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...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....
...Washington is concerned about the possibility of crippling trade disruptions resulting from a Chinese invasion or blockade of the island, which accounts for production of more than 90 per cent of the world...
...Apple has been trying to unwind its years-long dependence on China for its manufacturing and supply chains, amid growing trade tensions between Washington and Beijing....
...the semiconductor supply chain....
...A flood of Chinese-produced solar panels is driving prices to record lows in the US, a boon for renewable energy developers but a threat to solar manufacturers trying to create a domestic supply chain for...
...Russia’s enriched uranium makes up 30 per cent of EU supply....
...The Biden administration, moreover, has touted “friendshoring”, or focusing supply chains on allies. Friendshoring ought to go both ways....
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
...“Uncertainty is harmful in supply chains, too,” he added. “If Trump wins, Japanese companies will have to think seriously about their Chinese businesses.”...
...In another example, Shenzhen-based Appotronics, which provides laser projectors for nearly half of China’s cinemas, will supply BMW with laser technology for some of the German group’s latest in-car displays...
...The deal is the latest example of how ties between Apple and China have, in some areas, strengthened in spite of growing geopolitical tension between Washington and Beijing....
...A version of this article was first published by Nikkei Asia on February 2. ©2024 Nikkei Inc. All rights reserved....
...on Lake Washington’s Mercer Island....
...then had been a little-known Austin-based supply chain company....
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
...Prices have also been raised by tight supply, after a drought of investment in new projects in the 2010s....
...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....
...A version of this article was first published on October 25 by Nikkei Asia. ©2023 Nikkei Inc. All rights reserved....
...He noted that when he visited one of the factories in Washington in December 2019, assembly workers never rotated away from their stations....
...Anti-China sentiment in Washington has percolated into the minds of US consumers....
...Substrate and printed circuit board suppliers — the capacity of which is centred largely in Taiwan and China — are shifting production amid the ongoing Beijing-Washington tech war....
...So it sort of narrowly focuses on certain areas where I think both in London and Washington, they want to strengthen supply chains and the resilience of supply chains....
...“Vladimir Putin is also the CEO of Russia Oil Inc and he understands the dynamics of the market very well,” Yergin said....
...Between them, Intel and TSMC have already taken nearly 40 per cent of the total $39bn that is available from Washington to support onshoring vital semiconductor production. Time to strike?...
...Relationship issues South Korean battery makers could be forced to pick sides between the US and China thanks to Washington’s introduction of guidelines on foreign entities of concern (FEOC), writes Nikkei...
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