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October 8
- Foxconn Chairman Says AI Investment Boom 'Still Has Some Time to Go' as Language Models Evolve➀ Foxconn Chairman Young Liu believes the AI boom still has some time to go as AI models are becoming more intelligent with each new iteration. ➁ Progress towards Artificial General Intelligence (AGI) is positive for the AI server industry, benefiting Foxconn's growth. ➂ Demand for Nvidia's Blackwell server chip, manufactured by Foxconn, is exceeding expectations. ➃ Liu sees 'on-device' AI as the next significant growth opportunity for the company. ➄ The rise in smartphone sales, driven by AI features, indicates a potential supercycle for the industry.
October 6
- Experts see India as global hub for manufacturing, services amid 'China plus one' strategy➀ Experts highlight India's growing global role in manufacturing and services due to infrastructure upgrades, strategic positioning, and workforce dynamics; ➁ Harvard Kennedy School's Robert Lawrence praises India's infrastructure improvements and its geopolitical positioning; ➂ Axis Bank's Neelkanth Mishra notes a short-term economic slowdown but expects growth to improve; ➃ Mishra acknowledges limitations in replicating China's manufacturing boom but sees opportunities in the services sector; ➄ Sciences Po's Jean-Pierre Landau emphasizes India's demographic dynamism and potential in technology and finance.
August 31
- Morgan Stanley's Bullish Picks in the Semiconductor Sector➀ Morgan Stanley identifies opportunities in the bonder market within the semiconductor sector. ➁ The bank expects a cyclical recovery in the sector to begin in 1H25. ➂ Morgan Stanley recommends three global equipment vendors: BE Semiconductor Industries, ASMPT, and Hanmi Semiconductor.
August 24
- Intel Hires Morgan Stanley for Activist Defense➀ Intel has engaged Morgan Stanley and other advisors to help defend against activist investors. ➁ Morgan Stanley has a history of working with Intel, including on the 2022 spinoff of Mobileye. ➂ The move comes as Intel faces challenges in the AI market and has recently announced significant job cuts and a suspension of dividends.