Hints and tips:
...“Fabricating chips in America but then shipping them overseas to be packaged creates supply chain and national security risks that we just can’t accept,” the administration said, in a reference to US reliance...
...Samsung declined to comment....
...Currently, only SK Hynix, compatriot Samsung Electronics and America’s Micron are capable of providing HBM chips....
...Only TSMC, Intel and Samsung remain at the forefront of the chip race, with each aiming to produce 2-nanometer chips by 2025....
...And it is not only electronic giants like Samsung and Siemens — smaller exhibitors are also joining the AI craze....
...Suggested reads Samsung unveils AI-powered Galaxy S24, starting new era in smartphone race (Nikkei Asia) US companies and Chinese experts engaged in secret diplomacy on AI safety (FT) Apple tops Samsung...
...Still, Bank of America analysts last week upgraded their rating on Apple stock....
...A version of this article was first published on November 3 by Nikkei Asia. ©2023 Nikkei Inc....
...Bank of America has estimated that China accounts for up to 50mn in annual iPhone sales and that such a ban could cost Apple 5-10mn units a year....
...The “prime age” employment rate is now below pre-pandemic levels: In a note published yesterday, Skanda Amarnath at Employ America points out that In the 1990, 2008, and 2001 recessions, prime-age employment...
...Top global chipmakers TSMC, Samsung and Intel are also targeting 2025 for the start of their own 2-nm production....
...Monthly revenue per viewer in the country is only 70 cents on average, far below the $7.50 average in North America....
...South Korean chipmakers have expressed alarm at tough conditions revealed this week for companies taking advantage of a $39bn US federal fund designed to encourage advanced chip manufacturing in America....
...Our friends at Bloomberg totted up $64bn of hitherto “hidden leverage” revealed across corporate America through these disclosures, producing this handy chart of the biggest users of supply-chain finance...
...Kyung Kye-hyun, formerly the chief executive of Samsung Electro-Mechanics, was installed in December as head of Samsung’s chipmaking Device Solutions business, where he first started his career....
...But far more significant than the short-term risk is how the protests reminded the world that America’s most valuable brand increasingly finds itself beholden to America’s biggest geopolitical rival....
...“Semi downturns happen every three to four years, and we could be due for another one,” Bank of America analysts said in a report last week....
...Driverless cars do not just have to control the mechanics of a vehicle, they have to understand the world around them and make rapid decisions when circumstances change....
...Kyung Kye-hyun, chief executive of affiliate Samsung Electro-Mechanics, will head the chip business, which accounts for almost two-thirds of the company’s operating profit....
...Musk, who bought Twitter for $44bn in October, rallied his 120mn followers to support a “revolution against online censorship in America”....
...A week later, on August 10, Samsung will unveil its next foldable phones at a Galaxy Unpacked event....
...Kyung Kye-hyun, chief executive of affiliate Samsung Electro-Mechanics, will be the new head of its semiconductor business, while its consumer electronics and mobile divisions will merge under Han Jong-hee...
...TSMC will not always have that crown (Intel once had it, Samsung was once close) but making chips is hard and leadership changes hands infrequently....
...In a report today, Bank of America analysts say geopolitical conflicts are redrawing the map of the $556bn chip industry....
...That contrasts with rivals such as Samsung, which have sharply cut back manufacturing in China....
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