Tag: Industrial Electronics
6 months ago
wsj.com

The Chip Wars Are Metastasizing

All areas of the supply chain are becoming battlegrounds. Next up: chip packaging, where China has considerable heft.

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10 months ago
wsj.com

S&P 500 Opens Higher Ahead of Nvidia Earnings

Stock indexes rose and Treasury bond prices rallied ahead of fresh U.S. manufacturing data and earnings from Nvidia.

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10 months ago
wsj.com

The Arm IPO Will Test Investors’ AI Conviction

Now that the artificial-intelligence-driven tech rally has cooled slightly, investors will need to put their money wh...

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10 months ago
wsj.com

China’s Chip Champion Is Taking It From All Sides

The U.S.-China tech war is a mixed bag for Semiconductor Manufacturing International Corp.—but the China growth slowd...

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12 months ago
wsj.com

Japan Wades Into the Chip Wars

Intel has ruled the market for central processing units since the 1980s. But rival AMD overtook Intel in market value...

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about 1 year ago
wsj.com

Japan Bets Big on Micron—and Its Own Chip Ambitions

The country, once a chip-making heavyweight, has fallen behind in fabrication. But recent trends could help change that.

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about 1 year ago
wsj.com

TSMC’s Tough Quarter Complicates Its U.S. Chip Ambitions

The $53 billion Chips Act seeks to end the U.S.’s reliance on foreign-made semiconductors, especially those used by t...

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about 1 year ago
wsj.com

Micron Gets Caught in U.S.-China Crossfire

Beijing has long hesitated to strike back at U.S. chip companies—but Micron is a soft target

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about 1 year ago
wsj.com

Turkey Epitomizes the West’s Russia Sanctions Dilemma

As Turkey struggles with inflation and the earthquake aftermath, Russia emerges as a vital trading partner

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over 1 year ago
wsj.com

U.S. and China Suddenly Play a Bit Nicer—Except in Chips

China is making some significant concessions to Washington in the trade and financial policy arenas.

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over 1 year ago
wsj.com

TSMC’s U.S. Chip Gambit Has Powerful Backers

The Taiwanese chip maker’s investment won’t be enough to end U.S. reliance on Asia, but the trend is promising.

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over 1 year ago
wsj.com

Beijing Has Few Good Options to Retaliate for Chip Bans

China hasn’t retaliated against the Biden administration’s extensive semiconductor export controls, but that might be...

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over 1 year ago
wsj.com

China’s Battery Champion CATL Keeps Powering Up

The Chinese EV-battery giant has managed to keep profits growing rapidly despite rising costs and tensions with the W...

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over 1 year ago
wsj.com

TSMC Isn’t Immune to the Chip Downturn—or Geopolitics

The world’s largest contract chip maker keeps exceeding expectations amid the malaise affecting the chip industry, bu...

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over 1 year ago
wsj.com

U.S. Goes Full-Court Press on China’s Chip Sector

The comprehensive nature of the restrictions, which go far beyond previous measures, are a clear signal that the U.S....

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almost 2 years ago
wsj.com

China’s EV Battery Runner-Up is Worth a Look

The coming listing of China’s third largest EV battery maker, CALB, could give a jolt to Hong Kong’s lackluster IPO m...

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almost 2 years ago
wsj.com

Renesas Will Drive Around the Chip Downturn

With the increasing automation of cars, the semiconductor maker looks likely to cruise through to more clement weather.

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almost 2 years ago
wsj.com

For China’s Chip Champion, the Easy Part Is Over

Semiconductor Manufacturing International Corp. was a beneficiary of the pandemic. Now it must contend with slowing d...

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almost 2 years ago
wsj.com

Hydrogen Stock Ceres Power Is Heating Up Again

The British intellectual-property company offers a relatively steady way to join the clean-power ride.

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almost 2 years ago
wsj.com

Nancy Pelosi’s Taiwan Gambit Reshapes Political Risk in Asia

Big market moves are unfolding in the wake of the speaker’s visit and China’s response. But they still probably under...

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about 2 years ago
wsj.com

Tech Stocks Lead Declines as Australia’s ASX 200 Tumbles After Holiday Weekend

Australian stocks are on course for their biggest declines since March 2020 after a sharp opening fall on Tuesday wip...

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over 2 years ago
wsj.com

Chip Famine is a Feast for China’s SMIC

Semiconductor Manufacturing International Corp., China’s largest foundry, is bringing in record revenue but spending ...

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over 2 years ago
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Nvidia Can Afford to Lose an Arm. But SoftBank Needs to Slim Down

SoftBank, which bought Arm for $32 billion in 2016, will receive a $1.25 billion break fee but will need to find anot...

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over 2 years ago
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Afterpay’s Acquisition by Block Cleared for Completion

Block’s acquisition of Afterpay has cleared its final regulatory hurdle and will be implemented on Feb. 1, the Austra...

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over 2 years ago
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Intel Erases Reference to China’s Xinjiang After Social-Media Backlash

In a letter to its suppliers, the U.S. chip maker had previously called on its business partners to avoid sourcing fr...

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over 2 years ago
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Intel Apologizes After Asking Suppliers to Avoid China’s Xinjiang Region

The California-based chip maker said a letter it had sent to global suppliers was written only to comply with U.S. la...

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almost 3 years ago
wsj.com

Europe’s Electrification Stalwarts Go Digital

The companies that built last century’s power grid are preparing for a more high-tech build out in the next wave.

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almost 3 years ago
wsj.com

TSMC Sees Chip Shortage Easing—but Geopolitics Aren’t Going Away

The world’s largest contract chip maker has more demand for its products than it knows what to do with. Politics, not...

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about 3 years ago
wsj.com

China’s Tech Giants Have Chip Ambitions, Too

Beijing is spending vast sums on the strategic semiconductor sector following Huawei’s problems, but private-sector c...

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about 3 years ago
wsj.com

New Age of Chinese Nationalism Threatens Supply Chains

A significant conflict between the U.S. and China in East Asia is still unlikely but it can no longer be ruled out as...

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over 3 years ago
wsj.com

Bitcoin and Chip Makers Are Caught in a Bad Romance

Cryptocurrency miners love graphics cards and computer chips. Chip makers aren’t returning the love.

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over 3 years ago
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Chip Shortage Buoys SMIC, but Sanctions Could Still Bite

The Chinese chip maker’s margins took a hit last quarter as U.S. sanctions against Huawei disrupted its business, but...

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over 3 years ago
wsj.com

Battle of the Robots Still Favors Japan and Europe—For Now

Chinese robotics companies took market share last year amid the disruptions of the pandemic.

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over 3 years ago
wsj.com

TSMC Sailed Through 2020 in Ship Shape

The world’s largest contract chip maker is benefiting from surging demand, struggling competitors and top-notch techn...

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over 3 years ago
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NIO, the Chinese Electric-Vehicle Startup, Unveils New ET7 Sedan

The electric-vehicle startup unveiled a fourth production model, the luxury ET7 sedan, as it prepares to face the cha...

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over 3 years ago
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China’s State Capitalism Collides With Its Technological Ambitions

The enduring power of China’s state-owned enterprises to siphon off resources and box out competitors still looks lik...

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over 3 years ago
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WeChat Becomes a Powerful Surveillance Tool Everywhere in China

China’s do-everything app, WeChat, has become one of the most powerful tools in Beijing’s arsenal for monitoring the ...

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over 3 years ago
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China’s Champion Chip Maker Checks if Co-CEO Still Wants to Work There

Shares of China’s top chip maker fell sharply over uncertainty surrounding the possible departure of one of its two c...

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over 3 years ago
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Fighting Wildfires in Australia Goes High Tech With Drones, Sensors and Satellites

As a new fire season begins in Australia, researchers are looking to rely more on technology—and less on people in to...

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