Latest in China’s Chip Industry
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Trump win invigorates fossil fuel industry
Presented by American Chemistry Council — In the wake of Trump's victory, the industry is hopeful he’ll deliver on his promises and roll back regulations put in place by the Biden administration. ...Politics - The Hill - 2 days ago -
Britain desperately needs a proper industrial strategy
Collaboration between business and government is central to achieving that goalWorld - Financial Times - 14 hours ago -
Why Industry 5.0 Is Changing the Future of Leadership
In the era of Industry 5.0, leaders must balance ethics, sustainability, and purpose to thrive.Business - Inc. - 7 hours ago -
'Amazing showcase' for UK gaming industry cancelled
The organisers blamed "increasing costs and less demand" as the sector continues to struggle.Top stories - BBC News - 1 hour ago -
Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...Business - The Wall Street Journal - October 16 -
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slumpBusiness - Financial Times - October 17 -
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.Business - The Wall Street Journal - October 17 -
Nikon seeks to diversify beyond cameras and chips amid geopolitical tensions
Japanese company’s chipmaking equipment has escaped US export restrictions to China but situation is volatile, says chiefWorld - Financial Times - October 20 -
Arm cancels Qualcomm’s chip design licence amid legal dispute
The SoftBank-backed company is battling the US semiconductor maker over royalty paymentsBusiness - Financial Times - October 23 -
Musk’s $1mn-a-day voter giveaway could violate US law, DoJ warns
Billionaire Trump backer has targeted swing states with contest ahead of presidential electionBusiness - Financial Times - October 24 -
SK Hynix Profit Momentum Continues on AI-Chip Demand
SK Hynix posted record earnings in the third quarter as it continued to ride strong demand for powerful computing chips to support artificial-intelligence applications.Tech - The Wall Street Journal - October 23 -
How Intel Got Left Behind in the A.I. Chip Boom
Intel was for decades Silicon Valley’s dominant chip company. But missed opportunities and poor execution left it on the sidelines in tech’s latest gold rush.Business - The New York Times - October 24 -
Dressed roast squash and chicken and chips: Yotam Ottolenghi’s recipes for autumn comfort
A sweet-sour roast vegetable side with just a touch of heat, and an intense Libyan condiment that dials up a traybake chicken. ’Tis the season for the traybake, for the vegetables that are the ...World - The Guardian - October 26 -
Apple announces new iMac with M4 chip, starts at $1,299
Apple on Monday announced an updated iMac with the company's latest M4 chip.Business - CNBC - October 28 -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - October 30 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - October 30 -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - October 31 -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - November 1 -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - November 1 -
Speaker Johnson does clean up on CHIPS Act repeal question
Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...Politics - The Hill - November 2 -
Harris slams Speaker Johnson’s comments about CHIPS Act
Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...Politics - The Hill - November 2 -
Graphene-chip implant in UK trial could transform brain tumour surgery
Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...World - The Guardian - November 3 -
House Speaker Johnson Walks Back Talk of Repealing CHIPS Act
In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...Business - Inc. - November 4 -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - November 5 -
Why Trump May Drop Plans to Repeal Biden’s Chips Act
The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.Business - Inc. - November 7 -
Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - 2 days ago -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - Yesterday -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - 15 hours ago -
China is turning Japanese
At least that’s what the bond market is whisperingWorld - Financial Times - October 17 -
Mixed news on China’s stimulus
And regional banks as a Trump tradeWorld - Financial Times - 3 days ago -
To China, Trump is ‘poison’
To the dismay of Chinese leaders who already had to deal with Trump for four years, they have not gotten the preferred outcome and are not looking forward to another term.Politics - The Hill - Yesterday -
Hong Kong cuts liquor tax in an effort to reignite its nightlife industry
Hong Kong’s leader has announced a cut in liquor taxes as the Asian financial hub hopes to revive its reputation as a travel destination with a vibrant nightlife and dining sceneWorld - ABC News - October 16 -
The cannabis industry is awaiting a legal green light, but can businesses survive?
Legal gray area surrounding the drug makes it difficult to prepare next steps, with rescheduling a perpetual threat. The Benzinga Cannabis Capital Conference, which took place in downtown Chicago ...World - The Guardian - October 16 -
Ulta Beauty shares tick higher, even as company sees 'headwinds' in beauty industry
Retailer Ulta Beauty did not provide guidance for next fiscal year and said it expects near-term challenges to continue.Business - CNBC - October 16