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May 2, 2024
05/24
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sk hynix off the pace from korea today. the news being reported, sk hynix will aim to begin mass production of the next generation memory chip in the third quarter seeking to capitalize on the surge in demand for semiconductors. it's also saying 2025 production for the high-bandwidth memory almost fully booked. that really does underscore not just the boon in intelligence services, but also just how much demand is outputting supply at the moment. let's bring in our strategist mark cranfield. i want to start with that rally in hong kong. >> there are a couple of things that make it all the more impressive. china was out today so there are no inflows from the mainland. it would normally be a good factor for them. it's impressive because if you look at the performance for the last couple weeks, it's been of -- against the trend in the last couple weeks. hong kong markets have done pretty well in the face of it. that is a gain. clearly there's optimism about what's coming up in terms of tech earnings. we have the big ones, tenc
sk hynix off the pace from korea today. the news being reported, sk hynix will aim to begin mass production of the next generation memory chip in the third quarter seeking to capitalize on the surge in demand for semiconductors. it's also saying 2025 production for the high-bandwidth memory almost fully booked. that really does underscore not just the boon in intelligence services, but also just how much demand is outputting supply at the moment. let's bring in our strategist mark cranfield. i...
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May 12, 2024
05/24
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the country is home to large chip—makers including samsung and sk hynix. hunting for a job can be a tedious process, with never—ending cv tweaks and numerous cover letters. but somejob seekers are using new ai tools to speed up the process. a recent survey of 10,000 hiring managers and applicants by the online design platform canva — found that 45% of people had used al to create or improve their resume. but recruiters are also increasingly aware of applications that have been created using ai. brajesh singh is the director of talent acquisition for asia pacific and the middle east at capgemini. he says there are pros and cons for getting some artificial help. well, i think there are many ways of solving it. one way is to see if there is a records of similar writeups generating a pattern, that is a good boy. the using of similar tools in drafting letters. again, robust interviewing also exposes the depth of knowledge on the required subject matter for the role. proctor assessments are capable and upgraded with time to catch usage of those tools in such
the country is home to large chip—makers including samsung and sk hynix. hunting for a job can be a tedious process, with never—ending cv tweaks and numerous cover letters. but somejob seekers are using new ai tools to speed up the process. a recent survey of 10,000 hiring managers and applicants by the online design platform canva — found that 45% of people had used al to create or improve their resume. but recruiters are also increasingly aware of applications that have been created...
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May 21, 2024
05/24
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sk hynix and samsung. as you know, sk hynix, the smaller of the two, is really outpacing in terms of its share again this year versus samsung because of its edge in the high bandwidth memory market. and i think investors have been concerned about that to their end. we see today in announcing its replacing the chief of its chips division. flip the board again because as you know, semiconductors in asia, not just south korea, have been seeing really strong demand. we have seen how earning trade data in the country shows those semiconductor exports. they searched 45% for the first 20 days of may. and this is leading the pack in the overall export growth. this could go some ways in helping to make the case for a be ok that keeps things restrictive. remember, it meets later this week, do not expected to change on rates. haslinda: perhaps a stronger gdp print this year. avril hong, thank you. and we have been getting another rafter federal reserve speakers reiterating the banks wait and see approach on rates. >>
sk hynix and samsung. as you know, sk hynix, the smaller of the two, is really outpacing in terms of its share again this year versus samsung because of its edge in the high bandwidth memory market. and i think investors have been concerned about that to their end. we see today in announcing its replacing the chief of its chips division. flip the board again because as you know, semiconductors in asia, not just south korea, have been seeing really strong demand. we have seen how earning trade...
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May 23, 2024
05/24
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hynix. samsung electronics was pretty flat ahead of the announcement on how there will be $90 billion for the sector come up more than double what was proposed a couple weeks ago, really running on the optimism that this will help the south korean chipmakers be more competitive at a time when it is also facing rivalry from other asian chipmakers. the japanese chipmaking related stocks are talking solid gains, two especially in this is helping the nikkei outperform today. let's take a look at what we see on the currency as well because investors have been digesting the minutes that came in a bit more hawkish than powell had been after his decision during the speech. we saw the dollar yen losing ground against the greenback and it seems to be recouping that. kiwi dollar has been in focus. we saw a spike yesterday after the rbnz said they had been considering rate hikes but from what we hear from their governor today it seems to be allaying some concerns with the kiwi dollars still gaining grou
hynix. samsung electronics was pretty flat ahead of the announcement on how there will be $90 billion for the sector come up more than double what was proposed a couple weeks ago, really running on the optimism that this will help the south korean chipmakers be more competitive at a time when it is also facing rivalry from other asian chipmakers. the japanese chipmaking related stocks are talking solid gains, two especially in this is helping the nikkei outperform today. let's take a look at...
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May 23, 2024
05/24
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sk hynix and other major suppliers our seeing moving higher. haidi: timothy moe is the cohead of asian market research and also chief asia-pacific equity strategist at goldman sachs. let's get it out of the way and talk about nvidia. it has been the dominant theme and driving force across much of the momentum trade. what do you read as the pass-through here in asia? timothy: thanks for having me on again. yes, nvidia, very strong numbers. number one, taiwan semiconductor and their adr last was up a couple percent. tsmc makes all nvidia's chips so there is an obvious readacross. that particular stock is the largest component of the msci itaewon index, about over 40% of the index. so that is part of the reason why taiwan is the number one performing market in asia this year, up 19%. it's a very clear readacross there, that is number one. number two, in addition to tech, hardware and communications services which has a lot of tech component in it, utilities are the second-best performing sector in asia this year. another way to play ai is in the p
sk hynix and other major suppliers our seeing moving higher. haidi: timothy moe is the cohead of asian market research and also chief asia-pacific equity strategist at goldman sachs. let's get it out of the way and talk about nvidia. it has been the dominant theme and driving force across much of the momentum trade. what do you read as the pass-through here in asia? timothy: thanks for having me on again. yes, nvidia, very strong numbers. number one, taiwan semiconductor and their adr last was...
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May 24, 2024
05/24
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hynix we want to check that report from reuters and you can get all of our stories by going to dayb on the terminal and you can also go to the bloomberg anywhere app and customize your settings so you only get news on the industries and assets that you care about. more ahead. this is bloomberg. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth management has advisors in chase branches and tools, like wealth plan to keep you on track. when you're planning for it all... the answer is j.p. morgan wealth management. annabelle: hedge funds at the hong kong investment leaders conference are looking at opportunities in japanese and south korean companies in our next guest is positive on [indiscernible] electric. you can see we have tripled shares mo
hynix we want to check that report from reuters and you can get all of our stories by going to dayb on the terminal and you can also go to the bloomberg anywhere app and customize your settings so you only get news on the industries and assets that you care about. more ahead. this is bloomberg. ♪ so, what are you thinking? i'm thinking... (speaking to self) about our honeymoon. what about africa? safari? hot air balloon ride? swim with elephants? wait, can we afford a safari? great question....
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May 2, 2024
05/24
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CNBC
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. >>> and sk hynix says it is l. s almost sold out of chips. >>> and tesla job cuts hits the summer interns after getting offers revoked weeks before the internships were set to start. >>> and back to the trading day head investors are digesting what the fed said yesterday jim cramer says you should take jay powell at his word as inflation remains stubborn. >> all we wanted was the all-clear sign and we can thank fed chief jay powell for giving us one today when he spoke after the market committee ended and left rates unchanged did he say you can go buy, buy, buy? of course not. he is the fed chief. he may as well done so. >> join me now is nicholas, head of u.s. equities at columbia >> frank, good to see you here. >> i'm trying to learn the european pronunciations. nick, you heard what jim cramer had to say did the fed give the buy signal to investors >> i think what the fed said was positive it is positive because what the chairman did was take the tell risk off the table and at least for now, it will allow you to
. >>> and sk hynix says it is l. s almost sold out of chips. >>> and tesla job cuts hits the summer interns after getting offers revoked weeks before the internships were set to start. >>> and back to the trading day head investors are digesting what the fed said yesterday jim cramer says you should take jay powell at his word as inflation remains stubborn. >> all we wanted was the all-clear sign and we can thank fed chief jay powell for giving us one today when...
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May 24, 2024
05/24
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it is a market samsung has been trying to catch up to its arrival sk hynix in. i want to show you what we are getting out of japan, cpi numbers in line with expectations, and it was a cooling for a second straight month. as you look at the corporate -- core print, in line with expectations and higher than the boj's target, really making the case for the boj to accelerate normalization of policy. bloomberg intelligence is a rate hike in july and another in october. that has implications for bonds in japan. this week we saw the yield on the 10 year reaching the 1% level, hovering at the highest since 2012. bond bears are really up. we are seeing a level breaching 157, really hard to fight the carry trade and higher for longer narratives after the fed. tom: thank you very much indeed, bringing us the details. fascinating stories particularly in the tech semiconductor space. u.s. pmi data for may surprising to the upside, the strong print as a spur to the fed holding rates until at least december. let's bring in garfield reynolds. is this a market are being reminded
it is a market samsung has been trying to catch up to its arrival sk hynix in. i want to show you what we are getting out of japan, cpi numbers in line with expectations, and it was a cooling for a second straight month. as you look at the corporate -- core print, in line with expectations and higher than the boj's target, really making the case for the boj to accelerate normalization of policy. bloomberg intelligence is a rate hike in july and another in october. that has implications for...
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May 23, 2024
05/24
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hynix bucking the trend where most of asian stocks are treading water or in negative territory. these are the ones in green. really feeling what we got from nvidia. tom: avril hong, thank you very much indeed. staying on the story and getting more analysis, the chipmaker at the center of the ai boom surging in late trading after smashing expectations and delivering a bullish sales forecast. the ceo further stoked excitement by talking about the dawning of a new era. >> the next industrial revolution has begun. countries and companies are partnering with nvidia to shift the $1 trillion installed base of traditional data centers to accelerated computing and to build a new type of data center, ai factories, to produce a new economy, artificial intelligence. tom: let's bring in matt bloxham from bloomberg intelligence. any other ceo who described their sector at the next industrial revolution would be looked at as concern that was hyperbole, but the numbers suggest you have to take this seriously. how long can they keep up this incredible growth? >> that is the question people are a
hynix bucking the trend where most of asian stocks are treading water or in negative territory. these are the ones in green. really feeling what we got from nvidia. tom: avril hong, thank you very much indeed. staying on the story and getting more analysis, the chipmaker at the center of the ai boom surging in late trading after smashing expectations and delivering a bullish sales forecast. the ceo further stoked excitement by talking about the dawning of a new era. >> the next industrial...
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May 9, 2024
05/24
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downside reaction and softbank as well as tokyo electron, sk hynix probably the best performing out of that cohort. morgan stanley saying they expect arm to continue outperforming expectations through next year given a broad range of drivers. annabelle: still ahead, president biden threatening to hold back further arms shipments to israel as u.s. unease grows over civilian casualties in gaza. we will have an update next. this is bloomberg. ♪ haidi: president biden says he will halt additional shipments of offensive weapons to israel if it goes ahead with a ground invasion of rafah. he told cnn the potential loss of civilian life is quote, just wrong. >> i made it clear that if they go into rafah, i am not supplying the weapons that have been used historically to deal with rafah. we are going to continue to make sure israel is secure in terms of iron dome and their ability to respond to attacks like what came out of the middle east recently. haidi: michael heath joins us now for more. were you surprised by this line that has been drawn? michael: i was a bit. it is a shot across the bo
downside reaction and softbank as well as tokyo electron, sk hynix probably the best performing out of that cohort. morgan stanley saying they expect arm to continue outperforming expectations through next year given a broad range of drivers. annabelle: still ahead, president biden threatening to hold back further arms shipments to israel as u.s. unease grows over civilian casualties in gaza. we will have an update next. this is bloomberg. ♪ haidi: president biden says he will halt additional...
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May 29, 2024
05/24
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whereas companies like sk hynix, the other rival chipmaker was using the operating profit as a way of sort of detecting the wage hike. samsung was using a different standard deducting a lot of tactics from the operating profit. there's a whole accounting issues that they are bringing issue with. so, this is something that is developing and we will need to look at the details going forward. david: i was about to say, it has been a while but it really hasn't been a while because it's the first time. if we are learning about this now for the first time, could you give us some background on labor unions and wage talks in south korea? we haven't seen a lot of news on this of late. sam: yes, sure. this is kind of a symbolic issue given that samsung has been almost notorious for having crackdowns on labor unions for a very long time. the chairman that was the father of the current person running samsung, who died in recent years, was someone that made sure that there would be no labor union at all at samsung. he made it very specific that people never, ever want to see any type of organized
whereas companies like sk hynix, the other rival chipmaker was using the operating profit as a way of sort of detecting the wage hike. samsung was using a different standard deducting a lot of tactics from the operating profit. there's a whole accounting issues that they are bringing issue with. so, this is something that is developing and we will need to look at the details going forward. david: i was about to say, it has been a while but it really hasn't been a while because it's the first...