Applied Materials + more news
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Applied Materials Sags on Weaker Revenue Outlook – Barron’s – looks promising overall for the semiconductor market. Applied Materials saw over 25% in machinery sales for making microchips and displays, indicating overall buoyant demand across consumer electronics manufacturers. Much of this is driven by memory chips that go into a wide range of products, from smartphones to cars. The main item of concern that I saw in Applied Materials sales was the high proportion of sales to Chinese manufacturers. This was in sharp contrast to a drop of supplies to Taiwan factories. As supply chains decouple from China, this reliance will be a real issue. Applied Materials also have to worry about having their devices torn down and reverse engineered by Chinese government sponsored efforts to become self sufficient.
WSJ City – China secures access to 70% of world’s lithium supplies – Chile is the low carbon equivalent of Saudi Arabia. The rosy numbers are based on: current consumption rates that are low (electric cars are still a novelty) and doesn’t pair it with their position on rare metals – China also dominates super capacitor technology. Time for hydrogen powered cars
Why are the biggest global PR agencies stuck? Does it matter? – SixtySecondView – good, if snarky read. Expect something on this from me soon. Currently have my head in creating an Excel document full of research
‘Menopausal’ UK economy risks once-in-a-century slump, warns deputy chief at Bank of England – I thought the analogy accurate if not insensitive. There is little chance of economic growth bearing fruit
This Is How a Newspaper Dies – POLITICO Magazine – In 1976, long before the internet arrived, Los Angeles Times media reporter David Shaw wrote in a lengthy Page One report about the newspaper’s worsening vital signs. “Are you now holding an endangered species in your hands?” he wrote. – I’d alluded to this here.
Exclusive: NSA encryption plan for ‘internet of things’ rejected by international body – WikiTribune – understandable given the NSA’s history of weak encryption. What’s also interesting the low level of trust amongst allied countries