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...The Biden administration has revoked export licences that allow Intel and Qualcomm to supply Huawei with semiconductors as Washington increases the pressure on the Chinese telecoms equipment company....
...Samsung and SK Hynix are large sources of second-hand equipment supply due to the rapid turnover of tools as memory chipmakers move swiftly from one generation of chip to the next....
...currently execute contracts for delivery in September 2023 at approximately $72 barrel, compared to about $90 if they had entered into the contract last summer when markets were more worried about adequate supplies...
...Two of the standout winners of 2020 were Peloton, the pricey exercise bike company, and used auto retailer Carvana. Both were lossmaking business models with complex supply chains....
...“So that’s also a reason we equipment and tool vendors need to seek new growth drivers,” he said, adding that there were also new opportunities in chip packaging, an area of the supply chain that was traditionally...
...The company manufactures factory equipment used to produce EV batteries....
...After getting into the chip production business, the company is now moving upstream, building a massive semiconductor equipment R&D centre in western Shanghai, Nikkei Asia’s Cheng Ting-Fang writes....
...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....
...The company will continue to invest about ¥40bn annually in facilities and equipment for medium- to long-term growth, 60 per cent of which will be spent overseas, including in Singapore....
...Ericsson has scored a significant victory over rival Nokia after US giant AT&T selected the Swedish group for the rollout of a new kind of 5G network, in a deal that will shake up the equipment supply chain...
...The supply glut has enticed US power companies to favour imports over more expensive domestic panels as they build new solar generating complexes....
...A handful of gas producers indicated plans to curtail drilling programmes in recent days as weak prices put pressure on their profit margins....
...Geopolitical risks are at their highest level in half a century, the head of one of the world’s biggest oilfield services companies has said, raising concerns about energy supplies and helping to fuel a...
...This shift of key iPad engineering work is a major boost for Vietnam’s position in the global electronics supply chain, executives and analysts told Nikkei Asia....
...“Malaysia could be a hub to supply the south-east Asian markets.” A Kinsus spokesperson told Nikkei Asia that the company was planning to expand its presence outside of China....
...The ITC has since morphed into a forum for deciding whether imports pose an unfair threat to “domestic industry” — a quaint-sounding anachronism in an age of multinational companies and global supply chains...
...Their moves could also have a magnetic effect on substrate and production equipment makers in south-east Asia....
...Skilled trades people, such as welders, rig workers and heavy equipment operators who are essential to keeping oil and gas flowing, are also in short supply....
...Since then, valuations of chip companies and their suppliers have taken off, with the technology’s strategic importance in the supply chain highlighted by US efforts to restrict Chinese access to advanced...
...A version of this article was first published by Nikkei Asia on September 29. ©2023 Nikkei Inc. All rights reserved....
...most only went overseas if the supply chains they served did....
...He also predicts a good year for large renewable developers as equipment prices fall....
...On Friday, data showed that the number of drilling rigs deployed across the country had fallen for the eighth week in a row, according to Baker Hughes, an oilfield services company....
...But if equipment reliability can be increased and companies can add years to the use of their IT equipment without spending more on repairs, it could also help them to avoid semiconductor supply chain problems...
...Many of the largest names in the US solar industry have shared Sunrun’s pain as higher interest rates, cost inflation, California regulatory changes and supply chain issues have checked much of the momentum...
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