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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
CEO projects share of sales will double as companies integrate technology into operations
April 23, 2024
News in-depthGlobal inflation
Central bankers see ‘immaculate disinflation’ within reach
...“The 2021-2023 inflation surge across advanced economies was different because it mainly reflected adverse supply shocks, rather than strong aggregate demand,” said Saunders....
March 19, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Travel & leisure industry
Spain supplants UK as top hotel investment destination amid buoyant demand
...“The long-term projections for tourism numbers in Europe suggest that projected supply levels [in the region] will be inadequate to satisfy this demand,” he added....
April 14, 2024
Apple Inc
Apple removes WhatsApp from China store under pressure from Beijing
...Apple is now trying to diversify its supply chain, relocating parts of its production to countries such as India....
April 19, 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
Paris Olympics
Parisians struggle to cash in on Olympic Games rentals
...However, their plans to rent their homes to tourists at high prices during the sacrosanct French August holiday period are being dashed as supply outstrips demand....
April 20, 2024
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
LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
...Homeowners who have locked in on low mortgage rates are reluctant to sell, limiting the supply of houses for sale....
April 2, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...The shorthand equation is PY = MV, or: Price level * Real output = Money supply * Velocity of money This is the same as: Nominal output = Money supply * Velocity of money So, yes, velocity of money —...
February 28, 2024
Apple Inc
Tim Cook praises China’s ‘critical’ role in Apple’s business
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
March 21, 2024
LexTesla Inc
Elon Musk is still intrinsic to Tesla’s future Premium content
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
April 2, 2024
Special ReportNorth America Innovative Lawyers
In-house lawyers pick up pace on generative AI and supply chains
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
December 5, 2023
Technology sector
Taiwan’s Acer and Asustek step up ‘Make in India’ plans
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
February 12, 2024
Disrupted Times
Brussels blasts Big Tech
...Russia’s enriched uranium makes up 30 per cent of EU supply....
March 25, 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
Aircraft manufacturing
How the crisis at Boeing is threatening a historic Belfast factory
...Seventy per cent of the UK’s so-called gold standard aerospace and defence supply chain businesses are located in the region....
March 10, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The Big Read
The dubious climate gains of turning soil into a carbon sink
...For farmers and the food companies they supply, he adds, “the cost of doing it can outstrip the value of the carbon.”...
January 23, 2024
LexApple Inc
Apple is not the only company backing away from driverless cars Premium content
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
March 7, 2024
Infrastructure investment
Infrastructure funds draw billions of dollars as energy and supply chains shift
...Demand for infrastructure investments is reigniting after a year of weak fundraising, as businesses seek to profit from transitions to cleaner energy and supply chains that are closer to consumers....
December 15, 2023
Hynix Semiconductor Inc
SK Hynix returns to profit boosted by AI memory chip demand
...The South Korean company, which supplies the “high bandwidth memory” chips used in Nvidia’s H100 graphics processing units, posted an operating profit of Won346bn ($260mn) in the three months to December...
January 25, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...Tim Cook, Apple’s chief executive, is visiting Vietnam this week as the iPhone maker plans to increase its supply chain there....
April 15, 2024
News in-depthApple Inc
China’s love affair with Apple and Tesla hits rocky patch
...He has spent years tying the company’s fortunes to China and built a supply chain that is heavily dependent on factories in Shenzhen and Zhengzhou — although the company is now trying to diversify manufacturing...
March 10, 2024
Boeing Co
Boeing in talks to acquire fuselage supplier Spirit AeroSystems
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
March 1, 2024
FT Magazine
The delivery rider who took on his faceless boss
...Anything could affect the price, from a worker’s customer rating, to the percentage of jobs they have declined, the demand and supply of rides or which city they work in....
March 15, 2024
FT Asset Management
Elon vs Tesla shareholders
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
February 5, 2024
John Gapper
Rejoice that Santa Claus gives prime delivery to everyone
Macy’s is right to recognise that express lanes and priority fulfilment are not in the Christmas spirit
December 23, 2023

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