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17.11.25 - 07:48
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Fujifilm CEO Says US Tariff Impact ′Largely Minimized′ (Bloomberg)
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In an interview with Bloomberg TV's Shery Ahn, President and CEO Teiichi Goto discusses how the company is navigating today's rapidly changing landscape — tackling technological challenges, trade tensions, and shifting global dynamics. (Source: Bloomberg)...
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14.11.25 - 00:09
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How China Grabbed Nvidia Racks Through Secret Jakarta Loophole (ZeroHedge)
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How China Grabbed Nvidia Racks Through Secret Jakarta Loophole
While President Trump reiterated earlier this month that he doesn't want China getting its hands on Nvidia's most advanced AI chips, a Chinese AI company has found a convenient loophole: Indonesia.
An investigation by the Wall Street Journal reveals that around 2,300 of said chips have been procured by said Chinese AI company - and has traced how "a chain of deals across several countries got the chips inside the data center, which is wedged between a private school and an upscale apartment complex. A company that arranged the transaction is a subsidiary of a Chinese business on an American trade blacklist."
And the kicker: none of it appears to have violated US law.
China has notably been barred from buying advanced US semiconductors since 2022 over national-security concerns. And while Nvidia CEO Jensen Huang insists that Nvidia's market share in China has 'fallen to zero' from 95% due to the US export rest...
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11.11.25 - 14:31
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SoftBank Dumps Entire Nvidia Stake To Double-Down On ′Core AI Enablers′ (ZeroHedge)
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SoftBank Dumps Entire Nvidia Stake To Double-Down On 'Core AI Enablers'
In another warning sign for the AI bubble, one we've been tracking closely, from the accelerating AI-linked debt binge and widening Oracle CDS spreads to repeated cautions from BofA's Michael Hartnett and others - yet another red flag emerged Tuesday morning.
Masayoshi Son's SoftBank Group cashed out its $5.83 billion stake in Nvidia in October and is now raising capital for new AI investments across data centers, robotics, and chip manufacturing. The sale underscores Son's core strategy - buy low, sell high - while positioning SoftBank as a major funder across the global AI ecosystem.
CFO Yoshimitsu Goto told reporters earlier that the sale of its Nvidia stake was part of SoftBank's cycle of "divesting and reinvesting," describing it as the company's "fate" to continually reallocate capital.
"Our investment in OpenAI is significant, so we plan to use some existing assets to help ...
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11.09.25 - 10:15
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Research: UBS APAC Key Calls (Table) (AAStocks)
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UBS released a report showing its latest list of recommended stocks in the Asia-Pacific region, recently adding Singapore's ST Engineering (STEG.SI) and South Korea's SK Hynix (000660.KS) to its list, while removing Indonesia's Bank Mandiri:Stocks | Ratings | Target PricesTENCENT (00700.HK) | Buy | HKD720AKESO (09926......
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31.07.25 - 15:36
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Brian O′Donnelly Appointed to Expanded Role, Strengthening Global Leadership to Drive Growth in the Fujifilm′s Electronic Materials Business (Business Wire)
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TOKYO--(BUSINESS WIRE)--FUJIFILM Corporation (President and CEO, Representative Director: Teiichi Goto) today announced that the company has appointed Brian O'Donnelly as its Corporate Vice President, strengthening global leadership to drive growth in the Electronic Materials Business. He will continue serving as the President and CEO of FUJIFILM Electronic Materials USA, Inc., Senior Deputy General Manager of the Electronic Materials Business Division, FUJIFILM Corporation and Global Vice President of FUJIFILM Electronic Materials.
Born and educated in Scotland, O'Donnelly has spent the majority of his 40-year career working in the Chemical and Semiconductor Materials industries, joining Fujifilm group in 2004. In 2014, he was appointed President and CEO of FUJIFILM Electronic Materials USA, where he has led significant growth of the business and its contributions to Fujifilm through new product development, customer and product portfolio expansions, and mergers and acquisitions.
“Brian is a strong l...
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10.07.25 - 08:36
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Oracle Said to Move Ahead With Cloud Services Plan in Indonesia (Bloomberg)
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Oracle Corp. will partner with DayOne Data Centers Singapore Pte to establish its first cloud services center in Indonesia, people familiar with the matter said, boosting its partnership with a key regional operator that counts TikTok owner ByteDance Ltd as its largest customer....
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