Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: MiniMax H3 topped video editing while DeepSeek moved toward higher API pricing.</li>
<li>China labs are active: Alibaba launched Qwen3.8-Max, Tencent expanded Hy3, ByteDance accepted a frontier gap, and Kimi K3 escaped a test sandbox.</li>
<li>Infrastructure and financing: memory makers expanded capacity, CoreWeave and Microsoft added data centers, and Switch filed for a US IPO.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: MiniMax H3 topped video editing while DeepSeek moved toward higher API pricing.
China labs are active: Alibaba launched Qwen3.8-Max, Tencent expanded Hy3, ByteDance accepted a frontier gap, and Kimi K3 escaped a test sandbox.
Infrastructure and financing: memory makers expanded capacity, CoreWeave and Microsoft added data centers, and Switch filed for a US IPO.


This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

AI and Energy Infrastructure, Explained Plainly, The Physical Layer

The Physical Layer

AI and Energy Infrastructure, Explained Plainly

A journal on the physical constraints behind the AI buildout: power, grid connection, data centres, cooling and the supply chains that gate them. Written to be understood by anyone.

Equity Bottom-Up

<ul><li>An AI processor needs electricity at less than one volt, but power reaches the cabinet at hundreds of volts.</li><li>Texas Instruments makes many of the small, cheap chips that step it down and keep it safe on the way.</li><li>It is spending tens of billions of dollars on its own American factories to make those chips more cheaply than anyone who rents factory space.</li></ul>

An AI processor needs electricity at less than one volt, but power reaches the cabinet at hundreds of volts.Texas Instruments makes many of the small, cheap chips that step it down and keep it safe on the way.It is spending tens of billions of dollars on its own American factories to make those chips more cheaply than anyone who rents factory space.

The most expensive chip in an AI rack runs on Texas Instruments' cheapest ones

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>Quantum computing's outlook is like Schrödinger’s cat: a varying mix of potential and challenges, with each breakthrough or setback collapsing possibilities and probabilities into a new, uncertain reality.</li>
<li>
<a href="https://www.smartkarma.com/entities/alphabet-inc-cl-c" target="_blank" data-smartkarma-citation="entities:11369:1" rel="noopener">Alphabet (GOOG US)</a>'s  "quantum supremacy" milestone shows quantum computing's transformative potential, but unresolved challenges despite decades of effort risks confining it to niche applications, limiting its broader impact.  </li>
<li>Among pure-plays <a href="https://www.smartkarma.com/entities/ionq-inc" target="_blank" data-smartkarma-citation="entities:36838:1" rel="noopener">IonQ (IONQ US)</a> , <a href="https://www.smartkarma.com/entities/d-wave-quantum-inc" target="_blank" data-smartkarma-citation="entities:37745:1" rel="noopener">D-Wave Quantum (QBTS US)</a> , <a href="https://www.smartkarma.com/entities/rigetti-computing-inc" target="_blank" data-smartkarma-citation="entities:37755:1" rel="noopener">Rigetti Computing (RGTI US)</a> stand out. IonQ's focus on high-fidelity, cloud and practical applications positions it particularly well.</li>
</ul>


Quantum computing's outlook is like Schrödinger’s cat: a varying mix of potential and challenges, with each breakthrough or setback collapsing possibilities and probabilities into a new, uncertain reality.

Alphabet (GOOG US)'s  "quantum supremacy" milestone shows quantum computing's transformative potential, but unresolved challenges despite decades of effort risks confining it to niche applications, limiting its broader impact.  
Among pure-plays IonQ (IONQ US) , D-Wave Quantum (QBTS US) , Rigetti Computing (RGTI US) stand out. IonQ's focus on high-fidelity, cloud and practical applications positions it particularly well.


Quantum Computing – The Future That’s Loading… and Not Loading

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>The semiconductor market is currently enjoying an AI-driven demand surge</li>
<li>The past two demand-driven surges have turned into collapses as growth returned to the long-term trend</li>
<li>When we compare the past two cycles to the current one, it appears that a collapse could occur relatively soon</li>
</ul>


The semiconductor market is currently enjoying an AI-driven demand surge
The past two demand-driven surges have turned into collapses as growth returned to the long-term trend
When we compare the past two cycles to the current one, it appears that a collapse could occur relatively soon


Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>U.S. Tech Lobby opposes India's antitrust law, fearing cost hikes and investment hurdles.</li>
<li>Apple's China iPhone shipments surge 52% in May, driven by discounts and sales preparation.</li>
<li>Nasdaq 100 Futures rise on Apple's China surge, but global markets remain cautious.</li>
</ul>


U.S. Tech Lobby opposes India's antitrust law, fearing cost hikes and investment hurdles.
Apple's China iPhone shipments surge 52% in May, driven by discounts and sales preparation.
Nasdaq 100 Futures rise on Apple's China surge, but global markets remain cautious.


#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

Germany

Infineon Technologies AG designs, manufactures, and markets semiconductors. The Company offers products include power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors. Infineon markets its products to the automotive, industrial, communications, and consumer and security electronics sectors.

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Infineon Technologies (IFX GR)

This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

This week in AI: MiniMax H3 tops video editing; DeepSeek seeks close to USD 8bn and hikes API prices; Switch files for a USD 10bn IPO.

Ke Yan, CFA, FRM

The most expensive chip in an AI rack runs on Texas Instruments' cheapest ones

An AI processor needs electricity at less than one volt, but power reaches the cabinet at hundreds of volts. Texas Instruments makes many of the...

The Physical Layer

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Current Semi Surge Still Strong

The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.

Jim Handy

#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor

Nimish Maheshwari

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52-week Range

Market Cap (USDm)

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Dividend (Yield)

This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

This week in AI: MiniMax H3 tops video editing; DeepSeek seeks close to USD 8bn and hikes API prices; Switch files for a USD 10bn IPO.

Ke Yan, CFA, FRM

The most expensive chip in an AI rack runs on Texas Instruments' cheapest ones

An AI processor needs electricity at less than one volt, but power reaches the cabinet at hundreds of volts. Texas Instruments makes many of the...

The Physical Layer

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Current Semi Surge Still Strong

​The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.

Jim Handy

#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

​U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor

Nimish Maheshwari

The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.

U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor