CHIP Wars: Semiconductor mayhem

[frugal.rock]

Interesting...

Vedanta and Foxconn sign agreement with Indian state for $20 billion semiconductor unit

"The world will watch India rapidly emerge as a very strong semiconductor player," said Ashwini Vaishnaw, India's IT Minister.

techcrunch.com

 

[frugal.rock]

Not a fan of this news agency in general, however the author of this article is experienced and writes well.

https://www.news.com.au/finance/economy/world-economy/big-tech-companies-are-moving-production-out-of-china-over-geostrategic-concerns/news-story/ce27ed75e2ba0617e90a9d5f75034450

 

[divs4ever]

Interesting...

Vedanta and Foxconn sign agreement with Indian state for $20 billion semiconductor unit

"The world will watch India rapidly emerge as a very strong semiconductor player," said Ashwini Vaishnaw, India's IT Minister.

techcrunch.com

won't go far until they make their own stuff ( to their OWN design , and evade the Western patent entanglement )

both China and Japan are working on chips of their own design

 

[frugal.rock]

"China tech shares sink as U.S. export curbs raise chip sector hurdles"

China tech shares sink as U.S. export curbs raise chip sector hurdles

By Josh Horwitz and Jason Xue

www.reuters.com

 

[frugal.rock]

Apple freezes plans to use China's YMTC chips - Nikkei

U.S. tech giant Apple Inc has put on hold plans to use memory chips from China's Yangtze Memory Technologies Co (YMTC) in its products, after Washington imposed tighter export controls against Chinese technology companies, the Nikkei reported on Monday.

www.reuters.com

 

[divs4ever]

Apple freezes plans to use China's YMTC chips - Nikkei

U.S. tech giant Apple Inc has put on hold plans to use memory chips from China's Yangtze Memory Technologies Co (YMTC) in its products, after Washington imposed tighter export controls against Chinese technology companies, the Nikkei reported on Monday.

www.reuters.com

they will soon regret that , but Russia can make smarter missiles now , it will all sort itself out ( expect Chinese made devices to get exponentially better )

 

[frugal.rock]

China holds emergency talks with chip firms after U.S. curbs -Bloomberg News

China's Ministry of Industry and Information Technology convened a series of emergency meetings over the past week with leading semiconductor companies, seeking to assess the damage from the U.S. chip restrictions, Bloomberg News reported on Thursday.

www.reuters.com

 

[frugal.rock]

The fate of the world economy may depend on what happens to a company most Americans have never heard of

The Taiwanese firm TSMC is the world's largest chipmaker. But if tensions boil over with China, it could have trillions of dollars of economic costs.

www.businessinsider.com

 

[frugal.rock]

"Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources"

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources By Reuters

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources

au.investing.com

 

[divs4ever]

"Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources"

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources By Reuters

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources

au.investing.com

and what makes Apple think life in India will be any rosier ,
Apple ( and Foxconn ) , in my opinion , creates it's own problems , and India has plenty of experiences with predatory internationals

it will be interesting to see in Qualcomm now gets red-carpet treatment in China , as China will start to create it's own info-tech empire and tech

 

[frugal.rock]

Looking like China has lost this one, for now...

Bloomberg - Are you a robot?

www.bloomberg.com

You tube of Bloomberg also- for the audio visually inclined.

 

[waterbottle]

Desktop GPU Sales Hit 20-Year Low

The industry shipped 42 percent fewer discrete GPUs than a year prior.

www.tomshardware.com

GPU sales down

 

[frugal.rock]

Desktop GPU Sales Hit 20-Year Low

The industry shipped 42 percent fewer discrete GPUs than a year prior.

www.tomshardware.com

GPU sales down

What's the best thing about a desktop?
It's a desktop.
What's the worst thing about a desktop?
It's a desktop.

Meanwhile, this should sell a few chips.

"Android to get satellite connectivity via Qualcomm-Iridium partnership"

Android to get satellite connectivity via Qualcomm-Iridium partnership By Proactive Investors

Android to get satellite connectivity via Qualcomm-Iridium partnership

au.investing.com

 

[waterbottle]

Global PC shipments collapsed 28% in Q4: Gartner

PC sales continue to decline, as Gartner reports worldwide shipments dropped a stunning 28% in Q4.

finance.yahoo.com

TSMC also reporting lower (albeit record breaking) profits

Logitech reporting poorer profits for the past quarter and have revised 2023 outlook lower

Anyone shorting?

 

[frugal.rock]

Another piece to the puzzle.
I note RVS on the ASX is on the move. 🧐

Chinese chip trade group opposes export controls from U.S., Netherlands, Japan

The China Semiconductor Industry Association (CSIA), the country's top chip industry trade group, opposes reported export controls from the United States, Japan and the Netherlands, it said on Wednesday.

www.reuters.com