Japan Morning Connection: 7453 JP, 4307 JP, 6857 JP
​US tech stocks showing weakness but on the rebound. Japanese market may see forced selling due to margin calls. Discussion of stocks with...
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Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP
Meta and MSFT's AI gains boost capex and JP SPE names. Advantest's strong outlook aids Micronics. Japan lifts China export ban, but US likely to...
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Japan Morning Connection – 18 July, 2024
​Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
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Japan’s Semiconductor Export Controls Disrupt Global Supply Chain, Ministry Says
The export controls on certain semiconductor products proposed by the Japanese government will severely undermine the stability of the global...
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Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
​Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
515 Views