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19.02.26 - 09:12
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Aktien Asien: Samsung treibt südkoreanische Börse an (DPA-AFX)
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TOKIO/SHANGHAI/HONGKONG/SYDNEY (dpa-AFX) - Die asiatischen Aktienmärkte haben am Donnerstag weiter zugelegt. Während an den Börsen Chinas und Taiwans feiertagsbedingt erneut kein Handel stattfand, startete das Geschäft in Südkorea wieder....
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19.02.26 - 08:01
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Monthly Update – January 2026 (Cision)
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19 February 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – January 2026
The Company's monthly factsheet as at 31 January 2026 is now available: https://awemtrust.com/factsheet/
The Fund was up 5.85% in January 2026, underperforming the benchmark by 0.85%. The key contributors include Samsung Electronics (+31.3%), TSMC (+12.1%), and SK Hynix (+37.0%), whereas OneSource Specialty (-37.3%), Naspers (-9.1%), and Vivara Participacoes (-13.0%) were the key detractors.
Market Review
In January 2026, the MSCI EM...
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17.02.26 - 07:00
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Abgänge bei Samsung: PR-Abteilung im Zerfall (Inside Paradeplatz)
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Kündigungen, Ausfälle, Funkstille bei Schweizer Ableger des Handy-Multis.
In der Schweizer Niederlassung von Samsung scheint derzeit weniger Hightech als Hochspannung im Umlauf zu sein. Nicht in den Akkus, sondern in der Marketingabteilung. Seit geraumer Zeit berichten Insider von einer Arbeitsatmosphäre, die eher an eine Reality-Show ohne Kameras erinnert […]...
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17.02.26 - 01:06
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Samsung accelerates HBM hybrid bonding line to meet Nvidia demand (Digitimes)
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Samsung Electronics is reportedly accelerating preparations for next-generation high-bandwidth memory (HBM), moving to establish a hybrid bonding production line at its Cheonan campus in South Korea to support the higher stacking transition to high-bandwidth memory 4 (HBM4) and next-generation high-bandwidth memory 5 (HBM5)....
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16.02.26 - 10:36
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Ray Wang on How AI Is Causing DRAM Prices to Surge | Odd Lots (Bloomberg)
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For years, DRAM — or Dynamic Random Access Memory — was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all that's changed. AI has created voracious demand for DRAM and consumer facing companies are being forced to either curtail supply or raise prices due to exploding costs. But what is it about AI that consumes so much memory, and when will the market rebalance itself? On this episode, we speak with Ray Wang, an analyst at SemiAnalysis, who recently co-authored a report titled, Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom. We discuss the implications of this memory boom, how producers are responding to surging prices, and whether or not the Chinese companies in the space can catch up to the Korean giants, such as Samsung and Hynix. (Source: Bloomberg)...
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