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...geopolitical tensions between Washington and Beijing with a two-track strategy of focusing on regulation-complying products for China while deepening technology development with cutting-edge clients in other key...
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...Today, new private credit structures are giving investors access to assets previously confined to banks’ balance sheets such as equipment finance....
...pieces of equipment and cut profitability....
...Getting its titles to Microsoft’s Xbox and other gaming platforms is key. Microsoft needs NetEase too....
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
...Tighter export controls on advanced chips used for AI development and the equipment used to manufacture them are proving difficult to bypass....
...SK Hynix and TSMC are both key suppliers to Nvidia, the leader in the AI chip market....
...It also illustrates China’s growing role both as Russia’s main equipment supplier and its largest buyer of LNG....
...Japan data centres amid AI boom (Nikkei Asia) South Korea stocks see record foreign buying on appetite for chips (Nikkei Asia) Chinese robot maker says protectionism will not stop its march (FT) Japan Inc...
...However, the Rmb700 headline sales figure is not audited and the group did not publish individual earnings results from its key business segments....
...It has started a series of reports looking at one industry at a time, coming up with a management score for companies based on key climate-focused areas. One of these is how good their reporting is....
...But a major challenge for Tesla — and a key factor behind its share price decline — is that its cars are no longer the only quality EVs on the road....
...Chinese chipmakers hope to deepen existing relationships with Japanese material and tool suppliers or discover new companies in order to secure key equipment in the wake of the restrictions....
...The company said major layout changes would not be necessary, but some extra equipment such as cleaning machinery and for mask production would be needed....
...Amid rising geopolitical tensions, Cook has become a frequent visitor to China, a key market and huge manufacturing base for Apple products....
...Lenders clearly didn’t want the keys to a bunch of troubled portfolio companies then and probably don’t want them now....
...Musk remains convinced that the company’s bet on self-driving technology, which has led to several fatalities, will be its key differentiator in the future....
...“If we don’t control our key component procurement properly, we might have to log loss of inventory valuation. So we have to be extremely careful,” Chen said....
...“The mobile industry’s move towards open interfaces between key elements of infrastructure, namely open RAN, has been a halting one . . . until now!” they said....
...Daniel Roeska, an auto analyst with Bernstein, said that consumers had perceived a “chasm” between the industry leaders — Tesla and BYD — and the “traditional [original equipment manufacturers]” such as...
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...Majority Action, a non-profit, found that most companies that failed to meet investor expectations for a net zero ambition had no votes flagged against directors or for shareholder proposals on the issue by key...
...The venture was agreed earlier this year, with an eye towards producing key EV battery materials....
...Indeed, a few years of double-digit sales growth could easily justify current valuations for those who capture key roles in this new market....
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