Busy couple of weeks on results front
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Some relevant news over the weekend:
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Gigabyte Technology, a mid size Taiwan server maker said they are sold for AI server through all of 2025 and mid way into 2026. They have committed to expand their manufacturing capacity in Brazil while its Germany, US and Malaysia plants will open later this year.
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TSMC said it will finish all planned fabrication plants as its expansion plans are unchanged.
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Foxconn just reported record revenue due to 'strong pull for AI related products. Foxconn expects momentum to continue'
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Taiwan President William Lai has offered the U.S zero tariffs as a basis for opening talks. Adding he will remove all barriers and increase investment in the U.S.
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Trump stated on Sunday that he is open to talks with China but said China needs to address their surplus
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Alphabet reiterated plans to spend about US$75 billion this year to build out data centre capacity, as “the opportunity with AI is as big as it gets,” said CEO Sundar Pichai, at the Google Cloud Next 2025 conference.
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Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers
They also split out March(month) which was +46% i.e accelerating
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Australia has rejected China's offer to "join hands" and respond to the escalating trade war, after U.S. President Donald Trump ramped up tariffs on Chinese goods.
"We're not going to be holding hands with China in respect to any contest that's going on in the world," Deputy Prime Minister Richard Marles told Sky News Australia.
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I suspect anyone who 'joins hands' with China will get their arm broken by the U.S
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A new list of goods to be exempted from the latest round of tariffs on U.S. importers was released, and it includes smartphones, PCs, servers, and other technology goods, many of which are assembled in China.
Apple is the clear, MU memory and 'other components' found in Servers
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What an utter jerk he is though, just faffing around with stuff as it enters his tiny brain/suits him and his cronies personally. Next thing, he’ll find out that the sauce in his cheeseburger is made in China and he’ll exempt that as well. Talk about fuelling the uncertainty.
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We all understand the frustration, Cappo. We've held 3 Investment Comm meetings over the past 3 weeks but ultimately came to the conclusion we would wait and see. Not because doing nothing was the easy option, but we believed we held quality, the man would likely pivot in short order (and what next).
The golden rule with investing, you sell when:
- You find a better opportunity for your capital
- The factors which drove your investment in the first instance have materially changed with a degree of permanency.
We didn't see tariffs having a permanent effect.
Have a good weekend, all