🗞️ Silicon Valley's Civil War: Harris Vs Trump, who are you betting on?

Asian semiconductor arms race getting hotter

Techonomy Barista
September 02, 2024

Hello folks! We’re serving piping hot tech tea without the toxic brew. 🫖

Japan, as the world’s largest economy, circa 2080.

🤖 Dell's riding the AI wave like a surfer on steroids, raking in $3.2 billion from AI-optimized servers. Apparently, skynet needs more processing power!
Revenue jumped 9% to $25 billion, beating analyst estimates. 💰 Who knew selling overpriced hardware could be so profitable? Oh wait, everyone did.
🖥️ PC sales are still in a slump, down 4% to $12.4 billion. Turns out, people don't need a new computer every time they sneeze.
Dell's crystal ball says PC market recovery is "a little further out." Translation: "We have no clue when people will start impulse-buying laptops again."
In true tech giant fashion, Dell's "optimizing" its workforce (read: firing people) while exploring the sale of SecureWorks. Because nothing says "we care" like layoffs and divestments! 😶

Source: WSJ, Techonomy Barista analysis

Tech titans are throwing digital punches over Harris and Trump. It's like a Twitter war, but with billion-dollar consequences. 🥊💰
Old PayPal pals are now political enemies. Imagine your startup crew splitting up over who gets the last slice of pizza, but way more dramatic.
Green tech folks are calling Musk a traitor. It's like your eco-warrior friend suddenly started collecting plastic straws.
Harris scored major points talking about AI and founders. Silicon Valley's like, "She speaks our language!"
Some tech leaders are begging for a ceasefire. They're basically the parents trying to stop a food fight in the cafeteria. 🍎🏳️

Source: E-IR.

Beijing's tossing billions at chips like a tech sugar daddy. New 8.5-billion-yuan fund joins the silicon party. 💰🎉
Plot twist: China might be closer to chip glory than we thought. They're like the underdog in a tech sports movie. 🎬
It's raining yuan for chip companies across China. Local governments are having a "who can invest more" contest.
Teardown shocker: 😲 China's only 3 years behind TSMC? It's like finding out your little brother's been secretly practicing piano. 🎹
The chip race is heating up faster than an overclocked CPU. Is it sustainable, or will someone blow a fuse? 🔥🔌

Source: Techonomy Barista Analysis.

China's manufacturing PMI hit a six-month low. It's like the world's factory called in sick. 🏭🤒
Hong Kong's Hang Seng index took a nosedive, with real estate stocks playing lead parachutist. 🪂
Japan's Nikkei briefly touched 39,000, then got stage fright. It's the market equivalent of a high-five fail. 🖐️😅
Australia's RBA deputy governor is playing hard to get with rate cuts. He's not falling for the Fed's sweet talk. 💔🏦
U.S. markets are still partying like it's 1999, with the Dow hitting a new high. FOMO much, Asia?

Source: ASEAN.org, Techonomy Barista Analysis.

ASEAN countries are killing it in global exports, contributing a whopping 20% in 2021. But while Singapore, Malaysia, and the Philippines are slipping down the export slide, Vietnam's climbing up like it's on economic steroids. 📊🚀
Thailand, Philippines, and Malaysia are the holy trinity of Hard Disk Drive production in ASEAN, supplying over 60% of China's HDD imports. It's like they're running a secret hard drive mafia, with Thailand as the godfather supplying a third of the loot. 💽🕵️‍♂️
Thailand's flexing its electronics muscles with 2,300 companies and 750,000 employees. They're not just making gadgets; they're basically the IKEA of air conditioners (2nd largest producer) and the Walmart of refrigerators (4th largest). Cool, right? ❄️🏭
The Philippines is playing host to a tech party, with 7 of the world's top 20 chipmakers and 4 major hard drive producers. They're churning out 2.5 million hard drives monthly and grabbing 10% of the global semiconductor manufacturing services. Talk about a silicon fiesta!
Malaysia's not just sitting pretty; it's gearing up for an electronics revolution with e-commerce, IoT, and AI. They're so attractive to investors, even Bosch is throwing $378.5 million at them until 2035. Malaysia's got more than just good food on the menu! 🤖💰