14/04 European tech stocks climb as tariff exemptions remove worst-case scenario
-Shares in European tech stocks rose on Monday after the U.S. granted exclusions from tariffs for smartphones, computers and some other electronics imported largely from China.
- Reuters14/04 Taiwan tech supply chain stocks bounce back after Trump tariff exemptions
-Stocks in Taiwanese tech companies that are major suppliers to companies like Apple rose on Monday after the U.S. government granted temporary exclusions from steep tariffs on smartphones, computers and some other electronics imported largely from China.
- Reuters10/04 Intel CEO Lip-Bu Tan's wide-ranging investments in China
-The following are some key investments and their connections to Chinese state entities Lip-Bu Tan has made through Walden International, the San Francisco venture capital firm he founded in 1987, and two Hong Kong-based holding companies.
- Reuters01/04 Euro zone inflation drops in likely boost for rate cut bets
-Euro zone inflation eased as expected last month and a key measure of underlying price pressures also fell, likely adding to already widespread expectations for another European Central Bank interest rate cut later in April.
- Reuters01/04 Samsung Elec appoints mobile chief as interim head of consumer and mobile division
-Samsung Electronics appointed on Tuesday its mobile chief Roh Tae-moon as acting head of the company's consumer and mobiles business, following the death of his predecessor, Han Jong-Hee, a week ago.
- Reuters25/03 Samsung Electronics co-CEO Han Jong-hee dies, leaving new appointee in charge
-Samsung Electronics said on Tuesday that co-CEO Han Jong-hee had died of a heart attack, leaving newly-appointed boss Jun Young-hyun solely in charge of the tech giant as it revamps its underperforming chip business and navigates trade uncertainties.
- Reuters09/03 Breakingviews - A hostile $7 bln chip deal leans on electric faith
-The present looks grim for automotive chipmaker Onsemi . A $6.9 billion hostile offer for rival Allegro MicroSystems could compound the near-term pain. Even with cost cuts, returns promise to be meager, while tariffs and economic gloom cast a bleaker shadow. Yet, despite it all, it’s easy to compute the logic: underlying trends in ever-more-connected cars might deliver more electrifying returns.
- Reuters05/03 Trump wants to kill $52.7 billion semiconductor chips subsidy law
-President Donald Trump said on Tuesday U.S. lawmakers should get rid of a landmark 2022 bipartisan law to give $52.7 billion in subsidies for semiconductor chips manufacturing and production and use the proceeds to pay debt.
- Reuters07/01 Nvidia CEO says company has plans for desktop chip designed with MediaTek
-Nvidia Chief Executive Jensen Huang said on Tuesday that MediaTek will be able to sell the desktop central processor chip the two companies unveiled this week and that Nvidia has undisclosed plans for the chip.
- Reuters09/12 Intel should have focused on AI rather than chipmaking, TSMC founder says
-Intel should have focused on artificial intelligence rather than trying to become a contract chipmaker, the founder of Taiwan Semiconductor Manufacturing Co said on Monday, in relation to the recent departure of Intel's CEO.
- Reuters15/11 US finalizes $6.6 billion chips award for TSMC ahead of Trump return
-The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor production in Phoenix, Arizona.
- Reuters07/11 What Trump's 2024 election win means for Asian companies
-Donald Trump has been elected U.S. president, capping a remarkable comeback four years after he was voted out of the White House.
- Reuters07/11 Trump's tariff threats push Taiwan to help firms move production from China
-Taiwan will help companies relocate production from China given the likely large impact on them from tariffs incoming U.S. President Donald Trump has promised to impose on the country, Economy Minister Kuo Jyh-huei said on Thursday.
- Reuters06/11 Qualcomm forecasts beats estimates, shares jump 8.5%
-Chip designer Qualcomm on Wednesday forecast sales and profit in the current quarter would exceed Wall Street estimates as the company benefits a wave of launches of flagship Chinese smartphones, and its shares rose 8.5% in extended trading.
- Reuters05/11 After SpaceX's requests, Taiwanese suppliers move manufacturing abroad, sources say
-Elon Musk's SpaceX asked Taiwanese suppliers to transfer manufacturing off the island, leading to some relocating portions of their supply chain, according to sources employed by and close to the equipment makers and corporate documents.
- Reuters28/10 Korea Zinc attempts to fend off takeover with stake buyback
-Korea Zinc said on Monday it has secured 9.85% of the company's shares in a buyback that it launched to block shareholders from selling their stakes to its top investor Young Poong and private equity firm MBK.
- Reuters21/10 Qualcomm revamps mobile phone chips for AI, signs Samsung and others
-Qualcomm said on Monday it is bringing technology first developed for its laptop chips to its mobile phone chips, aiming to make them more powerful for generative AI tasks.
- Reuters26/08 Exclusive: China's Didi in talks to sell smart auto assets to state-backed NavInfo's unit, say sources
-China's Didi Global is in advanced talks to sell its smart driving and cockpit assets to state-backed digital mapping firm NavInfo's unit, as the ride-hailer focuses on its core business after a bruising regulatory crackdown, two sources said.
- Reuters20/08 Tech Spotlight: Daily Tech News
-South Korean AI chipmakers Rebellions Inc and Sapeon Korea Inc have finalized a merger, aiming to...
- DEV -22/06 Breakingviews - Tiny Singapore's chip hub retains a big punch
-Tiny Singapore is punching above its weight in global chipmaking. NXP Semiconductors and Vanguard International Semiconductor Corporation unveiled plans this month to build a $7.8 billion factory in the city-state. It follows fresh investments from GlobalFoundries , Micron Technology and others showcasing Singapore's expertise in the industry. Retaining that edge will soon get trickier.
- Reuters11/06 Exclusive: MediaTek designs Arm-based chip for Microsoft's AI laptops, say sources
-Taiwanese chip design giant MediaTek is developing an Arm-based personal computer chip that will run Microsoft's Windows operating system, according to three people familiar with the matter.
- Reuters10/06 Arm, Qualcomm legal battle seen disrupting AI-powered PC wave
-A two-year legal battle pitting two tech titans threatens to disrupt an emerging wave of new personal computers powered by artificial intelligence, tech industry executives and experts say.
- Reuters27/05 China sets up third fund with $47.5 bln to boost semiconductor sector
-China has set up its third planned state-backed investment fund to boost its semiconductor industry, with a registered capital of 344 billion yuan ($47.5 billion), according to a filing with a government-run companies registry.
- Reuters09/05 What is in Huawei's new Pura 70 smartphones
-Huawei's new high-end Pura 70 smartphone series quickly sold out after it was launched last month with analysts touting it as another Apple iPhone challenger and adding to signs of how the Chinese firm is beating back against U.S. curbs.
- Reuters09/05 Exclusive: Huawei's new phone uses more China-made parts, memory chip
-Huawei's latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis showed, pointing to the progress China is making towards technology self-sufficiency.
- Reuters27/04 U.S. chip bans not meant to hobble China's growth, Blinken says
-U.S. export controls on sending advanced computing chips to China are not meant to hold back China's economy or technological development, Secretary of State Antony Blinken said during an interview with National Public Radio on Friday.
- Reuters18/04 TSMC Q1 profit rises 9%, beats market expectations
-Taiwanese chipmaker TSMC posted a 9% rise in first-quarter net profit on Thursday that beat market expectations as it rides a wave of demand for semiconductors used in artificial intelligence applications.
- Reuters18/04 TSMC's first quarter profit rises 9%, beats forecasts
-Taiwanese chipmaker TSMC posted a 9% rise in first-quarter net profit on Thursday that beat market expectations as it rides a wave of demand for semiconductors used in artificial intelligence applications.
- Reuters16/04 TSMC first-quarter profit expected to rise 5% on strong AI chip demand
-Taiwan Semiconductor Manufacturing Co , , the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 5% rise in first-quarter profit on Thursday thanks to strong demand.
- Reuters08/04 TSMC wins $6.6 billion US subsidy for Arizona chip production
-The U.S. Commerce Department said Monday it would award Taiwan Semiconductor Manufacturing Co's (TSMC) U.S. unit a $6.6 billion subsidy for advanced semiconductor production in Phoenix, Arizona and up to $5 billion in low-cost government loans.
- Reuters03/04 Taiwan quake to hit some chip output, cause Asia supply chain disruptions, analysts say
-Taiwan's biggest earthquake since 1999 is likely to cause some disruption across Asia's semiconductor supply chain, analysts say, after chipmakers from TSMC to UMC halted some operations to inspect facilities and relocate employees.
- Reuters22/02 Taiwan chip firms flock to Japan as China decoupling accelerates
-Japan's efforts to rebuild its semiconductor industry are getting a shot in the arm as more and more Taiwanese chip companies expand here - not only to support a new TSMC plant but also excited about the Japanese sector's prospects.
- Reuters04/02 Foxconn sees 'slightly better' 2024, warns on AI chip shortage
-Taiwan's Foxconn , Apple's biggest iPhone assembler and the world's largest contract electronics maker, expects its business this year to be "slightly better" than last year but is facing a shortage of chips for AI servers.
- Reuters31/01 Soaring chip stocks hit as AMD's forecast fails to impress
-High-flying semiconductor stocks slipped on Wednesday after Advanced Micro Devices' disappointing current-quarter revenue forecast added to investor worries over sluggish demand for non-AI chips.
- Reuters16/01 TSMC's Q4 profit to slide 23%, focus on rebounding demand this year
-Taiwan Semiconductor Manufacturing Co Ltd , is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.
- Reuters10/01 Intel challenges Nvidia, Qualcomm with 'AI PC' chips for cars
-Intel said on Tuesday it will launch automotive versions of its newest AI-enabled chips, taking on Qualcomm and Nvidia in the market for semiconductors that can power the brains of future cars.
- Reuters08/11 Taiwan's land squeeze pits advanced chips against ancestral temples
-Wearing rain ponchos and holding photos of their ancestral temples near Hsinchu, Taiwan's semiconductor capital, 40 residents braved lashing winds in early October to protest plans to take their rural land for cutting-edge chip production.
- Reuters01/11 Qualcomm forecasts beast estimates, shares rise
-Chip designer Qualcomm forecast first-quarter sales and profits above Wall Street targets on Wednesday as a smartphone sales slump finally starts to ease and a renewed contract with Apple helps boost its outlook.
- Reuters27/10 Taiwan chip industry pushes government to speed up renewables
-Taiwan's chip industry is ready to work with the government to achieve its 2050 net-zero goal but development of new energy sources needs to be hastened as demand for artificial intelligence booms, a top industry executive said on Friday.
- Reuters20/09 Exclusive: Huawei unit ships Chinese-made surveillance chips in fresh comeback sign -sources
-A Huawei Technologies unit is shipping new Chinese-made chips for surveillance cameras in a fresh sign the Chinese tech giant is finding ways around four years of U.S. export controls, two sources briefed on the unit's efforts said.
- Reuters06/07 VW ready to deal with China metal curbs; chipmakers play down fallout
-Volkswagen is monitoring metals markets after China imposed export restrictions on two minor metals used in semiconductors and electric vehicles, it said on Thursday, while some chipmakers played down fears of shortages.
- Reuters06/07 TSMC foresees no direct impact on production from China's metal export curbs
-Taiwan's TSMC , the world's largest contract chipmaker, said on Thursday it does not expect any direct impact on its production from China's decision to restrict exports of two metals widely used in semiconductors and electric vehicles.
- Reuters29/05 Nvidia, MediaTek partner on connected car technology
-Nvidia Corp and MediaTek Inc on Monday said they will collaborate on technology to power advanced vehicle infotainment systems that can stream video or games or interact with drivers using artificial intelligence.
- Reuters03/05 Qualcomm gives grim outlook as smartphone sales stay weak
-Qualcomm Inc on Wednesday forecast third-quarter revenue and profit below Wall Street estimates, citing worries the smartphone industry would take longer to exhaust excess supply before fresh orders flow in.
- Reuters28/04 Top Taiwan chip designer MediaTek 'rapidly' shifts focus to autos, AI
-Taiwan's top chip design company MediaTek is focusing more resources on chips for cars and AI computing as its smartphone clients face a supply glut and inflation and macroeconomic uncertainty dent demand for consumer electronics.
- Reuters16/03 Exclusive: TSMC's Germany chip plant talks hone in on govt subsidies -sources
-Taiwan chipmaker TSMC's talks with the German state of Saxony about building a new factory are at an advanced stage and are now focused on government subsidies to support the investment, two people familiar with the matter said.
- Reuters10/03 Exclusive: Tesla taps Asian partners to address 4680 battery concerns
-It's crunch time at Tesla Inc , where Elon Musk is looking to crack the code for making better, cheaper batteries.
- Reuters12/01 TSMC defies chip downturn with record Q4; cuts 2023 capex as demand weakens
-Taiwanese chipmaker TSMC reported a forecast-beating 78% rise in quarterly profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.
- Reuters