Latest in Expectations Chip Business
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Samsung Sees Progress in Memory Chips for AI After Delays
The South Korean technology giant reported better-than-expected net profit for the third quarter, but its core semiconductor business earnings shrank sharply from the previous quarter.Tech - The Wall Street Journal - 1 hour ago -
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.Business - The Wall Street Journal - October 15 -
Trump accuses Taiwan of stealing U.S. chip industry. Here's what the election could bring
Trump said tariffs should be put on Taiwan's chips during an appearance on "The Joe Rogan Experience" podcast.Business - CNBC - 2 days ago -
Potential Harris administration expected to flex pro-business muscle
Also in today’s newsletter, the IMF warns on tariffs and why Omaha could be pivotal to the US electionWorld - Financial Times - October 22 -
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.Business - CNBC - October 16 -
ECB’s Lagarde: ‘We’re breaking the neck of inflation’ after cutting interest rates – business live
Rolling coverage of the latest economic and financial news. Newsflash: Inflation across the eurozone fell by more than initially thought last month, which may cement the chances of interest rate ...World - The Guardian - October 17 -
Sports Direct owner Frasers walks away from Mulberry bid; oil tumbles, dollar rallies – business live
Gold hits record high as conflict in the Middle East prompts investors to seek safe-haven assets. Azerbaijan, the host of the Cop29 global climate summit , will see a large expansion of fossil ...World - The Guardian - October 23 -
What America’s small businesses have to say about 2024 (and what they expect in 2025)
Small businesses employ about half of the workers in this country and generate nearly half of the nation’s gross domestic product. So with the election only a couple of weeks away, what’s their ...Politics - The Hill - October 23 -
Why Business Travelers Can Now Expect Fast, Automatic Refunds for Major Flight Problems
The regulator’s new rules set time limits for delays deserving refunds, and impose reimbursement for other airline changes undermining service to passengers.Business - Inc. - 11 hours ago -
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feastBusiness - Financial Times - October 16 -
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China struggles to break US chip design ‘chokehold’
Beijing pushes for bigger share of crucial electronic design automation marketWorld - Financial Times - October 24 -
Business takes centre stage
Plus, earnings season peaks, Nike’s new boss begins, Tokyo Metro IPO pricing unveiled and Labour woos UK investmentWorld - Financial Times - October 13 -
Western business, the Kremlin and the war
This collection of articles explores the fallout of the war in Ukraine on Western companies operating in RussiaWorld - Financial Times - October 15 -
Inside the Business of Running a Haunted House
Most don’t make it past their third year. But the successful ones have figured out a winning formula.Business - The Wall Street Journal - October 12 -
Toys aren't just child's play. Mattel, Lego and others find 'kidults' bring in big business
Mattel, Lego and other toy companies are targeting a growing number of adults who are buying toys for themselves.Entertainment - Los Angeles Times - October 17 -
Boeing Explores Sale of Space Business
New CEO seeks buyers for Starliner and other NASA projects in quest to rescue manufacturer.Business - The Wall Street Journal - 5 days ago -
Meet the New Home Kitchen Business
Starting in November, licensed home kitchens in Los Angeles County will be able to sell dine-in and to-go meals, as a 5-year-old state law expands.Top stories - The New York Times - 4 days ago -
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.Business - MarketWatch - October 15 -
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.Tech - The Wall Street Journal - October 15 -
Chip industry faces talent shortage as revenues head to $1 trillion | Deloitte
Deloitte says the chip industry will hit $1T in 2030, but a huge talent shortage looms across the entire world.Tech - VentureBeat - October 15 -
Lidwave raises $10M to improve machine vision with on-chip 4D LiDAR
Lidwave has raised $10 million to make machine vision better when it comes to spotting pedestrians in a busy landscape.Tech - VentureBeat - October 14 -
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 -
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...Business - MarketWatch - 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 -
TSMC says it alerted US to potential violation of China AI chip controls
Chipmaker reported having received order for processor resembling that of Chinese company HuaweiBusiness - Financial Times - October 22 -
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 - 6 days ago -
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 - 5 days ago -
China Tightens Its Hold on Minerals Needed to Make Computer Chips
Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access.Business - The New York Times - 2 days ago -
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 - 2 days ago -
China arrests South Korean chip engineer on espionage charges
Move escalates battle over intellectual property theft between Beijing and Seoul in critical semiconductor sectorBusiness - Financial Times - Yesterday -
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 - Yesterday -
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 - 14 hours ago -
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 - 13 hours ago
