In today’s briefing:
- Ohayo Japan | Volatile Week Ahead
- Japan Morning Connection: US Export Curbs Tighten on China
- Global Tech Weekly – Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?
- Improvement in Solar and Battery Technology
Ohayo Japan | Volatile Week Ahead
- U.S. stocks slumped Friday, capping a volatile week as weak August jobs data fueled concerns about the economy
- Seiren: Hong Kong’s activist fund Oasis Management acquired a 6.28% stake in Seiren, becoming its third-largest shareholder
- Toyota announced plans to produce next-generation EV batteries at new plants in Fukuoka and Hyogo prefectures.
Japan Morning Connection: US Export Curbs Tighten on China
- The US released its framework for further semiconductor related export restrictions to China late last week, including access to quantum computers and components, chipmaking tools including gate all-around (GAA) technologies.
- US homebuilders jumped after a survey showed new home orders rebounded sharply in August ahead of the expected rate cuts in September.
- Plenty of positive headlines for Alimentation Couche-Tard’s bid for 7&I, including comments that they are confident financing the deal in cash, and ready and willing to advance friendly discussions.
Global Tech Weekly – Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?
- Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications Broadcom (AVGO US)Hewlett Packard Enterprise (HPE US) Alphabet (GOOGL US)
- U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 ASML Holding NV (ASML NA)Tokyo Electron Device (2760 JP)
- Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift
Improvement in Solar and Battery Technology
- Recent improvements in solar and battery technologies have been driven by advances in materials science, manufacturing techniques, and system efficiency.
- Solid-State batteries replace the liquid electrolyte in traditional lithium-ion batteries with a solid electrolyte, energy density, and charging speeds. They are seen as a game-changer, especially for electric vehicles.
- Both solar and battery technologies are becoming cheaper, making renewable energy more accessible and economically viable.
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