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Semiconductors
Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid
...Renesas, which is one of the leading suppliers of chips to the world’s car industry, including Japan’s Toyota and Nissan, has been pushing to diversify and add scale in the aftermath of supply chain stresses...
February 15, 2024
Apple Inc
Apple moves towards India-made iPhone batteries in push away from China
...Companies such as Desay and Simplo package the electric cells produced by TDK and their counterparts into modules and send them to assemblers such as Foxconn....
December 6, 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
Unhedged
Where Tesla departs from the Mag 7 Premium content
...As Peter Campbell laid out in the Financial Times yesterday: The global auto industry manufactured 10.5mn electric vehicles last year — and expects to produce 13.5mn this year . . ....
April 3, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
April 15, 2024
News in-depthTesla Inc
Tesla’s ‘gravity-defying’ powers at risk as electric vehicle market slows
...of the car industry.”...
April 5, 2024
Hertz Global Holdings Inc
How Hertz’s bets on Tesla and a Goldman veteran veered off course
...First, they decided that the century-old company would reposition itself as a forward-looking “mobility” group that would stand out in a crowded field with a fleet heavy on Tesla’s electric vehicles....
March 20, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
LexApple Inc
Apple is not the only company backing away from driverless cars Premium content
...With over $155bn in cash at the plan’s inception, Apple had the funds and reputation to pose a credible threat to the car industry. The company has ramped up research spend....
March 7, 2024
BYD Co Ltd
BYD loses EV throne to Tesla as sales slip
...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...
April 2, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...Apple, however, is so far missing out on much of that broader industry recovery....
April 15, 2024
Berkshire Hathaway Inc
Buffett sounds wildfire alarm as utilities industry enters new era
...With assets worth $134bn, Berkshire Hathaway Energy supplies 12mn electric and gas customers, maintains more than 30,000 megawatts of power generation capacity and owns a 21,000-mile natural gas pipeline...
March 1, 2024
Electric vehicles
China’s EV suppliers look to leverage superior tech to recouple with west and drive expansion
...Chinese companies across the electric vehicle supply chain said lower costs and technological leadership would help them secure western deals despite geopolitical tensions and security concerns....
February 18, 2024
Disrupted Times
Brussels blasts Big Tech
...Russia’s enriched uranium makes up 30 per cent of EU supply....
March 25, 2024
US-China trade dispute
US solar manufacturers in ‘dire situation’ as imports soar
...The supply glut has enticed US power companies to favour imports over more expensive domestic panels as they build new solar generating complexes....
March 13, 2024
#techAsia
Asians woo Tesla, Taiwan’s Kinsus mulls Malaysia substrate play Premium content
...At the same time, the Japanese auto industry is being challenged by other Asian nations....
January 18, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...Speaking to reporters this week, he said his company’s most immediate challenge was the volatile prices of displays, which have been fluctuating violently due to supply gluts....
March 14, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
News in-depthBYD Co Ltd
Wang Chuanfu, the driving force behind BYD’s rise
...Jack Welch, the former General Electric chief....
January 4, 2024
Tesla Inc
Tesla’s Cybertruck: hotly anticipated, long delayed, a ‘nightmare’ to make
...The industry believes that electric vehicles like the Cybertruck will bring new customers to the market....
October 21, 2023
ExplainerElon Musk
What the $56bn Tesla pay deal setback means for Elon Musk and his empire
...“Tesla was an anomaly in the car industry,” said one former executive at the company and a car industry veteran. “But today it’s behaving more like a car company....
January 31, 2024
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
Mining
BlackRock warns investor disdain for mining threatens green transition
...Evy Hambro, global head of thematic and sector-based investing at the US group, said funding needed to flow into the industry to ensure an adequate supply of materials for products from wind turbines to...
October 30, 2023
XPeng, Inc
Chinese EV maker Xpeng suspends executive over alleged corruption
...expectations of industry consolidation....
October 11, 2023
Electric vehicles
Toyota takes on Tesla’s gigacasting in battle for carmaking’s future
...The rest of the industry is taking notice. Volvo will integrate casting into its third generation of electric vehicles later this decade....
November 6, 2023
Semiconductors
Europe’s top chipmaker Infineon boosts hiring in India and Vietnam
.... ©2024 Nikkei Inc. All rights reserved....
January 30, 2024
News in-depthNikkei Asia
Malaysia plans to accelerate its EV and chip sectors as supply chains shift
...The company plans to manufacture chips used in the production of electric vehicles....
October 30, 2023
Moral Money
Electric vehicle uptake faces major obstacles, despite rosy projections Premium content
...Let’s not forget supply chain worries....
September 15, 2023

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