Technology Sector 02 (Jun 16 - Dec 25)

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These Are The 20 Largest Digital Exporters In The World
https://www.zerohedge.com/technology/th ... ters-world

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The world's most widely used apps, by traffic type
https://x.com/Mayhem4Markets/status/1868585546068697138

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Visualizing Big Tech Company Spending On AI Data Centers
https://www.zerohedge.com/technology/vi ... ta-centers

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A direct look at the press conference before the CES show.
The reception robot’s feet also have AI!
The super cute AI electronic pet can recognize moods and shape personality.

直擊CES展前記者會 接待機器人腳也有AI! 超萌AI電子寵物 能辨認心情.塑造個性｜非凡財經新聞｜20250106

https://m.youtube.com/watch?v=Lk02NHmMOUM

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10 Most Impressive Day One Reveals At CES 2025, Includes Jumping Hypercar
https://www.zerohedge.com/technology/10 ... g-hypercar

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Jen-Hsun Huang speaks at CES!
Toyota plans to mass-produce rockets.
Samsung launches smart ship

黃仁勳登CES開講! 豐田擬量產火箭.三星推智慧船｜秦綾謙｜FOCUS全球新聞20250107 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=AhirqGYwsR4

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Book AI! Camera detection, text popping up on the screen, animation

書本AI化! 攝影機偵測 螢幕跳出文字.動畫｜方念華｜FOCUS全球新聞20250108‪@tvbsfocus

https://m.youtube.com/watch?v=Q-DeqsjtZdo

[winston]

Malaysia Technology A mixed bag for 2025

POSITIVE on EMS, but NEUTRAL on Semicon

We expect the outlook for semicon (OSAT/ATE/FAS) to remain challenging in the near-term, underpinning our NEUTRAL rating (unchanged).

We are selective on our sector picks, preferring auxiliary front-end names with direct exposure to the continued growth in global foundry utilisation in 2025.

Our key BUYs are Frontken and SAM Engineering. However, we are more sanguine on the EMS sub-sector’s prospects as local players continue to benefit from global outsourcing trends and growing exposure to data centres. PIE and VSI are our preferred EMS sector picks.

Source: Maybank

https://mkefactsettd.maybank-ke.com/PDFS/429893.pdf

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2025CES Exhibition Tool Robot. Products to comfort loneliness and chat with each other

2025CES展 工具機器人.慰寂寥陪聊產品夯 ｜方念華｜FOCUS全球新聞20250110 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=4mBT1Ywn9sc

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Xiaomi is the fastest-growing smartphone brand in the world!
Check out the tech-savagery at Tokyo's "Extinction Museum"

全球智機銷量.小米衝最快! 東京「滅絕博物館」看科技廝殺｜方念華｜FOCUS全球新聞20250115 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=EJCfVIeTHUU