Rare Earth Elements: U.S. SMUGGLING ILLICITS CHINA CRACKDOWN !!
As with US efforts to thwart Chinese smuggling of chips to meet its AI demand, China cannot fully stop US smuggling of REEs and high-powered...
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CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
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Primer: Tokyo Electron (8035 JP) - Aug 2026
Tokyo Electron is a primary beneficiary of the structural tailwinds from AI-related investments, which are driving significant growth in the...
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Tokyo Electron (8035 JP): Q1 FY03/27 flash update
In Q1 FY03/27, the company reported revenue of JPY732.4bn, operating profit of JPY211.4bn, and net income of JPY164.3bn. The company revised its...
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Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
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