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Asian Conglomerates Restart M&A Talks as Global Volatility Eases

Asian conglomerates are reopening acquisition talks after nearly a year of caution, as lower market volatility and improving credit conditions give corporate boards more room to pursue regional expansion. Bankers in Singapore, Hong Kong and Tokyo say deal committees that spent much of 2025 focused on debt reduction are again reviewing targets in logistics, healthcare,…

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India Emerges as Asia’s Growth Leader for 2026 as Supply Chain Diversification Accelerates

India is projected to grow between 6.5% and 7.8% in the fiscal year concluding in March 2026, according to forecasts from the Asia House Annual Outlook and Deloitte, positioning it as the fastest-growing major economy in Asia and a primary beneficiary of the supply chain diversification trend that has intensified under successive rounds of U.S.-China…

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Samsung Confirms First Commercial HBM4 Shipments, Claiming Early Lead in the AI Memory Race

Samsung Electronics confirmed on Thursday that it had begun commercial shipments of its sixth-generation high-bandwidth memory chips, HBM4, to customers. The announcement, which Bloomberg reported sent Samsung shares up as much as 7.6% on the Nextrade exchange to an all-time high, marks the first verified delivery of HBM4 at production scale by any manufacturer, a…

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Samsung Prepares to Begin HBM4 Mass Production, Racing to Ship Before SK Hynix

Samsung Electronics is preparing to commence mass production of its sixth-generation high-bandwidth memory chips at its Pyeongtaek campus, with initial shipments to Nvidia and AMD expected as early as the third week of February. The milestone, reported by multiple Korean industry sources and corroborated by TrendForce, would make Samsung the first company globally to deliver…

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TSMC Posts Record Fourth-Quarter Profit, Raises 2026 Capital Spending to Over $50 Billion on AI Demand

Taiwan Semiconductor Manufacturing Company reported fourth-quarter net income of NT$505.7 billion ($16 billion), a 35% increase year-over-year that exceeded analyst expectations and established a new quarterly profit record for Asia’s most valuable listed company. Revenue for the quarter reached NT$1.05 trillion ($33.7 billion), up 20.5% from the prior year, driven by sustained demand for the…

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