Semiconductor talent shortage worsens | Solar panel price war looms | PwC under fire in Australia
Welcome to Portfolio Intelligence Daily, where we spotlight under the radar investment themes and idiosyncratic risks, often involving emerging markets, supply chain issues, ESG risks, and the impact of regulatory changes.
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Theme summaries are curated by Auquan’s analyst team using our Portfolio Intelligence Engine to uncover investment insights at scale using NLP and generative AI.?
Taiwan’s semiconductor talent shortage worsens
The global semiconductor industry growth is hampered by severe talent shortages worldwide, with Taiwan’s situation worsening as universities struggle with student enrollment and tech companies step up efforts to poach talent.
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Tags: #semiconductor #tsmc #intel #samsung #ibm #globalfoundries #portfoliomanagement #riskmanagement #google
Solar panel price war looms
Chinese solar panel maker Longi Green Energy Technology Co. is cutting the cost of its silicon wafers, which could spark a price war in the solar industry.
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Tags: #solar #renewables #ukraine #longi
PwC under fire in Australia?
The Australian government is reviewing its use of PricewaterhouseCoopers (PwC) as its auditor after the accounting firm was fined for its role in a scandal involving the Commonwealth Bank of Australia.
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Tags: #pwc #australia #esg?
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