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...“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....
...Only TSMC, Intel and Samsung remain at the forefront of the chip race, with each aiming to produce 2-nanometer chips by 2025....
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...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....
...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....
...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....
...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....
...We have noticed that overseas customers — especially those in Europe and North America — tend to go to Samsung or Google for Android phones rather than Chinese smartphone brands....
...Samsung SDI has a similar partnership with Stellantis, the group behind Peugeot, Fiat Chrysler and Jeep....
...has lessons for todayTwenty years ago next week, a massive accounting scandal hit a leading US growth company, drove it into bankruptcy and spurred tighter accounting and securities laws that still shape America...
...It’s an important win for activists in Korea Inc., where corporate behemoths including Samsung and Hyundai operate without much interference....
...Thursday: Samsung Electronics announces first-quarter earnings guidance....
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