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17.12.25 - 04:48
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Asian Markets Trade Mixed (AFX)
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CANBERA (dpa-AFX) - Asian stock markets trade mixed on Wednesday, following the mixed cues from Wall Street overnight, after the release of sluggish US jobs data failed to boost expectations for f......
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16.12.25 - 10:06
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Asian Shares Retreat As US Jobs Report Looms (AFX)
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CANBERA (dpa-AFX) - Asian stocks fell broadly on Tuesday as investors awaited crucial U.S. jobs and inflation readings for additional clues on the Fed's rate trajectory in the new year. The Novemb......
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16.12.25 - 07:45
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MORNING BRIEFING - USA/Asien (Dow Jones)
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Der Markt-Überblick am Morgen, zusammengestellt von Dow Jones Newswires: = +++++ TAGESTHEMA +++++ Die USA haben zugesagt, die Ukraine vor künftigen russischen Angriff zu schützen. Wie US-Vertreter mitteilten, boten sie an, europäische ......
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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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