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...Taiwanese contract manufacturers have for decades formed the backbone of global supply chains for electronic devices and their components, including personal computers, smartphones, servers and telecom networking...
...BCG is working with global tech giants and AI companies — from Microsoft and Google to OpenAI and Anthropic — to integrate their technology into company operations and processes....
...Many economists, including Bailey and Kugler, have attributed the phenomenon to the nature of the latest inflation surge, which was linked to global supply shocks such as Russia’s full-scale invasion of...
...“The long-term projections for tourism numbers in Europe suggest that projected supply levels [in the region] will be inadequate to satisfy this demand,” he added....
...Twelve months ago, few would have backed a debt-laden used-car sales platform and a building supplies group to be among the standout performers on the US stock market....
...Still, Dietz warned that the market may still see “supply-side challenges” like higher prices and shortages of lumber, lots and labour in 2024....
...Cook pioneered Apple’s shift of its supply chain from the US to China, establishing manufacturing of its iPhones, AirPods, Macs and iPads in the country....
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...There has been “an explosion of the supply” across holiday rental platforms including Airbnb, Abritel and Booking.com, according to Lycaon Immo co-founder Stéphane Daumillare, who says there are currently...
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
...Home Depot has been acting as a sector consolidator with the acquisition of HD Supply for $8bn in 2020 and two smaller purchases last year. This is one of Home Depot’s biggest buys to date....
...This means that velocity and money supply now mostly reflect Fed balance sheet policy....
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
...It has continued to cut prices for its most popular models as unsold-vehicle inventory piles up: that measure rose to 28 days of supply from 15 days a year ago....
...South-east Asian countries, such as Vietnam and Thailand, have already benefited from the supply chain diversification for consumer electronics like smart watches, smart speakers and servers, while Malaysia...
...Russia’s enriched uranium makes up 30 per cent of EU supply....
...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....
...Smaller companies play a big role in Japan’s electric vehicle battery supply chain, indirectly supporting the likes of Toyota Motor and Tesla....
...Seventy per cent of the UK’s so-called gold standard aerospace and defence supply chain businesses are located in the region....
...For farmers and the food companies they supply, he adds, “the cost of doing it can outstrip the value of the carbon.”...
...Demand for infrastructure investments is reigniting after a year of weak fundraising, as businesses seek to profit from transitions to cleaner energy and supply chains that are closer to consumers....
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
...Tim Cook, Apple’s chief executive, is visiting Vietnam this week as the iPhone maker plans to increase its supply chain there....
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