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From semiconductors to software, the risks of tariffs create a divide.
[Generative AI] In the high-tech stock sector, there has been a significant shift in trends over the past month. A shadow has fallen over the once popular semiconductors, while software is reportedly coming into the spotlight. In the usa, it has been reported that money is flowing out of semiconductor stocks due to concerns over overpriced valuations and the risks of a trade war under the upcoming Trump administration. On the other hand, software stocks are riding a wave of momentum boosted by artificial intelligence (ai). <6702> Fujitsu
Prime Minister Ishiba aims to support semiconductors and AI with 10 trillion yen.
Prime Minister Shigeru Ishiba has announced that the government will provide more than 10 trillion yen in public support for semiconductors and artificial intelligence (ai) by the fiscal year 2030. He also revealed plans to hold discussions among government, labor, and management within the month towards raising wages in the next spring labor negotiations and medium-term increases in minimum wages. Additionally, it has been reported that he intends to establish a new support framework to draw more than 50 trillion yen in public-private investments over the next 10 years. <6702> Fujitsu <7046>
SIOS: Notice regarding revisions to earnings forecasts
SIOS: Summary of financial results for the 3rd quarter of the fiscal year ending 2024/12 [Japanese GAAP] (consolidated)
SIOS Sees FY Net Y280.00M
SIOS 9-Mos Loss Y12.00M Vs Loss Y186.00M
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