Sunday, March 17, 2024

How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027 (Megha Mandavia/Wall Street Journal)

Megha Mandavia / Wall Street Journal:
How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027  —  India is making a play for the semiconductor space—but fallout from U.S.-China tensions and China's deep pockets could get in the way



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JD reports Q4 revenue up 13% YoY to ~$48B, its fastest growth in three years and above est., net income up 100%+ to ~$1.4B, as Chinese consumer spending rises (Bloomberg)

Bloomberg : JD reports Q4 revenue up 13% YoY to ~$48B, its fastest growth in three years and above est., net income up 100%+ to ~$1.4B, a...