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Semiconductors
SK Hynix to build advanced plant in Indiana in boost to US chip self-sufficiency
...It will take several years to build, said analysts, while construction of TSMC’s fabrication plant in Arizona has been delayed as the world’s leading contract chipmaker struggles with US approaches to construction...
February 1, 2024
Apple Inc
Apple moves towards India-made iPhone batteries in push away from China
...TDK said that “it has begun construction of a plant in India for part of the battery production” and has plans to begin in 2025....
December 6, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Semiconductors
Chipmaker GlobalFoundries criticises planned German subsidies for TSMC
...Intel increased the volume of support for its Magdeburg project from €6.8bn to €9.9bn after complaining about rising energy and construction costs....
July 25, 2023
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
Japanese business & finance
Japanese brokers highlight ‘Trump trades’ for stocks
...“Uncertainty is harmful in supply chains, too,” he added. “If Trump wins, Japanese companies will have to think seriously about their Chinese businesses.”...
February 21, 2024
Property sector
US homebuilders defy interest rate rise as Buffett buys in
...NAHB chair Alicia Huey said that some of the slowdown was the result of “a dearth of construction workers”....
August 17, 2023
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Artificial intelligence
China offers AI computing ‘vouchers’ to its underpowered start-ups
...At least 17 city governments, including the largest, Shanghai, have pledged to provide “computing vouchers” to subsidise AI start-ups facing rising data centre costs as supplies of crucial chips become more...
March 4, 2024
FT Magazine
The delivery rider who took on his faceless boss
...His mother worked in the local government, figuring out how traffic flows were affected by road construction....
March 15, 2024
News in-depthMining
US uranium miners resurrected by nuclear revival and Ukraine war
...Prices have also been raised by tight supply, after a drought of investment in new projects in the 2010s....
March 10, 2024
News in-depthNikkei Asia
Billion-dollar airport whets Cambodia’s appetite for Chinese investment
...and China Railway Construction....
October 31, 2023
LG Energy Solution
EV battery maker echoes Musk warning that high rates will hit sales
...Shares of LGES, which supplies batteries to Tesla, GM and other automakers, closed down 8.7 per cent at Won409,500, the lowest level in more than a year....
October 25, 2023
Electric vehicles
‘The early adopters have adopted’: US carmakers slow their EV growth plans
...One industry expert echoed that point, saying demand for EVs is still good, but the supply is better....
October 28, 2023
Greensill Capital
Greensill insurer IAG turns fire on rivals in battle over investor losses
...and Tokio Marine are among those being pursued by Greensill creditors, including Credit Suisse, in Australia’s federal court in a test case that will decide whether insurance policies that the collapsed supply...
November 2, 2023
Supply chains
HP to move production of millions of computers to Thailand and Mexico
...A version of this article was first published by Nikkei Asia on July 18. ©2023 Nikkei Inc. All rights reserved....
July 27, 2023
Food & Beverage
Hong Kong food tech start-up challenges Japanese bento market
...It has 40 machines in 30 locations in office buildings, university campuses and construction sites....
November 22, 2023
FT Live
Investing in Piauí – Brazil
Exploring business opportunities and delivering sustainable growth
Friday, 17 May22 Vanderbilt, Madison Avenue, New York, NY, USA
News in-depthNikkei Asia
ASML says decoupling chip supply chain is practically impossible
...A version of this article was first published by Nikkei Asia on June 22. ©2023 Nikkei Inc. All rights reserved....
June 27, 2023
Batteries
Korea Inc’s big battery bet on Indonesia at risk from US restrictions
...The problem, said Tim Bush, a Seoul-based battery analyst at UBS, is the Inflation Reduction Act has given companies until the beginning of 2025 — just over 18 months away — to complete the construction...
June 1, 2023
UnhedgedRobert Armstrong
Why the economy shrugs at high rates Premium content
...Think defence budgets increasing, green investments, energy independence, industrial policy and the shortening of supply chains....
July 10, 2023
News in-depthUS economy
Why wealthy Americans are reining in discretionary spending
...Sales of items such as hot tubs “are tied to housing activity and housing construction and we’ve seen a pull back in the US,” observed Lydia Boussour, Senior Economist at EY-Parthenon....
July 23, 2023
LexCaterpillar Inc
Caterpillar: share price slide offers opportunity to dig in Premium content
...Caterpillar has modest exposure to the latter, which accounts for just 1 per cent of its construction related sales....
April 27, 2023
On Wall StreetMark Vandevelde
Buffett’s intriguing bet on Japan
...It is not easy to supply a more informative description of Japan’s trading companies....
May 27, 2023
Tesla Inc
Tesla boosts China investment with plans for Shanghai battery factory
...The electric-vehicle maker said at a signing ceremony in the Chinese city that construction of the plant was planned for the third quarter of this year, with production scheduled to begin in the second quarter...
April 9, 2023
News in-depthNikkei Asia
From TSMC to Samsung, Asia’s chipmakers struggle to go green
...Related stories China chipmaker YMTC warns of ‘turmoil and disarray’ for industry TSMC to send hundreds more workers to speed US plant construction ASML says decoupling chip supply chain is practically...
July 10, 2023
Transcript
Transcript: Is Japan at a turning point?
...So Leo, do you think Japan Inc, despite all this demographic stuff, has reason to be cautiously optimistic?...
April 4, 2024
Berkshire Hathaway Inc
Berkshire Hathaway cuts Activision stake as Microsoft deal flounders
...Berkshire made modest additions in the quarter, buying 1.2mn shares of Louisiana-Pacific, a maker of construction supplies, and 2.4mn shares of MTV owner Paramount Global....
February 15, 2023

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