Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure
Proposed Cybersecurity Act would phase out groups such as Huawei and ZTE from telecom networks and solar energy systemsForums:r/EU_EconomicsForums:r/EU_Economics:Brussels in move to bar Chinese suppli...
Industry executives say US crypto miners are facing delays receiving new equipment from Bitmain and other Chinese suppliers due to heightened customs scrutiny
David Pan / Bloomberg :
Industry executives say US crypto miners are facing delays in receiving new equipment from Bitmain and other Chinese suppliers amid heightened customs scrutiny
- Bitmain rakes in billions of dollars from mining machine sales — The Beijing-based company is also a leading AI chip developer
Sources: ByteDance plans to spend ~$5.5B to acquire AI chips in China in 2025, double the amount spent in 2024, with ~60% going to Chinese suppliers like Huawei
Financial Times :
Sources: BYD's contract-manufacturing business, which has 10K+ engineers and ~100K employees dedicated to Apple's supply chain, now assembles 30%+ of all iPads
Apple and other big tech hardware companies are increasingly taking the role of “integrator”. — We've seen where this evolution goes in aerospace (ie Boeing), doesn't necessarily bode well for conti...
Sources: as US rules bite, US chip toolmakers tell suppliers that they need alternatives to Chinese products and that suppliers can't have Chinese investors
WSJ Applied Materials, Lam Research Among Chip Toolmakers Cutting Off Chinese Suppliers, Sources Say — WSJ U.S. Chip Toolmakers Say Suppliers Can't Have Chinese
Temu faces backlash from its Chinese suppliers over its aggressive effort to recruit Amazon merchants who hold goods in warehouses in the US and the EU
Financial Times :
Apple's latest supplier list shows the challenges the company is facing in diversifying its supply chain, as its Chinese suppliers grew from 48 to 52 in 2023
The Apple supplier list represents 98 percent of our direct spend for materials … Michael Carroll / Mobile World Live : Apple faces challenges decoupling from China José Adorno / BGR : Apple is still ...
Microsoft invests $1.5B in Abu Dhabi-based AI startup G42 for a minority stake, after G42 severed ties with Chinese suppliers; Brad Smith will join G42's board
The Emirati AI Giant That Just Got A $1.5 Billion Investment From Microsoft Chris McKay / Maginative : Microsoft Invests $1.5 Billion in UAE's G42 Matthias Bastian / The Decoder : Microsoft invests $1...
Microsoft invests $1.5B in Abu Dhabi-based AI startup G42 for a minority stake, after G42 severed ties with Chinese suppliers; Brad Smith will join G42's board
Agreement is latest move by US tech group to extend its reach into fast-growing sector — Microsoft has agreed to invest $1.5bn …