🇨🇳 China has just reported 4.3% growth in the second quarter, below expectations. China is producing far better than it is consuming. 1️⃣ Industrial production is still growing, exports remain resilient, and strategic sectors such as semiconductors, industrial robots, batteries, #ChinaEconomy #GrowthForecast #IndustrialProduction #CN
Čínský polovodičový průmysl se snaží dohnat Západ, avšak je pro něj snazší navrhovat čipy než je vyrábět, což se v nedávném článku The Economist reflektovalo na výstavě Computex v Taipei, kde dominovala témata umělé inteligence a absence čínských výrobců čipů. #China #semiconductors #AI
🇰🇷 Exports up 54 pct in first 10 days of July on strong chip shipments – Yonhap https://t.co/1UZodXaUV4 #Korea #Exports #Semiconductors #KR
🚨 80% of investors surveyed now see “long global semiconductors” as the most crowded trade in the market, and fundamentally, that makes sense ⚠ ➡️ Semiconductors sit at the heart of the entire AI value and when hyperscalers announce massive CAPEX plans, we all know a large #Semiconductors #Investing #AI #Therearenospecificcountriesmentionedinthetweetyouprovided.
In an exclusive interview, Taiwan's Deputy Foreign Minister François Chih-chung Wu emphasized that a potential Chinese attack on Taiwan would have global repercussions, warning Europe that its security and interests are intertwined with Taiwan's technological significance, particularly in semiconductor manufacturing, which plays a crucial role in various industries, including artificial intelligence and military systems. #Taiwan #China #Semiconductors
TSMC, the world's largest chipmaker, has indicated that rising inflation may lead to price increases, although it assures that any hikes won't be drastic, while emphasizing its commitment to maintaining advanced chip production in Taiwan despite geopolitical pressures and expanding manufacturing elsewhere. #Semiconductors #ChipIndustry #TSMC
Europe Tech Sovereignty-gerd https://t.co/sN1s5vYIFN EU has just unveiled a sweeping "Tech Sovereignty Package" to slash its reliance on US tech giants by heavily investing in homegrown AI, cloud computing, semiconductors. this notebookLM video curated by gerd explains it well:) #TechSovereignty #EUBusiness #Innovation #EU
🚨Chips Act 2 was just announced by the Commission! 🌍It's an opportunity to define Europe's place in the global value chain 👉🏻 at @semieurope I outlined why our goal shouldn’t be self sufficiency but strategic indispensability. https://t.co/sgdzw5Q8cq #ChipsAct #Europe #Semiconductors #EU
Článek poukazuje na to, že akcie společnosti Sivers Semiconductors, ačkoliv vzrostly o 2 320 %, skrývají vážné finanční problémy, přičemž tržby a zisk znatelně poklesly, zatímco management se snaží udržet touhu investorů po akciích, nicméně se zdá, že bublina brzy praskne, pokud nevyužijí příležitosti k vydání nových akcií. #SiversSemiconductors #Bubbla #Aktiemarknad
ASML and Tata Electronics have signed a memorandum of strategic partnership aimed at supporting the emergence of a semiconductor ecosystem… (translated)
🇨🇳 At least 60 #China A-share listed companies have unveiled annual plans to expand production capacity and ramp up investment, each involving hundreds of millions of yuan or more, with a focus on sectors such as new energy, AI computing supply chains, and semiconductors, #China #Investments #NewEnergy #CN
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at developing the domestic chip industry for various applications, in a move supported by both Indian and Dutch leadership during a recent meeting. #Semiconductors #Technology #India #IN #NL
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at producing chips for various applications, as India seeks to bolster its domestic semiconductor industry. #Semiconductors #India #Technology #IN #NL
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at producing chips for various applications, amidst India's push to boost its domestic chip industry. #Semiconductors #India #Technology #IN #NL
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at producing chips for various applications, highlighting India's push to develop a domestic chip industry. #Semiconductors #India #Technology #IN #NL
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at boosting the country's domestic chip industry and catering to various technology sectors. #Semiconductors #ChipIndustry #TechnologyPartnerships #IN #NL
Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an investment of $11 billion aimed at producing chips for various applications, as India works to enhance its domestic chip industry. #Semiconductors #India #Technology #IN #NL
