Dell looks to phase out Chinese chips by 2024 - Nikkei

14 Sept 02:49 Key points summarised by AI

Dell plans to eliminate China-made chips from its products by 2024, instructing suppliers to reduce reliance on all China-produced components.
The directive extends to chips from non-Chinese manufacturers operating in China and other electronic components, with suppliers asked to prepare capacity in countries like Vietnam.
This strategic shift is driven by escalating U.S.-Beijing tensions and recent U.S. trade restrictions targeting Chinese semiconductor companies.
Rival PC maker HP is also reportedly surveying suppliers to explore moving production and assembly away from China.

European protests could raise costs for Thai exporters

Yesterday 17:46 Key points summarised by AI

The Commerce Ministry warns that ongoing protests across six European countries, driven by cost-of-living concerns, could weaken consumer purchasing power, disrupt logistics, and elevate costs for Thai exporters.
Thai exporters are advised to closely monitor developments, explore alternative markets (ASEAN, South Asia, Middle East), and adjust shipping routes to reduce dependence on Europe and mitigate potential risks.