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16.12.25 - 04:42
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Time For An AI-Tech Supply-Chain Channel-Check In Asia. Here Are Key Takeaways... (ZeroHedge)
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Time For An AI-Tech Supply-Chain Channel-Check In Asia. Here Are Key Takeaways...
Channel checks in Asia's tech supply chain are critical and can be used as early signals or leading indicators when trying to gauge the AI bubble and/or global demand for tech, especially in North America and Europe.
Goldman's James Schneider told clients on Monday that his team visited two dozen companies deeply embedded in the IT supply chain across Taiwan, Korea, and Japan, the global production capitals for semiconductors, servers, memory, displays, optics, and capital equipment.
Schneider's top ten takeaways from his team's channel checks were that AI server demand remains robust, with no signs of slowing in 2026, while end-market growth for PCs remains mixed.
Here are the top ten takeaways:
AI servers: Robust demand is expected to continue in 2026, with no signs of slowing. Although full-rack shipments could more than double, with similar levels of growth in GPU and ASICs, the rate of ASIC shipment gro...
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15.12.25 - 02:12
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Asahi CEO Eyes Cybersecurity Unit as Disruption Drags On (Bloomberg)
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Asahi Group Holdings is elevating cybersecurity to a top management priority after a ransomware attack in late September crippled its domestic production and distribution systems. CEO Atsushi Katsuki tells Bloomberg that Japan's largest brewer is considering the creation of a dedicated cybersecurity team, as disruptions to operations and financial reporting are expected to persist into the new year. (Source: Bloomberg)...
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12.12.25 - 12:42
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Card Factory issues shock profit warning during peak Christmas period (The Guardian)
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Retailer, which also owns Funky Pigeon, says economic pressure has hit shoppers' confidenceCard Factory has delivered an unwelcome early Christmas surprise for investors by issuing a shock profit warning during the greetings card retailer's peak trading period, which sent shares plunging by more than a fifth.The retailer, which also owns the online card and gift brand Funky Pigeon, said economic pressure on shoppers has hit confidence in its most important trading period of the year. Continue reading......
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12.12.25 - 03:06
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MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand (Digitimes)
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MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has already embarked on a push into application-specific integrated circuits (ASICs) tied to Google's TPUs, aiming to capture US$1 billion in ASIC revenue by 2026. Now, it forecasts that automotive electronics will emerge as another billion-dollar revenue stream within two to three years....
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11.12.25 - 14:48
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SEALSQ Enters the Healthcare Industry Through IC′Alps, Delivering Custom Integrated Chip Solutions and Post-Quantum Protection for Next-Generation Medical Devices (GlobeNewswire EN)
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Geneva, Switzerland, Dec. 11, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES), ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced its strategic entry into the healthcare industry through its subsidiary IC'Alps which is recognized for its excellence in designing custom integrated circuits (ASICs) for advanced medical devices. Through IC'Alps, SEALSQ is well positioned to accelerate healthcare innovation with ultra-low-power systems, physiological sensing, ultrasound technologies, secure data processing, and post-quantum cryptographic protection, an essential safeguard for the future of connected healthcare....
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10.12.25 - 14:33
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Hazeltree Finds Consumer Shorts Hit New Highs; Software & Services Back in the Crosshairs (Business Wire)
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Marriott, Pernod Ricard, and Oriental Land led global consumer short interest, while Palo Alto Networks, IBM, and CrowdStrike topped U.S. Software & Services activity
NEW YORK & LONDON--(BUSINESS WIRE)--Global markets posted mixed performance in November, marked by shifting supply chains, evolving investor sentiment toward AI and growth technology, and widening divergence between U.S. and non-U.S. equities. Against this backdrop, short sellers continued to concentrate on consumer names worldwide—particularly across EMEA—while Software & Services also drew significant U.S. short-selling activity, according to Hazeltree, a leading provider of integrated treasury and liquidity management solutions for alternative asset managers.
Based on Hazeltree's analysis of anonymized data from its community of more than 600 asset management firms, consumer securities accounted for 44% of global short positions in November—up 17% from September. Prominent names included Marriott, Pernod Ricard, and Oriental Land. ...
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10.12.25 - 10:00
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Hokkaido Gov. Announces Approval for Tomari Reactor Restart (Nippon)
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Sapporo, Dec. 10 (Jiji Press)--Hokkaido Governor Naomichi Suzuki on Wednesday announced his approval for the restart of the No. 3 reactor at Hokkaido Electric Power Co.'s Tomari nuclear power plant in the northernmost Japan prefecture. Suzuki made the announcement at a meeting of the Hokkaido prefectural assembly. The four municipalities surrounding the nuclear plant have already expressed ......
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10.12.25 - 07:36
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Asahi Breweries Sales Fall at Faster Pace in Nov. (Nippon)
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Tokyo, Dec. 10 (Jiji Press)--Asahi Breweries Ltd. said Wednesday that its sales fell at a faster pace in November than in the previous month, as shipments were delayed following a computer system failure due to a cyberattack on its parent company in late September. Sales by Asahi Breweries dropped by over 20 pct year-on-year in November in value after falling by nearly 10 pct in the previous......
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