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June 19, 2024
Tom brian, before we talk about that forecast, what do you make of the fiscal first quarter. Some pretty big numbers reported. Some big numbers, but a little lighter than consensus, around 48 million iphone units, 22 million ipad units, a little less than consensus, and a little disappointing to investors, and certainly when you have the forecast that was light on top of it, it makes for a disappointing quarter. Tom i can already hear those apple shareholders saying financial expectations are ju...
June 19, 2024
Overseas and here at home, the white house is now building its case for International Action against syria. In paris, secretary of state john kerry is trying to convince a skept tall community. He says momentum is building. Meanwhile in washington, congress is going back to work tomorrow and president obama goes on a media blitz after a series of highprofile interviews, he will address the nation in prime time on tuesday night. The white house pushing for more support in his plan to strike syria...
July 29, 2023
‘We are rolling out red carpet... India offers abundant opportunities’
June 1, 2023
The window to re-apply for government incentives under the modified semiconductor scheme opened on June 1. This could be a fresh lifeline for applicants, such as the Vedanta-Foxconn JV.
May 31, 2023
Minister Rajeev Chandrasekhar tweeted, “ISM @Semicon_India is today announcing that it will start accepting and considering new applications for fabs from new and existing applicants.
April 27, 2023
Netherlands-based ASML Holding NV has become a target of industrial espionage for China.As chips become for geopolitics in the 21st century what oil was in the last one, ASML’s success has thrust it squarely in the crosshairs of the intensifying tensions between the US and China.
August 6, 2022
Attrition like russia with ukraine where theyd bomb everything. the semiconductor makers, and they want them intact so they can use them and exploit them. how would they invade without destroying what they want to take? >> right. you know, the key for taiwan, and for the united states, because its in our interests, obviously, that china not invade, and that we deter china from doing so is to make taiwan such a hard target, it would be prohibitively for china for spilled blood and treasure to lau...
October 13, 2021
>> there are so many things that are playing into this, right? think about it this way, right? we suddenly 19, 20 months ago all decide we have to work from home. we all need pcs and lap tops. the semiconductor makers pivot away from putting semiconductors into cars and put them in pcs. that blows up the car market and thats why you have a hard time buying a new car in the united states right now. talk about people walking off jobs they are no longer satisfied with. people walked off the jobs, q...