China's enablement of Russia's defence industry is stark: economist.com/graphic-detail…

.Chief Executive announced that Dr. Lisa Su has been named 2024 Chief Executive of the Year. Dr. Su was selected by an independent committee of CEOs for her 'values-led approach' and AMD turnaround. 'Her employees and customers are always front and center.' bit.ly/4a0RnvY

In case you haven't grasped what's going on with the axis of evil, Niall Ferguson nails it: “Despite their protestations that [🇨🇳]wish to act as peacemakers, China’s leaders gave the invasion of Ukraine their blessing on its eve — what else did the mutual pledge of a “no-limits”…

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New iPad Pro details: There is a strong possibility the new model will run the M4 chip, which will include a huge focus on AI. M4 chips are coming to the Mac later this year in an acceleration for Apple Silicon. bloomberg.com/news/newslette…

KYEC, the Taiwan chip testing firm, raised its capex spending plan to NT$12.28 billion (US$377 million) from NT$7 billion previously, due to strong demand for AI and HPC related chip testing, media report. KYEC also announced the sale of its China operation due to an already an…

ASE, the semiconductor packaging giant, plans to raise capex 42%-50% this year as the global dash to AI propels demand for advanced semiconductor packaging amid a shortage of capacity, media report, noting its original capex forecast for 2024 was US$2.1 billion, but it did not…

Authorities in the city of Beijing will subsidize the purchase of China-made AI chips (specifically GPUs) in a bid to develop the local industry and reduce reliance on foreign made chips, Reuters reports, noting city officials did not provide specific subsidy amounts. $NVDA $AMD…

Italy plans to invest around €10 billion (US$10.7 billion) in the semiconductor industry this year, media report, citing Industry Minister Adolfo Urso, who said, “Italy is preparing to become one of the largest microelectronics producers in Europe.” He said Italy will announce…

US chip export bans are not aimed at holding back China’s economy or technological development, Secretary of State Antony Blinken said, Reuters reports, adding the fact China’s Huawei recently put out a new laptop with an Intel chip inside that boasts of being AI capable…

Japan plans to expand semiconductor and quantum computing export restrictions, with a caveat that outgoing shipments to all nations, including most-favored trade partners Taiwan, South Korea, Singapore, will require approval, Bloomberg reports. The move is aimed at better…