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Apple Inc
Apple forced to make major cuts to Vision Pro headset production plans
...The displays are the most expensive component in the Vision Pro. “A lot of this is normal growing pains,” said Jay Goldberg, founder of tech consultancy D/D Advisors....
July 3, 2023
Unhedged
Better growth = more uncertainty Premium content
...Yet in the bowels of the retail sales data, some of the biggest September changes were in categories caught up in this macro change, such as electronics and clothing stores....
October 18, 2023
FT Live
Building a Personal Wealth Plan
Capitalising on market shifts and innovations in fintech
Thursday, 18 AprilDigital Conference
The Big Read
How Apple tied its fortunes to China
...As Apple grew, its leverage became ever greater: making a component that would be used in hundreds of millions of products was too good to pass up....
January 17, 2023
News in-depthAffirm Holdings, Inc
Affirm struggles to convince investors of fintech bona fides
...at their own pace,” Affirm said....
May 11, 2022
FT Magazine
How Rivian’s CEO became the anti-Elon
...Then I take the R1T through its paces, effortlessly scaling a pile of boulders, a gravel and dirt berm at a 45-degree angle and, then, some serious high-speed cornering....
May 5, 2022
FT Magazine
The golden age of AI-generated art is here. It’s going to get weird
...“People were making the visual equivalent of hate speech, and we’d say they weren’t allowed. They’d reply: ‘What are you, a cop? I’m an artist. I should be able to do whatever I want.’...
October 27, 2022
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
The world in 2023
UK economists’ survey: ‘miserable’ year ahead for households
...is responding to rises in non-core components of inflation in a way that it has not done for some time....
January 2, 2023
News in-depthNikkei Asia
Decoupling denied: Japan Inc lays its bets on China
...Demand for Murata’s capacitors — a tiny device that helps smooth voltage and protects the delicate electronic components in smartphones and computers — surged as mobile phone sales took off in the late 1990s...
February 16, 2021
Sony Corp
Chip shortage threatens PlayStation 5 supply as demand races ahead
...But the broader surge in demand for electronic components, from the automotive industry to smartphones, over the past year has collided with pandemic-related disruption to semiconductor manufacturing....
February 23, 2021
News in-depthNikkei Asia
US-China tech war: Beijing’s secret chipmaking champions
...and in their development processes, giving Washington a veto over their product sales....
May 12, 2021
Intel Corp
Intel to sell Nand memory unit to SK Hynix for $9bn
...The deal adds to a blockbuster year for semiconductor M&A with transaction value in 2020 on pace to be the second highest on record, behind 2015....
October 20, 2020
News in-depthNikkei Asia
China’s tech workers pushed to their limits by surveillance software
...If you show a little hesitation, you’d lose the opportunity,” Yang said....
June 15, 2021
UK economy
FT economists’ survey: people to feel worse-off as inflation and tax rises bite in 2022
...Philip Shaw: High inflation in product markets should ease as factors such as component shortages and logistical issues are resolved, although it is very hard to put anything like a precise timescale on...
January 3, 2022
Vietnam
Asia’s Covid recovery: Vietnam’s breakout moment
...A version of this article was first published by Nikkei Asia on January 19. ©2021 Nikkei Inc. All rights reserved....
January 27, 2021
News in-depthCompanies11 min
Opinion: Why Tesla shares are a wild ride
...If it looks like a car company, if it walks like a car company, if it has the same financials, it's pretty hard not to come to the conclusion that this is a car company with a technology component to the...
September 21, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Monday 27th July 2020
...We set a target price of 190p, which values the business on an EV/Sales of c.3x (the top-end of the 2-3x range for which tail-end products can typically be bought)....
July 27, 2020
#techAsia
Sony chief: mobility is the next megatrend
...Great emphasis is placed on sensors, a crucial component in smartphones....
May 6, 2020
Unhedged
Topping the charts for an extended reign Premium content
...Such consistent growth is rare in the current low-growth, low-inflation and low-interest environment and as a result firms that can increase profits on a secular basis thanks to the strength of their products...
January 17, 2020
Berkshire Hathaway Inc
Berkshire Hathaway’s cash pile hits $122bn as profits jump
...Precision Castparts, the industrials goods maker, attributed a drop in gas turbine sales to US tariffs, and electronic components distributor TTI warned sales were slowing on “reduced customer demand”....
August 3, 2019
UK business
UK economists’ survey: recovery will be slower than in peer countries
...After all, a 1.5 per cent-plus rate is a long way from the latest 0.3 per cent reading.We have also largely avoided mentioning the B-Word....
January 3, 2021
Chinese trade
Apple suppliers step up expansion outside China
...Wistron, a third Taiwanese electronics manufacturer, already assembles lower-price iPhones in a plant in India....
January 27, 2019
News in-depthFTfm
Larry Fink, Barclays and the deal of the decade
...Few rival asset managers have kept pace with BlackRock....
May 6, 2019
InterviewFT Magazine
Tim Martin: ‘If there’s a no-deal Brexit I’ll bring the price of beer down’
...“I call it the 1,000 components of a BMW — you have to go along with a notebook and write down all the little things,” he says....
March 14, 2019
News in-depthFT Alphaville
About that Tesla third quarter 'profitability'
...For one, if Tesla's R&D expense were to fall, what would that signal about the future of the “super-exciting set of products“ which Musk mentioned on the conference call?...
October 10, 2018
News in-depthUS trade
US industry starts to feel pain of trade disputes
...The company’s products go into truck exhausts and axles, and strong demand for transport has meant that truck sales have been surging since the end of 2016....
July 4, 2018

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