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...Altman posted on X last month: “Building massive-scale ai infrastructure, and a resilient supply chain, is crucial to economic competitiveness. OpenAI will try to help.”...
...“A lot of this is normal growing pains,” said Jay Goldberg, founder of tech consultancy D/D Advisors. “This is the most complex consumer device anyone has ever made.”...
...But TSMC’s approach relies to a large extent on having the R&D team, which develops new process technology, only an hour-long high-speed rail ride away....
...The big one, of course, is interest rates, when they start to come down . . . we’d expect to see a more exuberant return to shopping.”...
...He’d be sketching and having several conversations at once in Italian, French, English, German. I was completely dazzled....
...“Much of the semiconductor supply chain . . . is concentrated in a couple of Asian locations, and that leaves the US supply chain incredibly vulnerable to disruption,” said Raimondo, adding that the new...
...Letters in response to this editorial comment: Don’t put EV cart before the infrastructure horse / From Richard Knubben, Director-General, Leaseurope, Brussels, Belgium If I were a CEO I’d give my right...
...advantage in batteries is not the result of one breakthrough, but the accumulation of a series of competitive strengths it has built up over two decades in access to resources, sustained investment in R&D...
...Axel’s chart below shows, in dark blue, the term premium lagged five years and, in light blue, the how much more you’d earn holding a five-year bond over taking the short-term rate....
...Ned Naylor-Leyland, manager of the Jupiter Gold and Silver fund, warns that silver’s structural supply issue is also “very frustrating”. “You can see silver leaving London and going abroad....
...It would also help BHP, the world’s largest mining group by market value at $143bn, to cement its position as the top copper producer, generating about 10 per cent of global mined supply....
...Such efforts underline how Huawei is trying to build up its own chip supply chain and prove to the world it can withstand a US clampdown....
...But it would make sense if they’d also make the second stage of packaging in the US,” Xie said. But Xie said Samsung was a laggard in HBM technology....
...Smart reads Fashion victim Chinese online marketplace Temu is scooping up manufacturers of cheap goods that had once worked with Shein, as its fast-fashion rival moves to clean up its supply chain ahead...
...He had worked all his career in supply chains, most recently at ITM Power as a category manager. “My mortgage was paid off last year....
...Ltd., and BYD subsidiary FinDreams Battery are participating in this alliance, which counts six of the top 10 automotive battery makers globally....
...We’ve summarised the nine-page judgment (h/t Katie Martin), which can be read in full here....
...If we’d kept doing what we were doing I think we’d be thriving....
...In countries which are competitive in their auto sectors, as is the case in Mexico, the Chinese will have to face a type of competition that they’d be hard pressed to face without the subsidies.”...
...Last month it completed the purchase of a 10 per cent stake in China’s Rongsheng Petrochemical Co Ltd for $3.4bn in a deal that will see Aramco supply 480,000 b/d of crude to China’s largest refining and...
...This government has made the security of supply of these minerals a core aspect of our foreign and trade policy....
...People thought I’d lost my mind but it was the smartest thing we could do to align demand with supply.” It was, he says, “the first step towards acting like a true luxury company”....
...Badenoch said Britain would provide “targeted support”, boost R&D, remove bureaucratic barriers, accelerate the rollout of charging points for electric vehicles and address potential trade problems....
...In a flap We’d like to direct readers to VFOOD6200, part of HMRC’s internal manual on VAT....
...Those with celebrity provenance also drive up the price; Michael Caine’s 1968 Rolls-Royce Silver Shadow Drophead Coupe recently sold for £135,000 at H&H Classics....
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