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Tesla Inc
Tesla scouts sites for $3bn India car plant in boost for Modi
...Modi has earmarked billions of dollars’ worth of government subsidies to promote manufacturing, including in critical industries such as EVs, where India’s geopolitical rival China has a strong lead....
April 3, 2024
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...“We are hard-pressed to think of any other precedent of a company of Tesla’s size basing its path of success on such binary bets,” writes Barclays, apropos the latest thing:https://twitter.com/elonmusk/status...
April 17, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
...The paralysis has prompted house-hunters to turn to new builds. Professional homebuilders and their suppliers have benefited....
April 2, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...“There is a shift in power among the top five companies, which will probably continue,” said Nabila Popal, research director at IDC....
April 15, 2024
Technology sector
Taiwan’s Acer and Asustek step up ‘Make in India’ plans
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
February 12, 2024
Apple Inc
Tim Cook praises China’s ‘critical’ role in Apple’s business
...Amid rising geopolitical tensions, Cook has become a frequent visitor to China, a key market and huge manufacturing base for Apple products....
March 21, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
News in-depthNikkei Asia
Bicycle parts maker Shimano seeks growth with Singapore plant
...Now the company has resumed one of those projects: increasing in-house manufacturing to shorten delivery times....
March 12, 2024
Johnson & Johnson Co Inc
Johnson & Johnson buys device maker Shockwave for $13.1bn
...The US healthcare company said on Friday that it would pay $335 a share in cash to acquire Shockwave, which specialises in manufacturing a catheter-based treatment for patients with calcified arteries....
April 5, 2024
Tesla Inc
Tesla evacuates German plant after suspected arson attack triggers power cuts
...Tesla has paused production and evacuated its only European car manufacturing plant after a suspected arson attack on a nearby electricity pylon caused widespread power cuts....
March 5, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...(Ethan Wu) One good read More on China’s pivot to manufacturing....
March 28, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...Taiwan Semiconductor Manufacturing Co and Foxconn are not the only Taiwanese tech companies feeling compelled to expand abroad....
April 10, 2024
Apple Inc
Apple cancels secretive electric car project in shift to focus on AI
...The decade-long effort to build a product that competes with the likes of Tesla and Rivian has never been officially confirmed by Apple, and a spokesman for the company declined to comment....
February 27, 2024
Aircraft manufacturing
How the crisis at Boeing is threatening a historic Belfast factory
...It isn’t to Airbus — the A220 only represents about 7 per cent of the company’s annual commercial aircraft revenues,” said Tusa....
March 10, 2024
LexBoeing Co
Re-merger of Boeing and Spirit AeroSystems pits quality control against value creation
...Yet for long-term regulatory and political reasons, component manufacturing might be most optimal when performed in-house....
March 4, 2024
Boeing Co
Boeing and supplier shares fall after mid-flight accident
...Boeing has called a company-wide safety meeting for Tuesday to discuss its response to the incident....
January 8, 2024
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
Eurozone economy
Eurozone downturn eases despite German factory decline, survey finds
...The downturn in the eurozone’s struggling economy is easing, according to a closely tracked business survey, which found a stabilisation of activity at services companies offset a steep decline in manufacturing...
February 22, 2024
Unhedged
The Magnificent 7 value trade Premium content
...Bubble hunters might be able to make a better case against Apple or Microsoft: they look more expensive than the two advertisers, but without better near-term growth (in Apple’s case, growth is much lower...
January 30, 2024
Canon Inc
Canon aims to ship low-cost ‘stamp’ machine this year to disrupt chipmaking
...But the machines made by the Dutch tech company are also the most expensive part of the manufacturing process, costing more than $150mn each, and there are long lead times for delivery, giving Canon some...
January 28, 2024
Aviation accidents and safety
US grounds some Boeing 737 Max planes after window blows out mid-air
...The move is a blow to Boeing, which has struggled with manufacturing defects on the 737....
January 6, 2024
Boeing Co
Boeing’s Alaska Airlines blowout puts focus on Spirit AeroSystems
...It was spun out of Boeing in 2005 as the US group looked to shift fixed costs of its manufacturing facilities and labour to the variable cost of procuring parts from a supplier....
January 8, 2024
News in-depthApple Inc
China’s love affair with Apple and Tesla hits rocky patch
...He has spent years tying the company’s fortunes to China and built a supply chain that is heavily dependent on factories in Shenzhen and Zhengzhou — although the company is now trying to diversify manufacturing...
March 10, 2024
US-China trade dispute
US solar manufacturers in ‘dire situation’ as imports soar
...Its grip on solar manufacturing is expected to remain largely unchallenged through the end of the decade....
March 13, 2024
XPeng, Inc
China’s Xpeng to boost spending to survive ‘bloody sea’ of EV competition
...He’s letter comes at a time Brussels and Washington are increasingly concerned about excessive electric vehicle manufacturing capacity in China....
February 19, 2024
Semiconductors
SK Hynix to build advanced plant in Indiana in boost to US chip self-sufficiency
...They are then shipped to Taiwan, where they are integrated by Taiwan Semiconductor Manufacturing Company into Nvidia’s GPUs alongside other TSMC-made processors....
February 1, 2024
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...Those rumours intensified after it granted Intel $8.5bn to beef up chip manufacturing in the country....
April 11, 2024

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