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TSMC requests chipmaking equipment suppliers eliminate rare-earth magnets from factory machinery to reduce Chinese supply chain dependencyMove reflects…

原文 · Smithwire · テック · 4時間前
Move reflects broader effort to de-risk semiconductor manufacturing from China's dominance of critical minerals and permanent magnets.
関連

Journal of Commerce:Kuehne + Nagel raises full-year profit forecast after Q3 surge in ocean and air freight volumesAir cargo revenues jumped 38% in Q3 on cloud infrastructure and s…

Air cargo revenues jumped 38% in Q3 on cloud infrastructure and semiconductor demand; DSV struggling with volume declines.

原文 · Freight Digest · テック · 海運 · 50分前

Malaysia launches precious metal recycling plant to supply gold for semiconductor manufacturing

Domestic recycling addresses supply chain risk as chipmakers face constrained gold availability from traditional sources.

原文 · Smithwire · テック · 1時間前

Helion raises $225M for semiconductor development to boost fusion plant output ahead of 2028 Microsoft delivery

New chips could double power output; deal locks electricity supply commitment with Microsoft through 2028.

原文 · Smithwire · テック · 3時間前

Kuehne+Nagel Q3 air cargo revenues surge 38% on semiconductor and cloud infrastructure demandK+N's airfreight volumes grew nearly 10%, contrasting wit…

K+N's airfreight volumes grew nearly 10%, contrasting with DSV's contraction as it restructured accounts.

原文 · Freight Digest · テック · 海運 · 8時間前

Copper Prices Slide to 5-Week Low

Copper futures fell toward $6.40 per pound on Thursday, reaching their lowest level in five weeks as a global selloff in artificial intellig…

原文 · Hellenic Shipping News Worldwide · テック · AI · 8時間前

Asia stocks slide as AI doubts deepen, Korean chips fall

Asian stocks fell on Thursday as mixed earnings from major U.S. technology companies failed to reassure investors about the returns on massi…

原文 · Hellenic Shipping News Worldwide · テック · AI · 8時間前

Malaysia's SkyeChip joins SoftBank-backed AI memory consortium in Japan, expanding regional semiconductor partnerships

SoftBank backing signals consolidation among Asian chipmakers competing in high-bandwidth memory for AI inference workloads.

原文 · Smithwire · テック · 10時間前

Huawei secures $2.3 billion loan from Chinese banks as AI chip spending accelerates amid U.S. sanctions

Loan fuels domestic semiconductor manufacturing push; marks major capital commitment to reduce reliance on foreign chipmakers.

原文 · Smithwire · テック · 10時間前

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