Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed
Tech and AI bounce back after pullback the day before, flash/NAND related especially strong. WOLF a potential target for the US Government to take...
723 Views
Kokusai Electric Placement - Unexpected Seller but Relatively Small Deal
Applied Materials (AMAT US) is looking to raise approximately US$330m through an accelerated secondary offering for around 4.5% of Kokusai Electric...
923 Views
Japan Morning Connection: Semi's Correct Finally, but Already Seeing Dip Buying off Lows Overnight
Advantest may emerge as an SPE sector relative short. May be a chance to double dip on wafer companies after a US wafer testing firm dropped 17.4%.
475 Views
Japan Morning Connection: Sakae Takaichi Win Pulls Japan to the Right
Takaichi's right wing political views support a more aggressive millitary, making the heavies likely early buys. Expect utilities to do well,...
188 Views
Japan Morning Connection: AMAT Expecting Hit from China Export Restrictions May Take Shine off SPE
AMAT expecting a $710m hit to its revenue from new US export restrictions which may dampen Japan SPE somewhat. Expect another jump higher for...
261 Views