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Nippon Steel
Senators urge White House to investigate Nippon Steel ties to China
...Nippon told the FT that it has never had an office in the north-western region....
April 2, 2024
Intel Corp
Intel to receive $8.5bn in US funding for high-end chip manufacturing
...The vast majority of high-end semiconductors are at present manufactured by TSMC....
March 20, 2024
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
Investor activism
Activist wins board seats at railroad Norfolk Southern but fails to oust CEO
...The accident, which raised questions about safety across the North American rail freight industry, has been blamed for spreading dangerous pollutants in the area — a claim that the Atlanta-based company...
May 9, 2024
Gideon Rachman
How long can Japan remain a haven from China?
...One official argues that Japan faces a more dangerous environment than any other G7 nation — because it has China, Russia and North Korea as close neighbours....
April 29, 2024
#techAsia
The new chip race and iPads in Vietnam Premium content
...Only TSMC, Intel and Samsung remain at the forefront of the chip race, with each aiming to produce 2-nanometer chips by 2025....
December 14, 2023
LexIndustrial goods
Rush for high voltage connectors will mean more cable hook-ups Premium content
...Just eight of these though are North American, where markets are already highly concentrated....
April 19, 2024
FT Live
Innovative Lawyers Awards North America
Celebrating innovations from both law firms and in-house teams in the region
Monday, 9 DecemberGotham Hall, Broadway, New York, NY, USA
Investing in funds
State Street’s SSGA warns investors on additional costs of T+1
...Some firms were adapting fund settlement cycles to T+1 at the umbrella level, while others were making decisions at the sub-fund level based on their level of North American holdings, he added....
April 17, 2024
The Big Read
How Huawei surprised the US with a cutting-edge chip made in China
...Until sanctions were introduced in May 2020, Huawei sold Ascend AI chips made by TSMC....
November 30, 2023
Retail & Consumer industry
Food and drinks giants flag price pressure on low-income consumers
...PepsiCo’s North American beverages division saw sales volumes fall 5 per cent in the first three months of the year....
April 30, 2024
Baltimore
Big ships, big problems
...(In the interest of accuracy we are reckoning in the same feet used by American charts and the Corps of Engineers.) The Chief’s Report was only a recommendation....
March 28, 2024
LexExxonMobil
Exxon and Chevron must decide whether they are more enemies than ‘frenemies’ Premium content
...Expect the pair to keep that big picture in mind as they tussle over Stabroek, regardless of how valuable those particular South American deposits may be....
February 27, 2024
Space industry
Are investors prepared for *checks notes* nuclear war in space?
...That is bad news for the American VCs desperate to become asteroid miners....
February 23, 2024
Chris Miller
What the most ‘Chinese’ smartphone yet tells us about politics
...If the Chinese market looks lost, American companies have no reason to lobby for access to it....
September 21, 2023
Gillian Tett
It’s time to be honest about America’s commercial real estate hangover
...But the problem is that as long as these “pretend and extend” tactics are playing out, uncertainty will haunt the property sector, threatening to undermine American growth....
March 21, 2024
LexElaine Moore
The Lex Newsletter: Jensen Huang is in his champion Era Premium content
...The New Yorker has found that many US chains, including McDonald’s, are being supplied with seafood from Chinese companies that use forced labour from North Korea....
March 22, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Special ReportInvesting in America
‘Our secret weapon’: how a university bolstered Phoenix’s rise as US chip capital
...In the city’s north-west, its burgeoning plants are rapidly growing out of a plot of land larger than New York City’s Central Park....
November 2, 2023
Brooke Masters
Green pledges mean nothing if you can’t get the permits
...The US’s federal system complicates efforts to push through a nationwide strategy, but Americans have something to learn from the way Japan’s government is helping Taiwanese group TSMC build a giant semiconductor...
December 13, 2023
ExxonMobil
Exxon chief earns four times as much as bosses at Shell and BP
...“North American companies place a greater emphasis on pay-at-risk,” said Stephen Diotte, compensation practice leader at the Bedford Group, a Calgary-based consultancy....
April 11, 2024
Israel
Iran accuses Israel of killing general in Damascus consulate strike
...But in recent weeks Tehran had sought to ease tensions with Washington in the wake of a January drone attack on a US military base on the Jordanian-Syrian border, which killed three American troops....
April 1, 2024
The Big Read
The Japanese semiconductor deal spooking rivals and investors
...The Financial Times revealed in January that JSR’s American chief executive, Eric Johnson, and the rest of the board had previously rejected an approach from the German group Merck that could have led to...
January 29, 2024
News in-depthMiddle East conflict
The night Iran’s missile spectacle rattled Israel
...Around the same time, dozens of fighter aircraft and defensive systems were deployed to fend off the attack — not just Israeli, but British, Jordanian and American....
April 14, 2024
#techAsia
Microsoft’s chip move and Disney’s India dilemma Premium content
...Monthly revenue per viewer in the country is only 70 cents on average, far below the $7.50 average in North America....
November 23, 2023
The Big Read
Formula One’s growing pains
...We need to have American drivers winning races.”...
March 1, 2024
Live news updates from July 20: Netflix and Tesla tumble, EU prepares €20bn weapons fund for Ukraine
What to watch in North America
...Other earnings: US carrier American Airlines, semiconductor manufacturer TSMC, tobacco group Philip Morris and home construction company DR Horton will also report earnings before the bell....
July 20, 2023
LexNamibia
Big Oil’s success in Namibia will push others to drill for growth
...In fact, there have been very large oil discoveries including in the Norwegian North Sea, offshore Guyana (11bn barrels of oil) and, most recently, offshore Namibia....
March 6, 2024

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