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...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....
...“The tech sector rally has caused significant losses for short sellers”, said Peter Hillerberg, co-founder of data group Ortex, which calculated the $18bn of total losses....
...Bain & Co’s latest private equity review gives a longer answer. This was expertly covered in MainFT upon release, but we thought we’d take the chart-curious through an extended parsing of the report....
...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....
...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...
...Taiwan Semiconductor Manufacturing Co and Foxconn are not the only Taiwanese tech companies feeling compelled to expand abroad....
...“At the start of March, most CTAs were short bonds and long stock indices,” said Carsten Schmitz, co-chief investment officer of CTA Winton, which manages $10bn in assets and whose funds are up this year...
...Tim Cook, Apple’s chief executive, is visiting Vietnam this week as the iPhone maker plans to increase its supply chain there....
...In a chilly hangar in Northern Ireland, Ulster Aviation Society co-founder Ray Burrows surveys painstakingly restored aircraft including a sleek black Sherpa jet, a boxy Short 330 and a Canberra spy plane...
...Bellway, Taylor Wimpey and Redrow said they were co-operating with the CMA; the other housebuilders did not immediately respond to requests for comment....
...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...
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...But executives think AI could improve supply chains and production....
...Gaining an early edge with its fully vertically integrated supply chain, BYD is now facing competition from not only traditional carmakers and EV start-ups, but also Big Tech companies that are angling for...
...Arla has a goal to reduce CO₂ emissions from farms by 30 per cent per kilo of milk by 2030, says Paul Savage, agriculture director for the co-operative’s UK branch....
...Scott Nuttall, co-chief executive of KKR, recently highlighted the private equity group’s infrastructure business, including new funds dedicated to the energy transition, as a major source of growth....
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
...The company has commenced talks with grape suppliers in South Australia to renegotiate supply contracts....
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
...U-Power last month signed a deal to supply New York-based EV start-up Olympian Motors with its skateboards....
...Miller, a co-founder of Crown Castle, said the “co-operation agreement” that Crown Castle signed with Elliott, which gave the fund a board seat, was a ploy by the incumbent directors of the telecoms group...
...The emphasis on cost has underpinned the group’s vertical integration, from supplies of resources to batteries and computer chips....
...IP-based rebrands also offer vast potential without requiring significant design, supply chain or product innovations....
...One industry expert echoed that point, saying demand for EVs is still good, but the supply is better....
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