Internal documents: India accounts for $10B of Foxconn's annual revenue, or 4.6% of its 2022 revenue, as its India push shows the limits of “China plus one”
Financial Times : X: @birdyword , @financialtimes , @rmantri , @sushantsin , @pstasiatech , @chadbown , and @conradkbarwa X: Mike Bird / @birdyword : “Liu has said China accounts for 75 per cent of F...
Sources: YMTC expects to begin production at a new chip plant in H2 2024 by relying more on domestic suppliers, boosting China's self-sufficiency efforts
Memory-chip maker to rely on local equipment suppliers for 2024 manufacturing plans — Yangtze Memory Technologies Corp … Tweets: @chadbown Tweets: Chad P. Bown / @chadbown : YMTC, China's leading me...
A look at India's $10B incentive scheme for chip makers, as some experts warn about its lack of hardware expertise and erratic transport and public utilities
The factories outside Chennai, in India's southern state of Tamil Nadu, are home to an array of global corporate names … Tweets: @jyots43 , @chicagobooth , @siddarthpaim , @btarunr , @d_jaishankar , @...
How a scarcity of secondhand chip manufacturing machines, which use older fabrication techniques, has exacerbated the global chip shortage
The world is hungry for semiconductors, and not all of them need to be made with cutting-edge technology. The race is on to find older machines that can still crank out chips. Tweets: @benbajarin , @...
How the rhetoric surrounding techno-globalism has shifted, from countries advocating for a free, open internet to imposing limits to protect national interests
Two key words were missing from the statements that followed the inaugural in-person summit in September of the Quadrilateral Security Dialogue … Tweets: @sariarhohavren , @chadbown , @carnage4life , ...
How the US and allies, which long pressed China to stop subsidies for favored industries, are now embracing subsidies of their own to fund chip manufacturers
Greg Ip / Wall Street Journal : Tweets: @chadbown , @timaeppel , and @jchengwsj Tweets: Chad P. Bown / @chadbown : The United States and its allies have long pressed China to stop helping favored ind...
Inside Japan's strategy to boost its once-dominant chip industry; Japan has 84 chip factories, more than any other country, but they are mostly small and old
After decades of decline, Tokyo wants to boost the country's once-dominant chip industry — This article is an on-site version of our Trade Secrets newsletter. Tweets: @alanbeattie and @chadbown Twee...
Treasury secretary Janet Yellen told G20 ministers that the US will drop its “safe harbor” provision for tech companies, allowing a global deal on digital tax
the ‘Silicon Six’ — used legal tax avoidance strategies between 2010 & 2019 to pay $155.3 billion < the actual tax rates accrued collectively by the co's across all global territories in which they op...
European tech executives and diplomats privately complain US sanctions on Huawei shut them out of the Chinese market while offering exceptions for US companies
Business says EU groups are losing out on licences to sell to blacklisted Chinese companies — European tech executives … Tweets: @anupamchander , @pastynome , @j_b_c16 , @chadbown , @peterkirkegaard...
Sources: Beijing has sped up development of a blacklist that could punish US tech firms; some leaders say a decision on the list should come after US election
China's answer to the U.S. list of Chinese entities it is targeting for sanctions. https://www.wsj.com/... Josh Chin / @joshchin : Chinese leaders are eager to punch back in fight over tech with the T...