Fujimi: Alternative Way To Gain AI Exposure But With Risks
Fujimi's (FUJXF) annual sales are on the road to recovery thanks to the AI boom. Read why I remain neutral on the stock.
Electronics industry must export more to be globally competitive: MeitY secretary
For Indian manufacturers, tie-ups with Chinese firms are crucial at this stage to develop a resilient world-class supply ...
Scholar Jing Qian on right sizing China’s economy in the age of Trump and DeepSeek
The researcher surveys the dividends of 'Made in China 2025' and shares why he thinks Trump's contradictions could benefit bilateral relations Jing Qian is a co-founder and managing director of the ...
Digi Times6h
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two ...
Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
Bumpy ride: Auto industry stuck with excess semiconductor stock post-pandemic
Chip sales in the auto sector skid as the post-pandemic frenzy turns into an inventory glut. With tapering of sales and other ...