Tech Supply Chain Tracker (03-Apr-2026): CXL advantages in server memory setup
Recent tech and aerospace updates include CXL's memory advancements, SpaceX's IPO plans, TCL's Sony stake acquisition, Intel's stock buyback,...
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Japan Morning Connection: Heavy Selling Expected for SPE as Uncertainty Builds
SPE and optical names face a brutal open as tech melts down overnight. Sony and Nintendo may be the bright spots on easing NAND cost pressures.
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Japan Morning Connection: Markets Grind Higher with Bright Spots Despite Ongoing Uncertainty
Markets managed to put on a brave face despite the higher oil price and mixed messaging. Defense stocks softened after Rheinmetall missed earnings.
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Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise
The market has been quick to punish lavish spending on AI. Qualcomm's statement about the shortage of memory chips will be negative for names...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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