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...It runs alongside a parallel localisation drive under way in state-owned enterprises....
...Its software deals include the $18.9bn acquisition of CA Technologies and $10.7bn buyout of Symantec’s enterprise security business....
...Packard Enterprise’s $14bn bid for Juniper Networks, announced last week....
...In this year’s shareholder letter, Buffett discussed Berkshire’s ongoing winnings from American Express and Coca-Cola, both big blue-chip bets made in the 1990s....
...“Google and Amazon saw strong cloud activity this quarter because of the aggressive shift towards AI across the enterprise [business],” said Ives....
...“[Apple phones] are made in China, but we don’t know if the chips have back doors.”...
...Apple has also unveiled new chips, which have greater capabilities to run generative AI....
...Ablecom’s CEO and largest shareholder is Steve Liang, the brother of Supermicro CEO Charles Liang. Compuware is an affiliate of Ablecom in which Charles Liang and his wife own a 10.5 per cent stake....
...Alphabet, Meta, Microsoft and Apple hold dominant positions in increasingly mature industries (digital ads, enterprise software and smartphones)....
...Here’s what he said when asked about Dojo, Tesla’s plan to make its own AI chip, which Jonas says might be worth $500bn to the company’s enterprise value even though it’s never been mentioned in an SEC filing...
...“Toshiba is like a state-owned enterprise, it has never had a shareholder-focused mindset,” said the person of the conglomerate that makes everything from batteries and chips to nuclear and defence equipment...
...Vietnam is offering tax breaks and other perks to semiconductor companies as it takes on an increasingly crucial sectoral role against the backdrop of the China-US chip war....
...The new iPhone Pro and Pro Max models use 3-nanometre chips from Taiwanese producer TSMC, which are more advanced than the “made in China” 7-nanometre chips used by Huawei’s new Mate 60 Pro, which has been...
...An employee at one state enterprise told Nikkei’s Shunsuke Tabeta that curbs on using iPhones would kick in as early as October for departments dealing with trade secrets and be expanded to all staff by...
...We believe that Dojo can add up to $500bn to Tesla’s enterprise value, expressed through a faster adoption rate in Mobility (robotaxi) and Network Services (SaaS)....
...The company was bailed out to the tune of nearly $1bn in 2020 by state-owned enterprises from the eastern Chinese province of Anhui....
...Chip designer Arm, meanwhile, has fallen by more than 4 per cent for four consecutive days since an initial 25 per cent jump on the day of its public debut....
...For Huawei, access to chip supplies is essential for all of its businesses, from consumer electronics to enterprise solutions, analysts say....
...The Mate 60 Pro sold out immediately on a patriotic wave of enthusiasm, as teardown experts revealed it was running advanced Chinese chips inside....
...Huawei last week released a new phone believed to be 5G-capable and using domestic chips....
...They join a growing number making some form of this case, notably including Charles Goodhart’s demography-focused argument and Nouriel Roubini’s doomsday prophecies....
...It is powered by Apple’s own M2 chips and a new chip called R1, part of its ongoing determination to reduce reliance on external suppliers such as Qualcomm and Broadcom....
...“Their other losses haven’t had that effect so far,” said Charles Rule, a partner at Rule Garza Howley....
...STEPHEN GANDEL: It has its roots back to the beginning of the American enterprise. Very traditional US bank, the largest, the highest rated....
...Broadcom agreed to buy VMware last May as part of a push to turn the semiconductor group into a diversified tech company ranging from chips to cloud computing services....
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