Barron's Picks And Pans: Emerging Markets, Kandi, Simon Property, Plug Power And More 2020/11/21 20:47:38 Benzinga
The cover story from this weekend's Barron's discusses why now is the time for investors to start shopping abroad. Other featured articles examine emerging market value stocks worth a look, alternative ways to invest in stocks with lofty share prices and the post-vaccine sweet spot for stocks. Also, the prospects for a Chinese EV maker, a mall operator, regional banks, virtual reality and more. Cover story " Investors, Put the Rest of the World on Your Radar " by Reshma Kapadia suggests that the United States trounced foreign markets in the past decade, but now it is time to start shopping abroad. Twenty stock picks from the international roundtable include Alibaba Group Holding Ltd (NYSE: BABA ) and Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM ). Matt Smith's " A Tiny Electric Vehicle From China Is on a Wild Ride in the Market " shows how Kandi Technologies Group Inc (NASDAQ: KNDI ), a Chinese producer of gas-powered all-terrain vehicles and electric-car parts, embodies the promise (and potential pitfalls) for investors in the electric vehicle segment.
The Tech Monopolies Go Vertical 2020/11/21 18:40:00 Zero Hedge
The Tech Monopolies Go Vertical Tyler Durden Sat, 11/21/2020 - 13:40 Via Mule's Musing substack, Everyone loves to talk about tech monopolies. Their acquisition spree and obvious market power in a world with no distribution cost is likely better discussed in the DOJ recommendation or at the venerable Ben Thompson’s Stratechery . Instead, I want to talk about some good ole fashioned monopolizing. And that’s vertical integration via going down the technology stack into hardware. I want to discuss why now, why does it matter, and how is each of the large platforms positioned. Moore’s Void The phrase “Owe the bank 500 dollars, that is your problem. Owe the bank 500 million – that is the bank’s problem.” is something that comes to mind for some of the tech monopolies right now. There is a shifting relationship between the largest software companies in the world and their suppliers, and as the leading software companies have become ever-larger portions of the compute pie, it’s kind of become the problem of the tech companies, and not the semiconductor companies that service them to push forward the natural limits of hardware.
How to invest smart in stocks during COVID | EmergingGrowth.com 2020/11/20 13:35:11 Emerging Growth
How to invest smart in stocks during COVID Google and Microsoft seem possible candidates, while Applied Materials and other chip-gear names are prospering. Data-center chip makers are struggling, but Apple (NASDAQ: AAPL) chipmakers such as Qualcomm (NASDAQ: QCOM) and Taiwan Semiconductor are faring better.
Apple Supplier Taiwan Semiconductor Wins Phoenix City's Support For $12B Plant - Stocks News Feed 2020/11/19 12:47:44 Stocks News Feed
Phoenix City authorities have agreed to support Apple Inc’s (NASDAQ: AAPL) chip-supplier, Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM), setting up a $12 billion chip manufacturing plant. In Wednesday’s notice, the City Council authorized financing from its public infrastructure pool to support the project. What Happened: Phoenix city authorities expect that the Taiwanese chipmaker’s advanced semiconductor fabrication campus could generate 1,900 new… Read More »Apple Supplier Taiwan Semiconductor Wins Phoenix City’s Support For $12B Plant
Apple Supplier Taiwan Semiconductor Wins Phoenix City's Support For $12B Plant 2020/11/19 07:47:00 Benzinga
Phoenix City authorities have agreed to support Apple Inc's (NASDAQ: AAPL) chip-supplier, Taiwan Semiconductor Manufacturing Co …
Eminent semiconductor business leader to represent Taiwan at Apec after China blocks President Tsai 2020/11/10 08:23:54 South China Morning Post
Morris Chang, founder of the world’s largest contract chip maker, Taiwan Semiconductor Manufacturing Co, will represent the self-ruled island in the Asia-Pacific Economic Cooperation summit to be held online next week.Chang’s participation means Taiwan expects to have the attendance of its leader, Tsai Ing-wen, dashed under pressure from Beijing.On Tuesday, Tsai appointed the retired entrepreneur as her representative attending the online summit sponsored by Malaysia next Friday.“Due to Covid…
Apple is reportedly running low on power chips for the iPhone 12 2020/11/05 16:30:03 Business Insider
Summary List Placement Apple is facing supply problems for iPhone 12 power chips, people with knowledge of the matter told Bloomberg . In October, Apple launched four new variants of the iPhone 12 , which have 5G connectivity and new camera features. These can guzzle power, and the chips in question are a crucial component for managing power in the iPhone. The main causes of the shortage are an increased demand for silicon worldwide and disruption across supply chains due to the COVID-19 pandemic, according to the people. Disruptions are expected to continue over the next two quarters, the people said. In response, Apple has reallocated some iPad components to the iPhone 12 Pro, two people familiar with the matter told Nikkei Asia . Taiwan Semiconductor Manufacturing Co., which is the main Apple chipmaker, said in October that 5G smartphones require 30% to 40% more chip content compared to 4G devices, per Bloomberg . Read more: Google CEO Sundar Pichai tried to calm investors concerned about antitrust scrutiny — and whether losing a key Apple search deal would be a 'code red' In a conference call with analysts on October 29, Apple CEO Tim Cook spoke about the supply constraints for the iPhone 12, Mac, iPad and some Apple Watch models, but he didn't specifically point towards the power chips.
Nikkei: Apple Aiming to Produce 2.5m Apple Silicon MacBooks by February 2021 2020/11/05 09:26:41 Mac Rumors
Apple is intending to produce 2.5 million MacBooks with Apple Silicon processors by February 2021, according to a new report by Nikkei Asian Review . The initial production orders for the first MacBooks with Apple Silicon are reportedly equivalent to almost 20 percent of all 12.6 million MacBook shipments in 2019. Nikkei Asia 's sources stated that the Apple Silicon chips within the new MacBooks will be manufactured by TSMC using a five-nanometer fabrication process. This appears to corroborate other rumors that Apple Silicon chips for the Mac will be variants of the A14 chip from the iPad Air and iPhone 12 , which is the only Apple chip made using a five-nanometer process so far. The report claims that Apple will introduce further Mac devices with Apple Silicon in the second quarter of 2021, as Apple gradually replaces the Intel chips across its entire Mac lineup. The first Macs with Apple Silicon are expected to be unveiled on Tuesday, November 10, at the "One More Thing…
Semiconductor manufacturing has further shifted to Asia in recent years from US and EU, with many US chip companies contracting out to Asian producers like TSMC (Wall Street Journal) 2020/11/03 20:45:02 Techmeme
Wall Street Journal : Semiconductor manufacturing has further shifted to Asia in recent years from US and EU, with many US chip companies contracting out to Asian producers like TSMC — More semiconductors are now manufactured in Asia than anywhere else. A chart-filled look at how that happened and what it means
Apple Announces November 10 Event, Apple Silicon Macs Expected to Debut 2020/11/02 17:04:24 Mac Rumors
Apple today announced a third fall 2020 event, which is set to be held on Tuesday, November 10 at 10:00 a.m. on the Apple Park campus in Cupertino, California. As with the September and October events that saw the debut of new Apple Watches, iPhones, and other products, the November event will be digital only, with Apple likely providing pre-taped segments for each new product that will be announced. Apple has already announced a new fourth-generation iPad Air , eighth-generation iPad , Apple Watch Series 6 , and iPhone 12 lineup, the November event is expected to be a Mac-centric event with Apple introducing the first Apple Silicon Mac. We've got a quick overview of what to expect below. Apple Silicon Mac Apple has promised the first Apple Silicon Mac with an Arm-based chip is coming before the end of 2020, and it looks like the November event will be all about Apple Silicon Macs. Apple first announced its work on Apple Silicon chips back in June, and we've heard little since then. Apple Silicon chips are similar to the A-series chips used in Apple's iPhones and iPads, with the chips designed in-house by Apple and manufactured by TSMC. Apple Silicon chips will bring improved performance and more efficient Macs that have a deeper integration between hardware and software, allowing for things like universal apps that run on all Apple devices.
China Still Fears Three Things About America. The Dollar Is One Of Them 2020/10/05 03:45:00 Zero Hedge
China Still Fears Three Things About America. The Dollar Is One Of Them Tyler Durden Sun, 10/04/2020 - 23:45 Authored by Mark Dittli via TheMarket.ch, Few Western observers know China better than The Honorable Kevin Rudd. As a young diplomat, the Australian, who speaks fluent Mandarin, was stationed in Beijing in the 1980s. As Australia's Prime Minister and then Foreign Minister from 2007 to 2012, he led his country through the delicate tension between its most important alliance partner (the USA) and its largest trading partner (China). Today Mr. Rudd is President of the Asia Society Policy Institute in New York. In an in-depth conversation via Zoom, he explains why a fundamental competition has begun between the two great powers. He would not rule out a hot war: «We know from history that it is easy to start a conflict, but it is bloody hard to end it», he warns. Mr. Rudd, the conflict between the U.S. and China has escalated significantly over the past three years. To what extent has that escalation been driven by the presence of two strongmen, i.e.
China chipmaker SMIC has had 'preliminary exchanges' with US over export curbs 2020/10/04 14:11:57 The Sun Daily
SHANGHAI: Chinese chipmaker Semiconductor Manufacturing International Corporation (SMIC) has undertaken "preliminary exchanges" with the US Bureau of Industry and Security regarding export restrictions, the company said today in a filing. "The Company is conducting assessments on the relevant impact of such export restrictions on the company's production and operation activities," the filing to the Hong Kong Exchange said. SMIC also said it has been operating in compliance with the relevant laws and regulations of all jurisdictions where it performs its businesses. The company also advised shareholders and potential investors "to exercise caution when dealing in the securities of the Company”. In September, Reuters reported that the Bureau of Industry and Security under the Department of Commerce had issued letters informing certain companies they must henceforth obtain a licence before continuing to supply goods and services to SMIC. The letter stated that exports to SMIC "may pose an unacceptable risk of diversion to a military end use" to China.
How Taiwan's biggest chip maker TSMC is caught in a tough spot, forced to heed the dictates of Trump's tech policy, while trying to keep many customers in China (Raymond Zhong/New York Times) 2020/10/04 06:00:25 Techmeme
Raymond Zhong / New York Times : How Taiwan's biggest chip maker TSMC is caught in a tough spot, forced to heed the dictates of Trump's tech policy, while trying to keep many customers in China — The island's biggest chip maker has been a coveted partner to both battling giants. But rising nationalism is making it harder to keep the middle ground.
Politics Cloud Huawei's Future - ResearchAndMarkets.com 2020/10/01 15:18:00 Business Wire
DUBLIN--(BUSINESS WIRE)--The "Commentary: Politics Cloud Huawei's Future" report has been added to ResearchAndMarkets.com's offering. Huawei held its global industry analyst summit (GAS 2020) in late May, just days after the U.S. Commerce Department expanded its Entity List restrictions on the company. Much of the vendor's network infrastructure product line relies upon chips manufactured by foundries like TSMC, based upon Huawei's specifications but using U.S.-origin capital equipment for prod