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News in-depthXiaomi Corp
The Steve Jobs of China turns car salesman in Xiaomi’s EV evolution
...“They think as a tech company, not a traditional auto company,” he said. Additional reporting by Wenjie Ding in Beijing and Edward White in Shanghai...
April 5, 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
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Exchange traded funds
Investors pump record sums into bond and ‘quality’ stock ETFs
...Labour supply is tight in the US,” he said....
January 16, 2024
BYD Co Ltd
BYD loses EV throne to Tesla as sales slip
...Analysts said the ongoing price war in China’s auto market could lead to a vicious cycle. “In the case of China, when the price is lower, people think, ‘wait a minute....
April 2, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
April 3, 2024
News in-depthElectric vehicles
US auto salvage industry braced for impending bounty of junk EVs
...from companies such as LKQ to supply their network of collision repair shops....
October 11, 2023
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
Inside BusinessSujeet Indap
Hertz and Carvana: what their diverging fortunes tell us
...Used auto prices may now be slightly dropping but cars remain expensive and supply-constrained. The two companies now happen to rely upon each other as counterparties....
November 30, 2023
Big Tech
Microsoft neck and neck with Apple in fight to be world’s most valuable company
...Apple and Microsoft have been rivals since the 1980s, when the company founded by Steve Jobs and Steve Wozniak accused Bill Gates’ Windows maker of stealing the “look and feel” of its Macintosh computer...
January 11, 2024
Electric vehicles
China’s EV suppliers look to leverage superior tech to recouple with west and drive expansion
...The company is also working with Singapore-based FEST Auto to sell EVs to the European logistics market....
February 18, 2024
Due Diligence
Private equity takes over golf Premium content
...“I think it won’t be rubber stamping [Elon’s wishes] any more,” said Philippe Houchois, auto analyst at Jefferies....
February 1, 2024
FT Swamp Notes
Does DoJ versus Apple signal a market top? Premium content
...Then Microsoft, in partnership with IBM and the PC clones that soon proliferated, unseated Apple from its perch and the company began to flounder, ultimately deciding to force out Steve Jobs....
March 25, 2024
Energy Source
Oil and gas executives expect slower transition to net zero Premium content
...But executives think AI could improve supply chains and production....
March 14, 2024
#techAsia
Asians woo Tesla, Taiwan’s Kinsus mulls Malaysia substrate play Premium content
...At the same time, the Japanese auto industry is being challenged by other Asian nations....
January 18, 2024
Andrew Hill
Apple workers deserve iDorms as good as the technology
...In 2011, pitching for approval for Apple’s new headquarters in what was his last public appearance, Steve Jobs told city councillors in Cupertino, California, that the company had “a shot at building the...
December 15, 2023
Inside BusinessRichard Waters
Apple’s slow-burn approach to products
...That reflects supply constraints in the short term, though a $3,499 price tag has also made it prohibitively expensive for most....
January 25, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Electric vehicles
‘The early adopters have adopted’: US carmakers slow their EV growth plans
...“It feels like the early adopters have adopted,” said Fitch ratings analyst Steve Brown....
October 28, 2023
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...Such efforts underline how Huawei is trying to build up its own chip supply chain and prove to the world it can withstand a US clampdown....
April 11, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...Speaking to reporters this week, he said his company’s most immediate challenge was the volatile prices of displays, which have been fluctuating violently due to supply gluts....
March 14, 2024
Hertz Global Holdings Inc
How Hertz’s bets on Tesla and a Goldman veteran veered off course
...“Steve is a super smart guy with a great pedigree. But he was a numbers guy not an EV or turnaround expert,” said Ian Zaffino, an equity research analyst at Oppenheimer....
March 20, 2024
News in-depthBYD Co Ltd
Wang Chuanfu, the driving force behind BYD’s rise
...“Four to five years ago no one would have thought that Chinese EVs would have the quality or reliability to compete,” said Tu Le, founder of Sino Auto Insights, a Beijing consultancy....
January 4, 2024
Moral Money
Electric vehicle uptake faces major obstacles, despite rosy projections Premium content
...Let’s not forget supply chain worries....
September 15, 2023
ExplainerElon Musk
What the $56bn Tesla pay deal setback means for Elon Musk and his empire
...Philippe Houchois, auto analyst at Jefferies, said the latest saga might spark governance changes. “It is too risky for the board to carry on as it is,” he said....
January 31, 2024
Lotus Cars Inc.
Lotus EV unit warns of China risks ahead of Spac listing
...Lotus Technology said its “supply chain efficiency also relies heavily on Geely”....
October 20, 2023
Inside BusinessChristian Davies
South Korean display industry still paying a heavy price for Chinese deal
...The display industry features much less prominently than chips or batteries in debates on economic security and supply chain resilience....
December 6, 2023
Electric vehicles
Sales of electric vehicles in the US are accelerating
...Sales of electric models, like the auto industry as a whole, are improving because as the supply chain crisis has eased, manufacturers are no longer struggling as much to obtain the parts necessary to build...
July 8, 2023

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