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...“There is a shift in power among the top five companies, which will probably continue,” said Nabila Popal, research director at IDC....
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...A version of this article was first published by Nikkei Asia on February 12. ©2024 Nikkei Inc. All rights reserved....
...Only TSMC, Intel and Samsung remain at the forefront of the chip race, with each aiming to produce 2-nanometer chips by 2025....
...“There was a huge outflow from ESGU and into QUAL as a result of BlackRock changing their weighting,” said Bryan Armour, director of passive strategies research for North America at Morningstar....
...But workers at one of the region’s most valuable companies, Samsung Electronics, could soon break the mould....
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...Apple’s rivals, such as Samsung, are gearing up to launch a new kind of “AI smartphone” next year....
...Still, Bank of America analysts last week upgraded their rating on Apple stock....
...Consultancy Precedence Research expects telecoms to be the largest market for AI hardware. Smartphone companies will not hand this market to newcomers....
...It was founded in 2015 by Bank America, Citigroup, Jefferies, Morgan Stanley and UBS, and generated close to $100mn in revenue in 2023, through selling to buyside investors and corporate clients....
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...But Bryan Armour, director of passive strategies research for North America at Morningstar, said that on closer inspection a slightly different picture emerged....
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...There’s loads of research on home bias versus the Delaware advantage, which might be extrapolated in all sorts of ways when applied to big data sets like this: These are normal sorts of enterprises with...
...Google and Samsung are also in collaboration on a new mixed-reality device. Meta controls more than half of the VR market with its Quest 3 headset, according to IDC....
...“This tech is nothing new . . . if nanoimprint technology was a superior technology, I think it would have been up and running by now and in the market in volume,” said Richard Windsor, founder of research...
...Its publicly reported positions were worth more than $500bn at end of 2023, according to Fintel, an investment research platform....
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