Journals

Qianer Liu / Financial Times: Sources and ads: Chinese chipmakers are taking group tours to network with their Japanese counterparts, seeking ways to cope with tightening US export controls  —  China’s semiconductor groups embark on tours after being hit by… Read More »Sources and ads: Chinese chipmakers are taking group tours to network with their Japanese counterparts, seeking ways to cope with tightening US export controls (Qianer Liu/Financial Times)

Bloomberg: China’s chip imports fell 15.4% YoY to $349.4B in 2023, the sharpest fall on record and down for a second straight year; shipment volume also declined by 10.8%  —  – Tepid demand also prolonging global chip industry doldrums  —… Read More »China’s chip imports fell 15.4% YoY to $349.4B in 2023, the sharpest fall on record and down for a second straight year; shipment volume also declined by 10.8% (Bloomberg)

Sudip Kar-Gupta / Reuters: French IT group Atos names Paul Saleh as CEO, its fourth in under two years, and forecasts H2 2024 cash flow below targets; stock drops 12%+, down ~40% in 2024  —  French technology company Atos (ATOS.PA)… Read More »French IT group Atos names Paul Saleh as CEO, its fourth in under two years, and forecasts H2 2024 cash flow below targets; stock drops 12%+, down ~40% in 2024 (Sudip Kar-Gupta/Reuters)

Hannah Miller / Bloomberg: After NFT sales dropped 63% YoY to $8.7B in 2023, OpenSea CEO Devin Finzer talks OpenSea 2.0, set to offer improved differentiation between NFT categories  —  – NFTs have lagged behind Bitcoin in crypto resurgence  —… Read More »After NFT sales dropped 63% YoY to $8.7B in 2023, OpenSea CEO Devin Finzer talks OpenSea 2.0, set to offer improved differentiation between NFT categories (Hannah Miller/Bloomberg)

Max Tani / Semafor: Apple’s September 2023 change to how its Podcasts app automatically downloaded episodes has dramatically curtailed download numbers for some podcasts  —  Apple has quietly tightened its reporting of how many people listen to podcasts, sending shock… Read More »Apple’s September 2023 change to how its Podcasts app automatically downloaded episodes has dramatically curtailed download numbers for some podcasts (Max Tani/Semafor)

Bloomberg: Switzerland-based SoftwareOne, which advises companies on cloud strategies, rejects Bain’s $3.5B takeover, ending months of back-and-forth; SWON.SW drops 10%+  —  – Bain had offered the equivalent of 18.8 Swiss francs per share  — Company has been in negotiations with… Read More »Switzerland-based SoftwareOne, which advises companies on cloud strategies, rejects Bain’s $3.5B takeover, ending months of back-and-forth; SWON.SW drops 10%+ (Bloomberg)

Emma Park / Financial Times: How some artists are incorporating Dall-E, Midjourney, and other AI tools into their work, while others remain anxious about AI’s impact on their livelihoods  —  Forward-thinking designers are willing to embrace the technology — without… Read More »How some artists are incorporating Dall-E, Midjourney, and other AI tools into their work, while others remain anxious about AI’s impact on their livelihoods (Emma Park/Financial Times)

Sohee Kim / Bloomberg: South Korea says Samsung and SK Hynix plan to invest more than $470B by 2047 to build 13 new chip plants and three research facilities in the country  —  – It envisions the world’s biggest chipmaking… Read More »South Korea says Samsung and SK Hynix plan to invest more than $470B by 2047 to build 13 new chip plants and three research facilities in the country (Sohee Kim/Bloomberg)

Scott Chipolina / Financial Times: A UN report says Tether token is one of the leading payment methods for money laundering and frauds, including pig butchering scams, in Southeast Asia  —  Digital currency at the heart of scams including fake… Read More »A UN report says Tether token is one of the leading payment methods for money laundering and frauds, including pig butchering scams, in Southeast Asia (Scott Chipolina/Financial Times)

Richard Lawler / The Verge: Nielsen: Peacock’s exclusive stream of the NFL AFC Wild Card game was the “most-streamed event in US history”, with 27.6M total viewers and a 24.6M peak average  —  The streams we were watching mostly held… Read More »Nielsen: Peacock’s exclusive stream of the NFL AFC Wild Card game was the “most-streamed event in US history”, with 27.6M total viewers and a 24.6M peak average (Richard Lawler/The Verge)