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...The Biden administration has revoked export licences that allow Intel and Qualcomm to supply Huawei with semiconductors as Washington increases the pressure on the Chinese telecoms equipment company....
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...“So that’s also a reason we equipment and tool vendors need to seek new growth drivers,” he said, adding that there were also new opportunities in chip packaging, an area of the supply chain that was traditionally...
...Brussels in recent months has launched several such probes into alleged market-distorting subsidies received by Chinese companies — including raids at Nuctech, a Chinese security equipment supplier....
...Those constraints were easing, Musk said, but new models are now testing other data centre equipment and the electricity grid....
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...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....
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