In today’s briefing:
- Intel’s Data Center & AI Investor Webinar Key Takeaways
- India Channel Insight #50 | Commercial Vehicles – Discounts & Market Share
- Japan Weekly | Mitsui & Co, Toyota Industries, Equities Up
Intel’s Data Center & AI Investor Webinar Key Takeaways
- Intel recently hosted a webinar on the company’s Data Center & AI group strategy
- Intel has the broadest range of compute processor types on the market including CPU, GPU, FPGA, ASIC etc, but has lost its competitive edge to AMD on the server side
- Regaining server leadership will require home runs on both Granite Rapids and Intel 3 in 2025
India Channel Insight #50 | Commercial Vehicles – Discounts & Market Share
- Commercial vehicle industry in India facing challenges due to increasing discounting trend, implementation of new regulations, and economic slowdown.
- Possibility of Tata Motors Ltd (TTMT IN) regaining lost market share at the cost of Ashok Leyland (AL IN), but industry highly competitive.
- Finance Ministry warns of El Niño conditions, leading to weaker monsoon in India, dampening auto sales.
Japan Weekly | Mitsui & Co, Toyota Industries, Equities Up
- The Nikkei and Topix finished the week around 2.5% higher. That’s the second week in a row,
- Equity markets buoyed by positive Chinese macro data, especially the Non-Manufacturing PMI, pointing to the highest reading since May 2011
- The Tokyo Stock Exchange is focused on stocks that are trading below book value. So is the market….the leading gainers were all low-PB stocks
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