Bloomberg
TSMC Sued in Patent Infringement Case
Aug.27 -- U.S. chip maker Globalfoundries is suing rival Taiwan Semiconductor for alleged patent infringement. It’s seeking an import ban that has the potential to disrupt the supply chain for everything from smart phones to PCs....
Bloomberg
Nissan Motor CEO Uchida Says Production on Recovery Track
Nissan Motor Co. Chief Executive Officer Makoto Uchida talks about how the global semiconductor shortage is affecting the automaker's production. He also discusses the company's electric-vehicle strategy, its sales outlook for China, and...
Bloomberg
Volvo Cars CEO Sees No Improvement in Semiconductor Situation
Jul.23 -- Hakan Samuelsson, chief executive officer at Volvo Cars AB, discusses the shortage of semiconductors, the IPO valuation and the customer’s response to the company going public. He speaks on “Bloomberg Markets: European Open.”
Bloomberg
SoftBank Vision Funds Post Annual Loss of $20 Billion
Billionaire Masayoshi Son's SoftBank Group Corp. reported a record annual loss at its Vision Fund unit. The Japanese conglomerate says the world's largest tech fund swung to a loss of 2.64 trillion yen ($20.5 billion) for the year ended...
Bloomberg
Tesla Further Flexing Its Muscles to Meet Demand, Analyst Ives Says
Dan Ives, managing director and senior equity research analyst at Wedbush Securities, discusses the prospects for Tesla Inc. The automaker reported fourth-quarter results that beat Wall Street estimates, but warned supply-chain troubles...
Bloomberg
Chip Makers Scramble to Keep Up With Soaring Demand
Chip makers across the country are trying to keep up with soaring demand. As the economy reopens, manufacturers are still trying to break up bottle necks along the supply chain and increase capacity. Caroline Hyde reports.
Bloomberg
Nvidia Abandons Its Purchase of Arm From SoftBank
Nvidia Corp. is abandoning its purchase of Arm Ltd. from SoftBank Group Corp., according to the Financial Times, bowing to regulatory opposition and ending what would have been the chip industry's largest deal. Bloomberg's Peter Elstrom...
Bloomberg
Tribeca Trade's Fromhertz Has an Options Play for Taiwan Semiconductor
Sep.16 -- In this edition of "Options Insight," Tribeca Trade Group's Christian Fromhertz examines the rotation in energy stocks and his investment strategy for Taiwan Semiconductor Manufacturing Co. with Bloomberg's Abigail Doolittle on...
Bloomberg
Qualcomm CEO Sees Chip-Supply Issues Easing in 2022
Qualcomm CEO Cristiano Amon discusses the chip-supply shortage from the 2022 Consumer Electronics Show in Las Vegas on "Bloomberg Markets: The Close."
Bloomberg
Ogoshi: Reduced Semiconductor Exposure
Apr.27 -- JPMorgan Asset Management Portfolio Manager Aisa Ogoshi says she likes quality cyclicals but has reduced semiconductor exposure. She speaks to Haidi Stroud-Watts and Shery Ahn in "Bloomberg Daybreak: Asia".
Bloomberg
Bain & Co.'s Hoecker on Chips Supply Chain
Aug.23 -- Anne Hoecker, Partner and Americas Technology Practice Leader discusses semiconductor supply chain. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia".
Bloomberg
US to Announce New China Chip Limits
The Biden administration is planning to announce new restrictions on China's access to US semiconductor technology, according to people familiar with the matter. Stephen Engle reports on Bloomberg Television.
Bloomberg
SK Hynix Sees Memory Demand Rising After Profit Beat
SK Hynix Inc. posted profit that beat analyst estimates, and the South Korean chipmaker said it expects market demand for memory products to increase. Youkyung Lee reports on "Bloomberg Daybreak: Asia."
Bloomberg
Samsung Profit Misses on Weak Memory Prices, Special Bonuses
Samsung Electronics Co. Ltd. is seeing its best day in two weeks. Operating profit missed expectations slightly, but the company is saying that it reflects a one-time cost on a special bonus. Bloomberg's Stephen Engle reports on...
Bloomberg
Semiconductor Shortage
Paul Jacobs, XCom Chairman & CEO and former Qualcomm CEO, goes into detail on the worldwide semiconductor shortage, how it's invaded our lives, and the outlook for the industry.
Bloomberg
Inside China's Accelerating Bid for Chip Supremacy
Jun.03 -- Right now the world is dependent on Taiwan for silicon semiconductors called chips, which give devices like iPhones their functionality. This reliance has the U.S. and China both racing for technological independence. (Video by...
Bloomberg
Merck KGaA’s CFO on Sales Growth, Asia, Life Sciences, Semiconductor Additions
May.14 -- Marcus Kuhnert, chief financial officer at Merck KGaA, discusses sales growth, his business in Asia, their life sciences division, acquisitions of two semiconductor businesses and his outlook for the company’s health division....
Bloomberg
Semiconductor Advisors' Maire on TSMC, Samsung
Oct.16 -- Robert Maire, president of consulting firm Semiconductor Advisors, talks about Taiwan Semiconductor Manufacturing Co., which is scheduled to report its results on Thursday, and Samsung Electronics Co. He speaks with Shery Ahn...
Bloomberg
Apple Looks to Diversity Chip Supply Chain
Apple Inc. is looking to diversify its supply chain from memory chips. That comes after a production disruption at a key Japanese partner exposing the risks to its global supply. Bloomberg's Tom Mackenzie reports on "Bloomberg Daybreak:...
Bloomberg
US Chip Suppliers Pull Back From China's Yangtze After Biden Ban
US chip-equipment makers are taking action to comply with new regulations to limit sales to Chinese customers. Applied Materials Inc., KLA Corp. and Lam Research Corp. are set to have began or are preparing to withdrawing staff from...
Bloomberg
Breaking Down Taiwan's Semiconductor Industry
Sebastian Hou, Taiwan senior investment analyst at Neuberger Berman, discusses US House Speaker Nancy Pelosi's visit to Taiwan, the impact the visit will have on the semiconductor industry and China's export ban on sand. He speaks on...
Bloomberg
This Is What It Will Take to Fix the Semiconductor Shortage
Semiconductor shortages, caused by a surge in demand and limited increases in production, have made the industry particularly vulnerable to shifts in geopolitics. CEOs from around the sector talk about the problems.
Bloomberg
Jadestone Capital’s Huang on Huawei, Semiconductors in China, Valuations
Jul.08 -- Jay Huang, founding partner at Jadestone Capital, discusses President Trump’s easing of curbs on Huawei, semiconductors in China, where he’s seeing opportunities for investment, valuations and his outlook for the industry. He...
Bloomberg
European Union Will Hold Kremlin Accountable, Von Der Leyen Says
European Commission President Ursula von der Leyen discusses Russia's invasion of Ukraine, and the European Union's response. EU leaders backed a broad sanctions package Thursday that will limit Russia's access to Europe's financial...