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14.01.26 - 18:54
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AI challenging software incumbents (CNBC)
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CNBC's Seema Mody looks at the sharp selloff in software names like Salesforce and Adobe as competing products hit the market, raising concerns around competition....
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14.01.26 - 01:15
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Google′s Vietnam Bet Highlights New Era In Electronics Manufacturing (ZeroHedge)
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Google's Vietnam Bet Highlights New Era In Electronics Manufacturing
Google is preparing to start building its most advanced Pixel phones in Vietnam this year, according to Nikkei Asia, a move that reflects the broader effort by U.S. tech firms to reduce their reliance on China. Apple is pursuing a similar strategy in India as both companies work toward more geographically balanced supply chains.
Sources say Google will handle the earliest and most sensitive stages of production for its Pixel, Pixel Pro and Pixel Fold models in Vietnam, while the more affordable Pixel A line will continue to be developed in China. These early production stages, known as new product introductions, involve extensive engineering work, long testing cycles and major investments in manufacturing tools. For suppliers, being selected to participate is seen as a major endorsement of their technical capabilities.
Nikkei says that although Google and Apple have spent years trying to expand manufacturing outside China, t...
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13.01.26 - 15:57
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Taiwan: USA senken Zölle und bekommen dafür fünf Chipfabriken (Spiegel)
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Die Vereinigten Staaten und Taiwan haben offenbar eine Einigung im Handelsstreit erzielt. Nach Informationen der »New York Times« könnte der Zollsatz für Taiwan auf 15 Prozent gesenkt werden. Der weltweit führende Chiphersteller TSMC (Taiwan Semiconductor Manufacturing Corporation) würde sich zum Bau von mindestens fünf weiteren Produktionsstätten im US-Bundesstaat Arizona verpflichten. Damit würde das Unternehmen die Zahl seiner Fabriken in dem Staat demnach verdoppeln..
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