Investors pivot to Asian supply chain as AI IPOs fuel capital expenditure boom
Story essentials
Investors and Asian hardware/component manufacturers
Asia
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Asian markets fluctuate amid mixed AI earnings and Fed interest rate decision
Asian shares fell as AI-related earnings showed mixed results. Alphabet shares dropped 10% due to high cash burn, while Microsoft rose 3%. The Federal Reserve held interest rates steady, though two members voted for a hike. Samsung Electronics reported record operating profit but saw shares slide.
Related book
Chip War: The Fight for the World's Most Critical Technology
Author: Chris Miller
This book provides the essential geopolitical and economic context for the global semiconductor supply chain, explaining why Asian manufacturers are the linchpin of the AI infrastructure boom mentioned in the news.
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