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28.06.26 - 15:00
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The final insurance frontier: Hong Kong spots opportunity in mainland China′s space boom (SCMP)
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Elon Musk's recent record-breaking SpaceX IPO has thrust the space economy into the financial mainstream, but mainland China's trillion-yuan commercial space sector remains strikingly underinsured – a gap industry insiders say presents a rare opportunity for Hong Kong.
On the mainland, only third-party liability insurance is mandatory for commercial space activities. Coverage for research and development, manufacturing, testing, launches and in-orbit operations remained largely optional,......
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28.06.26 - 07:06
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As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC (SCMP)
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As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chinese chipmakers are betting on highly efficient silicon carbide (SiC) semiconductors to help solve the technology sector's power problem.
Shenzhen-based Basic Semiconductor is the latest contender looking to bankroll its expansion after it passed a listing hearing earlier this week in its path to an initial public offering (IPO) in Hong Kong.
Founded in 2016 by graduates from Tsinghua......
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28.06.26 - 05:21
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Beijing′s Trojan Horse Rolls Into Canada: National Security Expert Warns Carney′s Chinese EV Deals Embeds Sabotage Risk (ZeroHedge)
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Beijing's Trojan Horse Rolls Into Canada: National Security Expert Warns Carney's Chinese EV Deals Embeds Sabotage Risk
Submitted by The Bureau's Sam Cooper (emphasis our own),
China keeps finding inventive ways to burrow into the West, and Canada's new appetite for Chinese electric vehicles may be the most consequential opening yet.
That is the warning at the center of a report published this week by the Macdonald-Laurier Institute and written by Brenda Shaffer, an energy and national-security specialist who teaches at the United States Naval Postgraduate School.
China, she writes, "continues to find creative ways to infiltrate and influence the West," embedding in its exports the capacity to surveil citizens, disrupt transportation and ports, and trigger blackouts and grid damage.
Shaffer situates the electric-vehicle question inside a wider argument about hybrid warfare. China, Russia and Iran, she notes, have each written attacks on Western domestic energy infrastructure i...
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27.06.26 - 22:57
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock (ZeroHedge)
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock
Last Thursday, in the aftermath of Apple's biggest one day plunge since Liberation Day, and second biggest single-day drop ever...
.... when the company lost over a quarter trillion dollars in market cap after the company's unprecedented price increase announcement which for some products was as much as 50% as Apple decided to pass on soaring component costs to consumers, following similar moves from other consumer electronics companies....
... and which Apple blamed on "unsustainable" prices by the memory cartel - namely SK Hynix, Samsung, Micron and Sandisk - who have been flooded with unprecedented demand from hyperscalers (freshly funded with hundreds of billions in newly-issued investment grade debt) we predicted that "China's memory makers are waiting by the phone" for a disgruntled Tim Cook to call, demanding bulk, cheaper RAM.
*APPLE SHARES CLOSE DOWN 6.1% IN BIGGEST DROP SINC...
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27.06.26 - 15:27
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Kleinflugzeug kracht in Peking in Hochhaus (Tagesschau)
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In Peking ist ein Kleinflugzeug in das höchste Gebäude der Stadt geflogen. Fast einen Tag schwiegen die Behörden zu dem Vorfall, nun bestätigten sie den Tod des Piloten. Aufnahmen des Absturzes im Internet wurden gelöscht....
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27.06.26 - 15:12
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China′s industrial profit growth slows for first time in 6 months as weak domestic demand bites (Times of India)
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China's industrial profit growth saw a dip in May, despite robust exports and rising factory prices. This slowdown, the first in six months, highlights persistent weak domestic demand and sluggish investment. While global AI trends and energy market disruptions offered some support, they weren't enough to overcome internal economic pressures. Companies in certain sectors continue to face challenges, indicating an ongoing imbalance between supply and demand within the country....
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27.06.26 - 14:18
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Why Krugman Thinks We Need Chinese Auto Tariffs (Bloomberg)
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As the United States, Canada, and Mexico prepare to renegotiate the USMCA trade deal, one industry sits squarely at the center of the debate: automobiles. Companies like Linamar depend on highly integrated supply chains that send components across borders multiple times before a vehicle is completed. Nobel laureate Paul Krugman argues that competition from China demands some trade barriers, while Council on Foreign Relations expert Shannon O'Neil says the region's manufacturing strength depends on cross-border production. Supporters of the agreement warn that uncertainty poses the biggest risk to investment, jobs, and the future of a trade relationship that supports over a trillion dollars in annual commerce. (Source: Bloomberg)...
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