In today’s briefing:
- Ohayo Japan | Nvidia-Intel Boosts Chip Stocks
- Japan Morning Connection: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers
- Singapore Market Roundup (18-Sep-2025): OCBC Boosts Golden Agri Target Price Due to Strong Palm
- China Slaps Up to 78% Tariffs on U.S. Fiber Optic Imports in First-Ever Anti-Circumvention Case
- Tech Supply Chain Tracker (19-Sep-2025): Asia’s E-Book Reader Market Is Experiencing Rapid Growth
Ohayo Japan | Nvidia-Intel Boosts Chip Stocks
- US stocks hit record highs as Fed rate-cut signals lifted markets, with Nvidia’s $5 billion Intel investment driving chip gains.
- Nvidia will buy a $5 billion stake in Intel to jointly develop PC and data center chips, sending Intel shares up over 25% and Nvidia about 3%.
- FedEx beat quarterly profit and revenue estimates as cost cuts offset weaker international volumes, lifting shares 6% in extended trading despite a cautious 2026 earnings outlook.
Japan Morning Connection: Intel/NVDA Partnership Very Positive for Japanese SPE Suppliers
- Expect big gains for the likes of TEL, Lasertec, TOK with Intel emerging as the clear national champion.
- Memory names continue to surge higher, so Kioxia’s -7% drop off the highs yesterday likely to draw interest.
- Not good news for ARM though, as a NVDA/INTC partnership will make it harder for their architectures to gain traction. Sell Softback.
Singapore Market Roundup (18-Sep-2025): OCBC Boosts Golden Agri Target Price Due to Strong Palm
- OCBC raises Golden Agri-Resources target price amid strong palm oil prices.
- CGS International raises ISOTeam target price amid upcoming drone deployment.
- UOBKH maintains ‘sell’ on SIA, raises target to $6.05, cites Air India impact.
China Slaps Up to 78% Tariffs on U.S. Fiber Optic Imports in First-Ever Anti-Circumvention Case
- China has imposed steep anti-dumping duties of up to 78.2% on certain U.S.-made fiber optic products starting Sept. 4, according to the Ministry of Commerce, escalating trade frictions between the world’s two largest economies.
- The tariffs target a niche category of fibers known as cutoff wavelength-shifted single-mode fiber, or G.654.C fiber, optimized for long-haul and undersea networks. The ministry said U.S. producers were exporting these products to China in order to evade duties already applied to another fiber product.
- According to the ministry, Corning Inc. will face a duty of 37.9%, OFS Fitel LLC will be taxed at 33.3%, and Draka Communications Americas Inc. will incur a 78.2% duty. All other U.S. exporters will be subject to the maximum rate of 78.2%. The measure builds on anti-dumping penalties China first levied on U.S.-origin single-mode fiber more than a decade ago.
Tech Supply Chain Tracker (19-Sep-2025): Asia’s E-Book Reader Market Is Experiencing Rapid Growth
- Asia’s e-book reader market is witnessing substantial growth, fueled by increasing sales figures.
- Leading companies such as Google and Amazon are focusing on advanced AI technologies to enhance user experience.
- DeepSeek AI is assessing risks linked to heightened regulatory scrutiny in China, indicating market complexities.
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