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...Having the logic [chip] foundry in the US and then a bit of the packaging there is not enough,” said Myron Xie, an analyst at boutique consultancy SemiAnalysis....
...When a quake measuring 7.6 struck Taiwan in 1999, Taiwan Semiconductor Manufacturing Co, the world’s largest contract chipmaker, lost a full week of production....
...Production cuts by major producers and strong demand for high-performance chips amid an artificial intelligence boom buoyed chip prices....
...TSMC forecast revenues in the current quarter would decrease by 6.2 per cent compared with the fourth quarter, to between $18bn and $18.8bn, in line with seasonal patterns....
...Both nicely describe the patterns that we see in the data. But which one is closer to identifying the underlying causes of these patterns?...
...Experts stress that mass production is still two years away, and that teething problems are a natural part of the chip production process....
...The editorial team can be reached at techasia@nex.nikkei.co.jp....
...The Max 7 aircraft is still awaiting certification and the airline added its capacity plans were “subject to Boeing’s production capability”....
...“Apple has a pattern of increasingly non-transparent disclosure practices, and we rate them worst in class in terms of quality of disclosure among the major tech platforms,” said Nicholas Rodelli at CFRA...
...Luca de Meo, Renault’s chief executive, has called for the EU to adopt an Airbus-like approach to EV production, with more industrial co-operation and public investment....
...But executives think AI could improve supply chains and production....
...Apple suppliers including Foxconn, Quanta and Luxshare have expanded production in Vietnam over the past year....
...Spirit depends on Boeing to be at the top of its production and delivery game. This has not been the case when it comes to the 737 Max and 787 Dreamliner programmes....
...A lack of strong leadership means suppliers need time to co-ordinate with each other and with customers, making battery manufacturers slower to set up new production lines, he said....
...Jeff Yass, the billionaire co-founder of Susquehanna, for example, is a huge donor to Republican groups and met Donald Trump shortly before the presidential contender reversed his stance on TikTok (Trump...
...Taiwan’s Acer and Asustek both told Nikkei Asia that they see local production in India as a long-term trend....
...to follow a distinctive pattern....
...But she adds, “The whole ecosystem is costly, from the research and development phase to production.”...
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...A version of this article was first published by Nikkei Asia on January 31. ©2024 Nikkei Inc. All rights reserved....
...The Federal Aviation Authority has grounded 171 of the Max 9 aircraft pending inspections of the production lines as well as suppliers....
...Smith says regenerative agriculture “makes a lot of sense” and will deliver a host of benefits for the environment, farmers and food production “But the carbon angle has been oversold.”...
...The FAA has 20 inspectors at Boeing and six at Spirit auditing the companies’ production and quality control practices....
...“Shanahan is a no-nonsense guy who knows production and, importantly, knows Boeing — and Boeing knows him.”...
...But the Biden administration has now confirmed it will offer Taiwan Semiconductor Manufacturing Co, the chip powerhouse making key AI chips and processors for Nvidia, Apple and AMD, some $6.6bn in grants...
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