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REUTERS/Claro Cortes/File Photo Acquire Licensing RightsLONDON, Oct 30 (Reuters) - China's imports of tin concentrates collapsed in September, reflecting the suspension of mining activity in the semi-autonomous Wa state in neighbouring Myanmar. China's imports of tin concentrates from Myanmar and other sourcesIMPORT SLUMPChina imported 7,300 metric tons of tin concentrates in September, which was the lowest monthly count since February 2019. Imports from Myanmar slumped to just 1,421 metric tons after a mini surge over July and August ahead of the mining ban. The Myanmar ban has to date had little impact on either China's production of refined tin or the tin price. The boom in tin usage for home electronics during lockdown in 2020-2021 has given way to a prolonged downturn.

Persons: Claro, that's, Jan Harvey Organizations: REUTERS, United Wa State Army, Democratic, London Metal Exchange, International Tin Association, Reuters, Thomson Locations: Shanghai, Claro Cortes, Wa, Myanmar, China, Tanintharyi, Democratic Republic of Congo, Bolivia, Brazil, Russia

REUTERS/Beawiharta Acquire Licensing RightsLONDON, Sept 20 (Reuters) - London Metal Exchange (LME) stocks of tin have grown steadily over the summer months and have reached levels last seen in April 2020. Around half of the tin produced every year is used as a soldering material on circuit boards, linking usage to the fortunes of the consumer electronics sector. Global semiconductor sales from SIABOOM AND BUSTTin's fortunes are closely tied to the consumer electronics sector, which has experienced a remarkable boom-and-bust cycle over the last three years. That translated into a boom year for tin demand, usage growing by 7.6%, led by a 12.2% rise in the soldering sector, according to the International Tin Association. However, global semiconductor sales have registered small month-on-month increases since April and the year-on-year gap narrowed to 11.8% in July, according to the SIA.

Persons: Lockdowns, Boom, Barbara Lewis Organizations: PT Timah, REUTERS, London Metal Exchange, Shanghai Futures Exchange, SIA, Semiconductor, Semiconductor Industry Association, International Tin Association, World Semiconductor Trade Statistics, Wa State, Reuters, Thomson Locations: Mentok, Indonesian, Bangka, Myanmar, London, Shanghai, Wa, China

London Metal Exchange (LME) three-month tin has been treading water in a $23,700-26,800 range since the start of May. Although the demand outlook remains subdued, tin supply is facing two big threats, one from Myanmar and one from Indonesia, the world's largest exporter. Global tin supply, meanwhile, is now improving after an early-year drop in Indonesia shipments. Refined tin production fell year-on-year in May and Guangxi China Tin Group, the world's sixth-largest tin producer, has just announced a 40-50 day maintenance break from the end of this month, according to the ITA. Indonesia currently only has enough downstream capacity to absorb 5% of its domestic tin production, meaning that any restrictions will likely come in phases.

Persons: Minsur, International Tin Association . Tin, It's, David Evans Organizations: London Metal Exchange, Global, Shanghai Futures Exchange, U.S, Global Semiconductor, HIT, World Semiconductor Trade Statistics, Local, United Wa State Army, International Tin Association ., ITA, Guangxi China Tin Group, Thomson, Reuters Locations: Midwest, London, imploding, Myanmar, Indonesia, Peruvian, United States, Europe MYANMAR, Wa, China, Wa State, Guangxi China, INDONESIA

☆ These are the 10 best performing AI stocks so far this year
▼ + stars: | 2023-05-30 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

The rise of ChatGPT has sparked a frenzy for artificial intelligence stocks in 2023. A "jaw-dropping" earnings report from Nvidia was the latest catalyst to send AI stocks soaring. These are the 10 top-performing artificial intelligence stocks so far in 2023. These are the 10 best-performing artificial intelligence-related stocks so far this year, as of Tuesday afternoon. C3.aiSOPA Images / Getty ImagesTicker: AIMarket Value: $3.2 billionYear-to-date gain: 260.8%

Persons: ChatGPT, —, Alphabet's Bard, It's, Microsoft Satya Nadella, Sean Gallup, Sundar, Synopsys Smith, Lisa Su Steve Marcus, Nvidia Jensen Huang, Las Vegas Rick Wilking Organizations: Nvidia, Service, Companies, Cadence Design Systems, Taiwan Semiconductor, World Semiconductor, Publishing, Getty, Microsoft, Google, Broadcom Reuters, Cadence, Marvell Technology, Marvell Technologies Smith, AMD, Reuters, CES Locations: China, Las Vegas

HONG KONG, Dec 19 (Reuters Breakingviews) - America’s chip war against China will make only partial inroads in 2023. After unveiling sweeping new export restrictions in October, Washington appears to have successfully lobbied friendly governments including Japan and the Netherlands to join. Dutch Trade Minister Liesje Schreinemacher already said in November her government "will not copy the American measures one-to-one". Rival Nikon (7731.T) made sales of over 153 billion yen ($1.1 billion) in China, some 28% of total. In November, Dutch Trade Minister Liesje Schreinemacher confirmed the Netherlands was in talks with the U.S. government about new export restrictions.

☆ The US is spending billions to boost chip manufacturing. Will it be enough?
▼ + stars: | 2022-10-18 | by ( Catherine Thorbecke | ) edition.cnn.com time to read: +9 min

US-based fabs, or chip manufacturing plants, currently only account for 12% of the world’s modern semiconductor manufacturing capacity, according to data from the Semiconductor Industry Association trade group. Some 75% of the world’s modern chip manufacturing is now concentrated in East Asia – a majority of that in geopolitically-vulnerable Taiwan. Now, simply having the facilities already set up to produce or expand chip manufacturing gives Asia a big advantage. This is not yet the case in places like Arizona and Ohio, where plans to build massive chip manufacturing plants are already underway. If not, even the billions of dollars committed by the private and public sector may not be enough to reshore semiconductor manufacturing.

☆ China chip industry group 'troubled' by U.S. export curbs
▼ + stars: | 2022-10-13 | by ( ) www.reuters.com time to read: +2 min

SHANGHAI, Oct 13 (Reuters) - China's top trade group for the chip sector said on Thursday it was "disappointed" by recent U.S. export controls and warned they could put more stress on global supply chains. Last week, the U.S. Commerce Department passed a sweeping set of regulations aimed at kneecapping advancements in China's semiconductor industry. If enforced broadly, the regulations could bar research labs and commercial data centres' access to advanced AI chips, prevent Chinese chip fabs from purchasing critical manufacturing equipment, and force U.S. nationals working at advanced Chinese chip companies to resign. Share prices of Chinese tech giants and chip companies with facilities in China plunged in response to the U.S. curbs. read moreRegister now for FREE unlimited access to Reuters.com RegisterReporting by Josh Horwitz; Editing by Tom Hogue and Kim CoghillOur Standards: The Thomson Reuters Trust Principles.

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