Henry Ren

London

I cover tech, media and telecom stocks and Chinese markets @business. Alum of @Tsinghua_uni + @MedillSchool. Proud Shanghai native.

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Articles

Outlooks for chip-industry giants to reveal depth of tariff pain, AI concerns

1 week ago | financialpost.com | Henry Ren |Charlotte Yang

Advertisement 1Chipmaker TSMC is down 18% this year and chip-equipment maker ASML has fallen 12%Article contentEarnings from two chip-industry giants this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Sign In or Create an AccountArticle contentWe apologize, but this video has failed to load. Try refreshing your browser, ortap here to see other videos from our team.
TSMC, ASML outlooks to reveal depth of tariff pain, AI angst

1 week ago | japantimes.co.jp | Henry Ren |Charlotte Yang

Earnings from two giants in the semiconductor industry this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Taiwan Semiconductor Manufacturing Co. (TSMC) and ASML Holding have borne the brunt of a broader market selloff, weighed down by both U.S. tariff threats and doubts over future artificial intelligence demand. Chipmaker TSMC is down 18% this year and chip-equipment maker ASML has fallen 12%.
Perspectivas de TSMC y ASML revelarán profundidad del impacto arancelario y angustia por la IA

1 week ago | bloomberglinea.com | Henry Ren |Charlotte Yang

Bloomberg — Las ganancias de dos gigantes de la industria del chip esta semana están preparadas para proporcionar una visión temprana de los problemas que han perforado la confianza de los inversores y enviado las valoraciones a mínimos de varios años. Taiwan Semiconductor Manufacturing Co. (TSM) y ASML Holding NV (ASML) se han llevado la peor parte de una venta generalizada del mercado, lastrada tanto por las amenazas arancelarias de EE.UU.
TSMC, ASML Outlooks to Reveal Depth of Tariff Pain, AI Angst (1)

1 week ago | news.bloomberglaw.com | Henry Ren |Charlotte Yang

Earnings from two chip-industry giants this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Taiwan Semiconductor Manufacturing Co. and ASML Holding NV have born the brunt of a broader market selloff, weighed down by both US tariff threats and doubts over future artificial intelligence demand. Chipmaker TSMC is down 18% this year and chip-equipment maker ASML has fallen 12%.
TSMC, ASML Outlooks to Reveal Depth of Tariff Pain, AI Angst (1)

1 week ago | news.bloombergtax.com | Henry Ren |Charlotte Yang

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TSMC, ASML Outlooks to Reveal Depths of Tariff Pain, AI Pullback

1 week ago | news.bloomberglaw.com | Henry Ren |Charlotte Yang

Earnings from two chip-industry giants this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Taiwan Semiconductor Manufacturing Co. and ASML Holding NV have born the brunt of a broader market selloff, weighed down by both US tariff threats and doubts over future artificial intelligence demand. Chipmaker TSMC is down down roughly 20% this year and chip-equipment maker ASML has fallen 12%.
Global Tech Stocks Climb as Tariff Threat Dodged for Now

1 week ago | ca.finance.yahoo.com | Winnie Hsu |Henry Ren

(Bloomberg) -- Global technology stocks climbed Monday after the Trump administration provided crucial albeit fleeting tariff relief for battered electronics and semiconductor makers.
Global Tech Stocks Climb as Tariff Threat Dodged for Now

1 week ago | bloomberg.com | Winnie Hsu |Henry Ren

Nanjing Road shopping area in Shanghai. Photographer: Qilai Shen/Bloomberg(Bloomberg) -- Global technology stocks climbed Monday after the Trump administration provided crucial albeit fleeting tariff relief for battered electronics and semiconductor makers. President Donald Trump on Friday published measures exempting smartphones, computers and other electronics from its so-called reciprocal tariffs. That helped fuel a rally in shares of Apple Inc., and a 3.2% gain across Europe’s tech sector.
Global Funds Hit Pause on Indonesia After Prabowo Policy Changes

1 week ago | bloomberg.com | Matthew Burgess |Henry Ren

Prabowo Subianto at an event in Jakarta in February. (Bloomberg) -- Indonesian President Prabowo Subianto’s attempt to engineer an economic renaissance is running up against a hard truth: Investors aren’t buying the vision he’s selling. Some of the world’s biggest money managers are reluctant to rush back into the country’s assets after sweeping changes under Prabowo’s administration sent stocks tumbling by the most since 2011 last month.
Global Funds Hit Pause on Indonesia After Prabowo Policy Changes

1 week ago | news.bloomberglaw.com | Matthew Burgess |Henry Ren

Indonesian President Prabowo Subianto’s attempt to engineer an economic renaissance is running up against a hard truth: Investors aren’t buying the vision he’s selling. Some of the world’s biggest money managers are reluctant to rush back into the country’s assets after sweeping changes under Prabowo’s administration sent stocks tumbling by the most since 2011 last month.