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Japanese Prime Minister Sanae Takaichi: 3-nanometer chips used in autonomous vehicles and robotics are of great significance to economic security.

2026-02-05

Japanese Prime Minister Sanae Takaichi: 3-nanometer chips used in autonomous vehicles and robotics are of great significance to economic security.

Other News
2026-02-05

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are

1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions. 2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are needed to optimize the application ecosystem. 3. Yangtze Memory Technologies' Phase III project is scheduled to be completed and put into production this year. 4. Institutions: DRAM spot prices are far higher than contract prices; new contracts are needed to determine future trends. 5. The memory chip shortage is impacting the mobile phone supply chain; Qualcomm and Arm's earnings guidance is causing market unease. 6. The memory supercycle is intensifying; Samsung's market capitalization surpasses 1000 trillion won for the first time. 7. S&P: Samsung Electronics' EBITDA margin may rise to around 35%. 8. Counterpoint: Broadcom and TSMC may become the big winners in custom chips. 9. SanDisk is considered a core stock in the NAND recovery; Bernstein raises its target price to $1,000. 10. Qualcomm's quarterly results met expectations, but its guidance for the next quarter fell short. The mobile phone business may face a double decline due to storage shortages. 11. NanoXplore and STMicroelectronics jointly launched a European aerospace-grade FPGA chip.
2026-02-05

Central Bank Governor: There is no target exchange rate set for the ringgit; it is entirely market-driven.

Central Bank Governor: There is no target exchange rate set for the ringgit; it is entirely market-driven.
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