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Electronics Investment Newsletter
  • Rare-Earth-Free Magnet Could Reshape Global Supply Chains 21 Nov 2025 01:31 GMT

    … essential for high-performance electronics, electric motors, renewable … (particularly surrounding trade, technology, and military competition), … may even begin investing in smaller-scale … it further in international markets already strained by semiconductor …

  • Sunnov investment: Samsung reveals massive AI investment 21 Nov 2025 02:40 GMT

    global semiconductor landscape. Global investors are focusing on Samsung Electronics … the semiconductor industry. The … markets, technology strategy and industrial policy intersect. InvestorsInvestment Sunnov Investment is a Singapore based investment

  • Schott charts fresh investment plan 21 Nov 2025 02:08 GMT

    … , and local technology deployment. Describing the investment plan as both … vehicle technologies, advanced electronics and healthcare solutions matches … China's automotive industry, Schott's … stabilizing force in the global economy. These strengths …

  • Nvidia CFO’s Bold Vision: $500B AI Revenue Surge and Trillions in Global Spending Ahead 20 Nov 2025 17:09 GMT

    technology’s transformative potential justifies the massive investments … infrastructures. Publications like Investing.com highlighted how … has calmed jittery investors worried about an … by Fortune. Global Spending Projections and Industry Implications Looking …

  • Asian Tech Stocks Rebound as Nvidia Results Reaffirm Structural AI Demand 20 Nov 2025 16:41 GMT

    … SK Hynix and Samsung Electronics rose 3.2% and … investors are once again differentiating between AI infrastructure plays and broader technology … AI applications, equity markets could begin to reward … For now, the AI investment cycle remains underpinned by …

  • Realty Firms Drive India's Data Center Boom; Policy Incentives Reshape Sector 20 Nov 2025 16:11 GMT

    investments from leading real estate developers. With the Ministry of Electronics … and Information Technology (MeitY) proposing … ;s data center industry is on the … are surging. Global hyperscalers are investing aggressively; Goldman …

  • Should you invest in semiconductor stocks on Dalal Street? Expert answers 20 Nov 2025 15:15 GMT

    … about themes in global markets and investors are looking for … industry because demand for chips is increasing across cars, phones, electronics … Managing Director at JM Financial, said it clearly: … stocks and the semiconductor, we don’t have much scope to invest

  • Star Plus Legend (6683.HK) Becomes a Strategic Shareholder of Galaxy 20 Nov 2025 15:12 GMT

    … products, and 3C electronics. To date, “ … the only private-sector shareholder of the National … global ecosystem that integrates “IP + Products + Technology + Channels.” The investmentglobal top-tier IPs and operational capabilities in international markets

  • Chuangxin Industries IPO Gains Strong Investor Interest as Subscription Opens 20 Nov 2025 15:11 GMT

    investor confidence. As a leading player in China’s upstream aluminum sector … energy infrastructure, and consumer electronics. One of the standout … aluminum products to markets in Europe and … industry trends to the broader societal implications of technology. …

  • AI giants lift markets after Nvidia signals surging demand 20 Nov 2025 13:37 GMT

    … rally that has propelled global stock indexes to record highs … boost to Asian markets on Thursday, with shares of Taiwan… said Chris Zaccarelli, chief investment officer at Northlight Asset … are investing billions in AI data centers, though some investors have …

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