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Intelligence for Better Decision Making
Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.
成熟製程產能過剩 中芯去年獲利大減45%
SMIC's profit dropped 45% last year due to overcapacity in mature process
Liberty Times Net | Local Language | News | Feb. 14, 2025 | UndeterminedOperating Results
SMIC reported a 45.4% decline in net profit last year, primarily due to reduced investment income and capital returns. Contributing factors include overcapacity in China's semiconductor industry and heightened US sanctions, which are expected to decrease chip manufacturing equipment purchases after three years of growth. The company generated approximately US$30 billion in revenue, a 27.7% year-on-year increase, but net profit attributable to the parent company fell to US$4.92 billion.
CEO Zhao Haijun noted the impact of the US tariff war, revealing that customers are stockpiling orders amid concerns over tariffs and geopolitical tensions. He cautioned of potential challenges in the latter half of the year, including a decline in order volume as demand shifts and intensified price competition resulting from excess production capacity.
Consulting firm TechInsights forecasts a 6% drop in China's spending on chip manufacturing equipment this year, reducing it to $38 billion and lowering its global market share to 20%. Analysts emphasize that, despite China's push for self-sufficiency in chip manufacturing, significant gaps remain in lithography systems as well as packaging and testing equipment.
美印關係再升級 莫迪今訪美會晤川普 將聚焦貿易、科技與地緣政治
US-India relations escalate again. Modi visits the US today to meet with Trump, focusing on trade, technology and geopolitics
Liberty Times Net | Local Language | News | Feb. 14, 2025 | Geopolitical Conflict and Disputes
Indian Prime Minister Narendra Modi is in the U.S. for a pivotal meeting with President Donald Trump to discuss trade, technology, and geopolitical issues affecting their bilateral relationship.
The talks will concentrate on enhancing economic ties, particularly in technology, with a focus on the H-1B visa program essential for Indian tech professionals. Collaborative initiatives regarding data flows and the digital economy are also on the agenda.
The meeting occurs amidst changing geopolitical dynamics, particularly concerning China's influence. Both leaders aim to reinforce the Quad alliance, comprising the U.S., India, Japan, and Australia, to address regional security challenges.
Modi's visit represents a significant opportunity to strengthen U.S.-India relations, promoting trade, technology cooperation, and addressing security concerns in the Indo-Pacific region.
駁斥抹黑 南市府:嚴打環境犯罪 絕不姑息
Refuting the smear campaign against the Taipei City Government: We will crack down on environmental crimes and will not tolerate them
Tainan City | Local Language | CityState | Feb. 14, 2025 | Pollution
The Tainan City Government's Environmental Protection Bureau responded to allegations from legislators Chen Zhaozi and Chen Jiahua, asserting they are part of a smear campaign. The Bureau clarified that Lin Fushun, responsible for environmental violations, has been ordered to clean up the waste, with Chanyuan Enterprise liable if he fails to comply.
In June 2013, the Bureau requested a cleanup plan from Ming Xiangxin Company. It dismissed claims of favoritism and emphasized its commitment to combatting environmental crimes with strict penalties for violations. The Bureau urged the public not to misinterpret facts or question the city's dedication to environmental issues.
The Bureau confirmed cooperation with prosecutorial bodies during the Xuejia slag case investigation, successfully executing cleanups in multiple areas. It stated that cleanup responsibilities would not yield financial gains for those involved and pledged immediate action for future cleanup opportunities.
During periods of inaction on slag removal, groundwater and heavy metal tests were conducted, consistently meeting safety standards. The Bureau committed to ongoing monitoring and enforcing cleanup obligations, recognizing potential negative impacts on company operations and employee livelihoods from any necessary demolitions.
Minister of Environment Peng Qiming acknowledged the need to block slag against rainwater infiltration and proposed collaboration with the State-owned Assets Administration. He commended Taipei City’s proactive measures regarding the issue, highlighting transparency in cooperation with judicial branches.
The Bureau reiterated a zero-tolerance policy toward environmental violations, presenting its actions on the Xuejia slag case as evidence of governmental accountability. Cleanup procedures have been publicly documented, marking a national precedent in governance, and Tainan City proclaimed itself as the first in Taiwan to complete illegal slag removal while rejecting malicious external accusations.
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