It's in Trump's interest to get a deal with Japan: Analyst
David Boling of Eurasia Group says the Nippon Steel-U.S. Steel 'golden share' concept is a one-off deal. He also discusses the latest on US-Japan trade talks, and the importance of automakers and auto tariffs in the negotiations.
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Yahoo
23 minutes ago
- Yahoo
Bernstein weighs in on the path ahead for Japanese semiconductor equipment stocks
- Japanese semiconductor production equipment names have risen rapidly over the past month, driven in part by increased demand from artificial intelligence chipmakers for testers of the technology, according to analysts at Bernstein. In a note to clients, the analysts led by David Dai highlighted several of these firms that have seen their share prices rally in recent weeks. Advantest (TYO:6857), a manufacturer of automatic chip testing gear, has been one particular beneficiary, with the stock spiking on expectations for higher demand from firms like Nvidia (NASDAQ:NVDA) and TSMC, the strategists said. However, they suggested that investors "take profit now," arguing that revenue in the years to come at the company is "unlikely to present much growth year-over-year due to capacity build out this year." Advantest shares are also richly valued, they flagged, adding that many projections for tester demand "that's been floating around are likely misleading, as they may have confused the old and new testers." Other backend Japanese chip equipment makers have also seen their shares rise, although small cap firms "may still have upside," the analysts said. They especially like Disco (OTC:DSCSY) Corporation (TYO:6146), a precision tools manufacturer, highlighting the business's "long term growth prospects," including drivers such as "backside power, NAND stacking, and Apple (NASDAQ:AAPL) WMCM packaging." But front end equipment makers provide a "better opportunity" for investors, the Bernstein analysts said. "We continue to like Kokusai (TYO:7722) and Tokyo Electron (TYO:8035) for the growth in memory and China equipment demand. Our recent China WFE tracker suggests strong China WFE demand continues this year," they wrote. "The recent potential restriction on foreign fabs in China would be additional reason to buy Japan front end equipment." The strategists gave Advantest a "market-perform" rating, while Disco, Kokusai and Tokyo Electron were rated as "outperform." Related articles Bernstein weighs in on the path ahead for Japanese semiconductor equipment stocks UBS examines how this year's hurricane season could impact European reinsurers AI growth brings new tests for semi-test duopoly Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
an hour ago
- Business Upturn
Cloud mining giant FansHash; officially launched a newly upgraded cloud computing power contract today, leading a new era of cloud computing power.
London, UK, June 28, 2025 (GLOBE NEWSWIRE) — FansHash, the world's leading cloud mining service platform, officially announced today the launch of a new upgraded cloud mining contract, marking the company's entry into a new stage in the cloud mining industry. The upgraded contract released this time not only greatly improves the efficiency of cloud mining, but also demonstrates FansHash's strong strength and innovation ability as an industry leader, and promotes the cloud mining industry towards an intelligent and green future. FansHash, the industry's powerful leader As the world's leading cloud mining giant, FansHash has been deeply involved in the industry for many years, with services covering more than 160 countries around the world, and has a huge computing power resource and technical R&D team. The company's independently developed intelligent scheduling system and efficient asset allocation technology continue to improve the efficiency and benefits of cloud mining, bringing stable and reliable passive cryptocurrency income to millions of users. With its leading technical strength and strict security system, FansHash has become a recognized innovation benchmark and industry pillar in the industry. Newly upgraded cloud mining contracts, opening a new chapter of efficient cloud mining The new version of the cloud mining contract adopts the latest computing power optimization algorithm, which increases the computing power utilization rate to 200%, significantly increasing miners' income. At the same time, the platform's fully upgraded green energy layout ensures efficient mining in a low-carbon and environmentally friendly way, providing users with a green and stable cloud mining experience. The platform also introduces intelligent monitoring and automatic scheduling technology, allowing users to enjoy one-stop cloud mining services without tedious operations. 'We always adhere to the development concept of technological innovation and user-first', said the head of FansHash, 'The upgrade of the cloud computing power contract not only reflects our R&D strength, but also shows our confidence in the long-term and healthy development of the cloud mining industry. We are committed to providing green, efficient and secure cloud mining solutions to global users.' Registration benefits to help you enter the market easily In order to thank the majority of users for their support, FansHash has launched a variety of registration benefits: Register to get a high-value mining machine trial quota + 18 US dollars registration reward Free platform handling fees, enjoy the highest discount Invite friends to register to get additional rewards and points A complete customer service system to protect users around the clock Join FansHash and start your green cloud mining journey immediately, and achieve stable passive income through safe and stable cloud computing power. About FansHash As a leading enterprise in the global cloud mining industry, FansHash has always adhered to the principles of independent innovation and green development, providing high-quality cloud computing solutions for users around the world. With strong technical strength and excellent user experience, FansHash has become one of the most influential cloud mining platforms in the industry. In the future, FansHash will continue to break through industry bottlenecks, lead the cloud mining industry into a new era of greener, more efficient and intelligent, and create more value for global users. Visit the official website: E-mail: [email protected] Disclaimer: The information contained in this press release is for reference only and does not constitute any investment invitation, investment advice, financial advisory opinion or transaction recommendation. Cryptocurrency mining and staking are subject to market fluctuations, technical and compliance risks, which may lead to asset losses. Please be sure to do sufficient due diligence before investing, and it is recommended to consult professional financial or legal advisors. Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same. Ahmedabad Plane Crash
Car and Driver
4 hours ago
- Car and Driver
View Photos of the 1990 Full-Size Luxury Sedan Comparison Test
Read the full review The arrival of Lexus and Infiniti was a watershed event in the world of luxury cars. This is the first comparison test in which the LS400 and the Q45 competed.
