Japan Morning Connection: Tech and AI up but Power and Industrial Semi's Sag on Numbers
Tech and AI related saw dip buying overnight with the mkt stepping in to pick up heavily sold software names after EDA software maker Cadence +7.6%...
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Japan Morning Connection: Semi-Cap Jumps Higher While Software Takes a Hit (Again) Over AI Concerns
Sumco likely to see a sharp drop to start. Power semi's doing well yesterday a positive for related JP names today. Wealth management and R/E...
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Japan Morning Connection: Takaichi Promising Fiscal Responsibility + Tax Cut Combo
Takaichi manages to thread the needle (so far) with promises of fiscal responsibility + tax cut combo. Chipmakers painted in a positive light....
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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...
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Japan Morning Connection: Huge Earnings After Hours All Point to Increased AI Capex Spending
Meta is surging +11% after reporting 1Q sales guidance. Tesla plans to invest $2bn in Musk’s xAI. Expect whole SPE ecosystem in Japan to be sharply...
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