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Semiconductors
South Korean chipmakers halt old equipment sales over fears of US backlash
...for the production of less-advanced chips not covered by US controls, according to a Japan-based used equipment seller....
March 12, 2024
Cloud computing
Tech giants pour billions into cloud capacity in AI push
...“All that is going to require a tremendous amount of capex”, for equipment such as servers and data centres....
November 5, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...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...
April 11, 2024
Synopsys Inc
Synopsys to buy Ansys in $35bn design software deal
...on Tuesday said their tie-up would meet customers’ desire for a “fusion of electronics and physics”, as chipmakers sought to design larger appliances while manufacturers of cars, aircraft and industrial equipment...
January 16, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
April 10, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...In-house chip development will give the equipment makers more control in programming the features and performances they wish to have, further differentiating their products from competitors....
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
Apple Inc
Apple halts US sales of Watch before Christmas after losing patent case
US judge finds that blood oxygen sensor on latest timepieces infringes patents of medical equipment maker Masimo
December 18, 2023
Nike Inc
Tiger Woods and Nike end partnership after 27 years
...Nike discontinued its golf equipment line in 2016. Over the course of his nearly 28-year career, Woods has won 15 major championships and tied for the most all-time career wins on the PGA Tour....
January 8, 2024
Canon Inc
Canon aims to ship low-cost ‘stamp’ machine this year to disrupt chipmaking
...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....
January 28, 2024
Ericsson
Ericsson boosted by $14bn ‘open RAN’ deal with AT&T
...The telecoms equipment maker in October announced it would cut up to 14,000 jobs as part of a target to save up to €1.2bn by 2026....
December 5, 2023
LexHP Enterprise
Artificial intelligence frenzy underpins $14bn Juniper deal Premium content
...Juniper was among a group of telecom equipment manufacturers that were expected to be major winners of the internet buildout. Cisco Systems, the star of the lot, reached a market cap of $550bn....
January 10, 2024
News in-depthNikkei Asia
Bicycle parts maker Shimano seeks growth with Singapore plant
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
March 12, 2024
LexArtificial intelligence
Baidu’s share slump shows US hold over China AI sector Premium content
...Tighter export controls on advanced chips used for AI development and the equipment used to manufacture them are proving difficult to bypass....
January 15, 2024
Corporate bonds
Tech companies cash in on ‘frothy’ stock rally with convertible bond sales
...Super Micro Computer, a server equipment maker with no credit rating whose share price has more than doubled since the start of the year, was able to raise $1.7bn with zero interest rate....
February 29, 2024
LexUS Inflation Reduction Act
How Biden’s climate credits can be worth more as ready cash Premium content
...First Solar, an Arizona-based clean energy equipment maker, has $1.8bn in overall balance sheet cash....
January 3, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
#techAsia
The new chip race and iPads in Vietnam Premium content
...To my surprise, leading chip manufacturers and equipment and materials suppliers were all eager to share their thoughts on the matter....
December 14, 2023
Scoreboard
The Pop Tarts effect and US college football Premium content
...Highlights Amer Sports, the parent company of tennis racket maker Wilson, hiking and skiing equipment company Salomon, and high-end outdoor gear brand Arc’teryx, has filed to list on the New York Stock...
January 6, 2024
BYD Co Ltd
China’s BYD moves closer to unseating Tesla as EV leader
...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...
January 1, 2024
IPOs
KKR to list chip equipment maker as Tokyo experiences IPO revival
...The IPO also follows an earlier attempt by KKR to sell the chipmaking equipment business to US-based Applied Materials in 2019....
September 6, 2023
Scoreboard
Roger Federer’s lesson for Tiger Woods Premium content
...Putting a swoosh on a young golfer like Woods wasn’t a bid to sell more equipment — in the mid 90s, Nike didn’t even make golf balls, and Woods got a deal with Titelist — it was about linking the brand with...
January 13, 2024
HP Enterprise
HPE to buy Juniper Networks in $14bn deal
...announced a restructuring plan in October to cut hundreds of jobs, after a tough year in which some of its biggest customers in cloud computing and internet service providers pulled back on spending for new equipment...
January 10, 2024
Inside BusinessRichard Waters
Apple Watch battle heralds further patent wrangles
...The ITC last year issued another import ban against the device after a complaint from medical equipment maker AliveCor....
December 21, 2023
US-China trade dispute
US solar manufacturers in ‘dire situation’ as imports soar
...China, the dominant solar equipment supplier, doubled production capacity last year to more than 1tn watts and now produces nearly three times more panels than global demand, according to the International...
March 13, 2024
LexUS & Canadian companies
Cisco/Splunk: M&A deal could signal start of rate acceptance Premium content
...The router and networking equipment maker is trying to refashion itself as a software and recurring revenue player. The pivot is a challenge....
September 21, 2023
Alice Ross
ESG gains would be few without the Magnificent Seven
...He also predicts a good year for large renewable developers as equipment prices fall....
December 15, 2023

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