2025 AI & Semiconductor Outlook
Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and...
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Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down
Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...
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Japan Morning Connection: Bessent's Nomination for Treasury Secretary Seen as Stabilizing Markets
​SMCI stock continues to climb higher, boosting server-related. Kirin's sale of Kyowa Hakko Bio may not be met with enthusiasm. Concerns about...
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TechChain Insights: Walking SEMICON 2026 Showed the Fab Is the First Buyer of Taiwan's Robot Parts
Labor drives the orders: TSMC has about 20 fabs under construction and calls construction workers a limiting factor, while ASE lists labor among...
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Japan Morning Connection: Trump Names Rally in the Wake of Re-Election
Trump names rally while renewables sold heavily. Underperformance by semi-capex with high China sales may reflect in Japan SPE. Global defense...
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