Japan Morning Connection: ASIC Names Surge on Huang's Endorsement as HPE Numbers Fuel AI Infra Plays
ASIC names surge on Huang's trillion dollar Marvell endorsement. HP enterprise up as much as 36% on bumper numbers. A strong focus on all things...
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Japan Trade: CHINA SAYS, "YOU MADE YOUR FUTON, NOW LIE IN IT!"
China has responded to Japan's military rhetoric and actions by announcing a ban on all exports deemed dual-use for Japan's military, including...
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Japan Morning Connection: Strong Month-End for Tech Sets Japan up for a Solid Start to Dec
Sentiment for all things AI back on the rise, boosting glass fiber makers. A rebound for memory and Japanese SPE names. Kioxia may keep rising...
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Japan Morning Connection: Chinese EDA Restrictions Lifted but No Follow Through for Semi-Cap
EDA names higher after China export liscence requirements lifted. Trump's trade deal deadline looms ahead, likely to involve Japan paying a higher...
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Japan Morning Connection: Solid Tech Rebound Ahead of the NVDA Developers Conference This Week
​Japan's SPE likely to continue strong performance, with potential targets in laggards like TEL, Screen, and Micronics. EU defense stocks have been...
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