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Semiconductors
South Korean chipmakers halt old equipment sales over fears of US backlash
...Corporation, despite both companies being on a US trade blacklist....
March 12, 2024
Semiconductors
China on cusp of next-generation chip production despite US curbs
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
February 6, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Investor activism
Activist shareholders target Samsung to unlock value
...The company, whose operations span construction and retail and through which the conglomerate’s ruling Lee family controls tech giant Samsung Electronics, trades at more than 65 per cent below its net asset...
February 2, 2024
UK universities
Imperial academics worked with Chinese military-linked institutions
...A researcher from Beijing Xinghang Electro-mechanical Equipment Co Ltd, a Chinese defence company, was also listed as a contributor on the study....
March 5, 2024
US-China relations
US urges South Korea not to fill China shortfalls if Beijing bans Micron chips
...China’s foreign ministry spokesperson Mao Ning on Monday slammed the US export controls, accusing Washington of “a severe violation of the principles of market economies and international trade” that “disrupted...
April 24, 2023
Technology sector
Samsung and LG join forces against Chinese rivals in battle for display dominance
...Last year Samsung Display filed a complaint against BOE with the US International Trade Commission aimed at stopping the Chinese company from selling displays in the US using tech that was allegedly stolen...
February 21, 2024
FT Live
Future of the Car 2025
The leading gathering for the automotive industry
Tuesday, 13 May 2025Sancroft, Paternoster Square, London EC4M 7DQ, UK
Electric vehicles
China’s EV suppliers look to leverage superior tech to recouple with west and drive expansion
...However, Matt Sheehan, an expert on US-China technology co-operation and competition for the Carnegie Endowment for International Peace, a Washington think-tank, argues that the US needs to recognise where...
February 18, 2024
The Big Read
The ambitions of China’s BYD stretch well beyond electric vehicles
...Despite the protectionist trade landscape under US President Joe Biden, BYD is also finding new ways to operate in the American market....
April 25, 2024
Frieze New York 2024
Art galleries turn to fresh forms of collaboration as market splinters
...This year’s 12th edition of Frieze New York opens with the art trade under pressure....
April 27, 2024
Inside BusinessChristian Davies
South Korean display industry still paying a heavy price for Chinese deal
...In October, Samsung Display filed a complaint against BOE with the US International Trade Commission to stop the Chinese company from selling displays in the US that Samsung alleges contain its stolen technology...
December 6, 2023
North Korea
Fuel transfer from South to North Korea sheds light on sanctions evasion
...Ltd....
December 16, 2022
Volvo Car AB
Volvo shares sink after Geely cuts stake
...Geely’s initial plan to list Volvo’s shares in 2018 was scrapped in the midst of the US-China trade war under Donald Trump....
November 17, 2023
Britain after Brexit
EU clearing rules are a quiet win for London
...While Brexit continues to take up a disproportionate amount of time for UK financial regulators, it has long since faded from the international scene....
February 15, 2024
Aerospace & Defence
South Korean defence industry rides global order wave
...The country’s trade surplus has been eroded....
November 26, 2023
LexCATL
CATL/Duke Energy: too wired into markets to become the next Huawei Premium content
...US power utility Duke Energy has disconnected batteries made by Chinese company Contemporary Amperex Technology Co Ltd at a US Marine base camp, following pressure from lawmakers fearing national security...
December 7, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Energy Source
Energy’s ‘urgent’ methane problem Premium content
...A divergence from the International Energy Agency’s view that fossil fuel demand will peak by 2030 was abundantly clear....
November 14, 2023
Country Garden Holdings Co Ltd
Country Garden is not a repeat of Evergrande, but it’s in the same hole
...The trade-off here is between keeping domestic operations funded and trashing international investor confidence. Of Country Garden’s peers, Agile and SCE look the most at risk from weaker sales....
August 14, 2023
#techAsia
Apple’s AR push and the tech industry’s auto hopes Premium content
...The editorial team can be reached at techasia@nex.nikkei.co.jp...
February 23, 2023
Helen Thomas
Murky world of global food trading is too important to ignore
...Jonathan Kingsman, whose 2019 book updated Morgan’s classic, reckoned the five plus Viterra and Singapore’s Wilmar, handle half the international trade in grain and oilseeds....
June 21, 2023
News in-depthCountry Garden Holdings Co Ltd
Country Garden crisis brings new pain to China’s property sector
...It faces coupon payments on other notes, including offshore bonds, coming due every month for the rest of 2023, as well as a $1bn international bond in January....
August 11, 2023
Greece debt crisis
Greece credit rating raised to investment grade for first time since debt crisis
...Investors do not expect a big reaction when the bond market opens on Monday because Greek bonds already trade at investment-grade levels....
September 8, 2023
Batteries
Korea Inc’s big battery bet on Indonesia at risk from US restrictions
...The move spurred international companies to invest in nickel processing within the country’s borders, with many of those deals involving partners from mainland China....
June 1, 2023
LexBanks
HSBC/Ping An: shareholders should brush off break-up call for now Premium content
...A separately listed Asian bank is likely to achieve a higher multiple than the 0.8 times tangible book that the group trades on....
May 2, 2023
Corporate bonds
An angel falls from auto heaven
...“Fallen angel” bonds tend to trade at junk-level spreads in the months leading up to their downgrades....
March 8, 2023
The Big Read
How China is winning the race for Africa’s lithium
...But the history of Uis is also a reminder that mining is hard and that international politics and commodity markets are fickle....
April 3, 2023

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