SEM
- ECONOMY
UBS O’Connor CIO Tries to Stay ‘Million Miles’ From Meme Stocks
(Bloomberg) — Kevin Russell, chief investment officer of UBS Group’s $9 billion hedge-fund unit UBS O’Connor, joined this week’s “What…
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Transcript: Brian Venturo on the Battle for Semiconductors
And price definitely changes with where crypto is, right?They know that they have a limited supply. It’s virtually unlimited demand.…
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Carmakers Forced by Chip Crisis to Rethink Just-In-Time Ordering
(Bloomberg) — A century after automakers showed the world the value of assembly-line manufacturing, a shortage of semiconductors is teaching…
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It’s a Horrible Time for ‘Just in Time’ Business Models
Joe:What does the typical market look like? Brian:Well, you know, like sitting here today, I would die to go back to like…
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The Economy Is Booming. Why Don’t Firms Believe It?
The basic idea is that changes in the level of investment impact the level of present consumption at the same…
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Key Areas Traders Watch Out for as Taiwan Lockdown Risk Looms
(Bloomberg) — Taiwan’s collapse from one of the world’s most successful Covid-19 containment stories rattled investors last week. Now, as…
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Biden Team Seeks Chip Information Sharing to Ease Supply Crunch
(Bloomberg) — Commerce Secretary Gina Raimondo said the Biden administration is exploring how to help semiconductor producers and buyers share…
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AMD CEO Lisa Su Says Chipmaker’s Path Gets Tougher From Here
(Bloomberg) — Advanced Micro Devices Inc. Chief Executive Officer Lisa Su, who took the helm in 2014, has returned the…
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Cisco Shares Slip on Forecast for Higher Costs to Erode Profit
(Bloomberg) — Cisco Systems Inc., the biggest provider of equipment that runs the internet, gave an upbeat revenue forecast, bolstered…
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Ampere Says Microsoft, Tencent Are Customers, Unveils New Design
(Bloomberg) — Ampere Computing, a startup aiming to make a dent in Intel Corp.’s dominance of the lucrative server chip…
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Intel Is Making a Very Big Mistake by Dissing Asia
(Bloomberg Opinion) — The Western world has a problem, and Intel Corp. is here to fix it. That’s the apparent…
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The World Economy Is Suddenly Running Low on Everything
(Bloomberg) — A year ago, as the pandemic ravaged country after country and economies shuddered, consumers were the ones panic-buying. Today,…
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Transitory or Not, Signs of Inflation Are Roiling Asset Markets
(Bloomberg) — Over and over again, Federal Reserve officials have advised that any pickup in inflation this year was bound…
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Europe Looks to Secure Chip Supply After ‘Naive’ Past Approach
(Bloomberg) — Europe was naive to outsource so much of its semiconductor design and manufacturing in recent decades, a top…
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Inflation Risk Intensifies With Supply Shortages Multiplying
(Bloomberg) — Signs of inflation are picking up, with a mounting number of consumer-facing companies warning in recent days that…
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Intel to Invest $3.5 Billion to Upgrade New Mexico Site
(Bloomberg) — Intel Corp. said it will spend $3.5 billion to upgrade its chip factory in New Mexico, part of…
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Apple and Facebook’s Staggering Results Aren’t Sustainable
(Bloomberg Opinion) — The problem with posting blowout numbers is that it raises the obvious follow-up question: Can you top this? For…
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Qualcomm Gives Bullish Outlook on Strong Demand for Smartphones
(Bloomberg) — Qualcomm Inc., the world’s largest smartphone chipmaker, gave a bullish forecast for the current quarter, buoyed by surging…
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There’s a Good Side to the Chip Shortage
Despite all the moaning and groaning around the lack of semiconductors, automakers globally have posted pretty stellar results even as they’ve…
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AMD Gives Bullish Forecast, Raises 2021 Revenue Outlook
(Bloomberg) — Advanced Micro Devices Inc. gave a strong second-quarter sales forecast indicating the chipmaker is taking market share from…
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Anti-Asian Atmosphere Chills Chinese Scientists Working in the U.S.
(Bloomberg Businessweek) — Nianshuang Wang arrived in the U.S. from China about seven years ago to help explore an obscure…
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Big Tech $100 Billion Foreign-Profit Hoard Targeted by Tax Plan
(Bloomberg) — Technology giants led by Apple Inc. and Microsoft Corp. disclosed more than $100 billion in profit outside the…
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Intel’s Latest Hail Mary Is a $20 Billion Bet on American Manufacturing
(Bloomberg Businessweek) — The statement, conveyed as the third bullet point of a quarterly earnings release, was both mind-numbingly technical…
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Fed Sees Supply-Chain Issues Growing Despite Better U.S. Outlook
(Bloomberg) — The Federal Reserve is seeing both labor and material shortages mounting up across several sectors of the U.S.…
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Rubber Scarcity Creates New Headache for Beleaguered Automakers
(Bloomberg) — Automakers struggling with pandemic-induced plant shutdowns and a global chip shortage are now confronting another supply chain headache:…
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Israeli Chipmaker Valens In PTK SPAC Merger Talks
(Bloomberg) — Israeli chipmaker Valens Semiconductor Ltd. is in talks to go public through PTK Acquisition Corp., a blank-check firm,…
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Nvidia to Make Central Processing Units, Going After Intel
(Bloomberg) — Nvidia Corp. said it’s offering the company’s first server microprocessors, extending a push into Intel Corp.’s most lucrative…
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White House to Hear From Companies Vying for Scarce Chips
(Bloomberg) — Top Biden administration officials will hear Monday from companies vying with each other for a sharply constrained global…
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Alibaba Wishes $2.8 Billion Could Take the Target Off Its Back
Although they were on the hook for a $975 million fine, the ruling by the National Development and Reform Commission…
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White House to Host Over a Dozen Companies at Chips Meeting
(Bloomberg) — President Biden’s top economic and national security advisers will host more than a dozen chief executive officers on…
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Samsung Profit Beats Estimates as Mobile Sales Cushion Fab Loss
(Bloomberg) — Samsung Electronics Co.’s profit for the first quarter beat analysts’ estimates as strong smartphone and gadget sales softened…
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Intel Brings Delayed Tech to Server, Ready for ‘Huge Build-Out’
(Bloomberg) — Intel Corp., the world’s largest chipmaker, said it’s offering a revamped version of its Xeon range in time…
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Republicans Hint at Support for Much Smaller Infrastructure Plan
(Bloomberg) — Republicans may be ready to support limited infrastructure spending in President Joe Biden’s spending proposal, which would require…
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Growing Global Water Crisis Creates a New ESG Market
About six weeks ago, millions of homeowners across Texas suddenly found their water to be possibly contaminated—or lost access to…
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China-U.S. Tensions Can Boost India’s Tech Dreams, Report Says
(Bloomberg) — Friction between the U.S. and China could give India the boost it needs to become a global tech…
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Stellantis Idles Five North American Plants on Chip Shortage
(Bloomberg) — Stellantis NV, the automaker formed from the merger of Fiat Chrysler Automobiles NV and PSA Group, said Friday…
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Intel’s Chip Moonshot Is About Supremacy, Not Profit
(Bloomberg Opinion) — He may not be the leader of the free world, but Pat Gelsinger has just put himself…
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Intel CEO Charts Comeback on Foundry Model TSMC Mastered
(Bloomberg) — Intel Corp. unveiled a grand plan Tuesday to restore its past chipmaking glory. To succeed, new Chief Executive…
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Intel Spending Billions to Revive Manufacturing, Chase TSMC
(Bloomberg) — Intel Corp. unveiled an ambitious bid to regain its manufacturing lead by spending billions of dollars on new…
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Chip Shortages Force More Cuts at North American Auto Plants
Automakers are expanding and extending production cuts at some North American plants as they cope with a worsening global shortage…
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AMD’s Latest Chips Set the Stage for a Stellar Year
(Bloomberg Opinion) — It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages…
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ANA Sees Global Chip Shortage as Good Cargo Opportunity in 2021
(Bloomberg) — ANA Holdings Inc. expects its cargo unit to receive a boost this year from the global chip shortage…
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See, Carmakers, the Chip Shortage Isn’t Personal
(Bloomberg Opinion) — After months of carmakers and supportive governments complaining that a shortage of chips was hurting business, one more company has come…
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China Chip Industry Group Says It’ll Work With U.S. Counterpart
(Bloomberg) — A Chinese semiconductor industry group says it has agreed to work with its U.S. counterpart on chip-related issues,…
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Broadcom Falls After Chip Sales Miss IPhone-Fueled Expectations
(Bloomberg) — Broadcom Inc. shares fell after the company’s main chip division reported revenue that just missed Wall Street estimates.…
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South Korea and Taiwan’s Chip Power Rattles the U.S. and China
(Bloomberg Businessweek) — There’s nothing like a supply shock to illuminate the tectonic shifts in an industry, laying bare the…
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China Investors Await Policy Signals to Boost Faltering Stocks
(Bloomberg) — China’s renewable energy, defense and technology sectors are poised for a boost from the nation’s top political meeting…
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Intel Told to Pay $2.18 Billion After Losing Texas Patent Trial
(Bloomberg) — Intel Corp. was told to pay $2.18 billion after losing a patent-infringement trial over technology related to chip-making.…
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Biden Putting Tech, Not Troops, at Core of U.S.-China Policy
(Bloomberg) — The Biden administration is moving to put semiconductors, artificial intelligence and next-generation networks at the heart of U.S.…
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Biden Team Pressing Taiwan, Allies on Auto Chip Shortfall
(Bloomberg) — President Joe Biden’s top economic adviser, Brian Deese, has sought the Taiwanese government’s help resolving a global semiconductor…
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