any Trump administration will have to face is: do they really want to be the authors of the downfall of the US auto industry?”...
...With European carmakers set to increase imports of cheap Chinese batteries amid a supply glut in China, analysts at UBS project that Chinese battery companies’ market share in the EU will increase from 30...
...A handful of wealthy cloud and consumer internet companies have been buying up high-performance chips as generative AI took off in the wake of ChatGPT’s breakout success....
...“Xiaomi doesn’t have much experience in the auto field,” said Lam. “But it is a supply chain master . . . and joined the race at a time when things have grown relatively established.”...
...christian.davies@ft.com This article has been amended to correct the former name of BOE Technology, Beijing Oriental Electronics....
...“The US wants to create alternative supply chains in partner countries . . . but what happens when it’s Chinese companies that are building those supply chains?”...
...Last month, a union drive was announced at the Toyota plant in Troy, Missouri, where roughly 850 hourly employees turn out cylinder heads, an engine part that supplies the company’s nine North American car...
...“Korea lacks auto software engineers and Hyundai is weak in that field, so it is expanding co-operation with foreign tech companies....
...Shares of Lithium Americas leapt 12 per cent after the US government announced plans to loan $2.3bn to the company to develop its flagship lithium project in Nevada that will supply the electric car battery...
...Autos are just one part of a wider industrial framework within which, for decades, developed economies have relied on China as an inexpensive and collaborative manufacturing hub....
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