'Cascading effects' of Strait of Hormuz blockage getting worse by the day, energy and trade experts say
Rising oil prices are just the start. By blocking the Strait of Hormuz, global supply chains are at risk. For every day the war drags on, the list of product shortages grows. Shortages of fertilizer for farmers, critical minerals, and helium for semiconductor production are alread...
https://www.cbc.ca/news/business/armstrong-iran-trump-supply-chains-strait-hormuz-us-israel-9.7126304?cmp=rss

South Korea's all-industry production fell 1.3% in January as semiconductor output declined 4.4%, though retail sales rose 2.3% for a second consecutive month and facility investment surged 6.8%, marking the first positive growth in four months amid mixed economic signals.
#YonhapInfomax #SemiconductorProduction #IndustrialOutput #RetailSales #FacilityInvestment #ManufacturingProduction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=107880

Apple brings Mac mini production to Texas in major US manufacturing win

https://fed.brid.gy/r/https://nerds.xyz/2026/02/apple-mac-mini-texas-manufacturing/

【刊行物】2月9日に産業タイムズ社が『半導体製造装置・部材 最前線 2026 : AI需要で市場拡大一段と進む、半導体製造装置業界の最新レポート』を刊行（予定）。A4変形判、約140頁。予約受付中。予約特価は2月5日まで。詳細は https://www.sangyo-times.jp/syuppan/dtl.aspx?ID=231 に。
#Report #SemiconductorProduction #Equipment #Material

South Korea’s semiconductor production plunged 26.5% in October, the sharpest drop in 43 years, as base effects and fewer working days offset strong global AI-driven demand, with officials expecting a rebound in coming months.
#YonhapInfomax #SemiconductorProduction #StatisticsKorea #BaseEffect #ChuseokHoliday #AI #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=93014

Taiwan has firmly rejected a US proposal to split semiconductor production equally, with officials clarifying that no such agreement was discussed or accepted during recent trade talks, as TSMC continues major investments in both Taiwan and the US.
#YonhapInfomax #Taiwan #TSMC #SemiconductorProduction #USProposal #TradeNegotiations #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84336

Tesla CEO Elon Musk signaled that the $16.5 billion semiconductor deal with Samsung Electronics is only a baseline, with actual production expected to be several times higher, underscoring the growing scale of their partnership.
#YonhapInfomax #Tesla #SamsungElectronics #SemiconductorProduction #ElonMusk #165BillionDeal #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=74147

Elon Musk announces Samsung will manufacture next-generation AI6 chips at its Texas facility, signaling a major move in advanced semiconductor production.
#YonhapInfomax #Samsung #AI6Chips #TexasPlant #ElonMusk #SemiconductorProduction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=74110

South Korea's March industrial production surges 2.9%, beating expectations, while consumption and investment decline amid mixed economic signals.
#YonhapInfomax #IndustrialProduction #SemiconductorProduction #RetailSales #FacilityInvestment #EconomicIndicators #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=61039

Samsung and SK hynix may reduce Chinese operations as US reconsiders CHIPS Act subsidies, citing concerns over recipients' investments in China amid ongoing US-China tensions.
#YonhapInfomax #CHIPSAct #SamsungElectronics #SKHynix #ChineseOperations #SemiconductorProduction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=50995