-- ロイター通信は木曜日、法案草案を引用し、米議会が中国の半導体製造装置を規制する法案の内容を縮小し、影響範囲を限定したと報じた。 ロイターによると、MATCH法案に基づく規制には、オランダに本社を置くASML社の深紫外液浸リソグラフィ装置に対する全国的な規制が含まれるという。 同報道によると、超党派の「ハードウェア技術規制の多国間調整法（MATCH法案）」は、米国が人工知能（AI）技術分野でトップの地位を維持するのに役立つという。 同報道によると、以前の草案では、同盟国に米国の規制に従うことを強制し、国レベルおよび企業レベルでの規制を課す内容だった。 ロイターによると、議会はドナルド・トランプ大統領による先端半導体規制の緩和に合わせて、半導体規制に関する新たな法案を策定している。 （マーケットチャッターのニュースは、世界中の市場専門家との会話に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
Related Articles
Research
Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
$REXR
Asia
Toku Launches Conversational AI For Businesses
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
$SGX:TKU
International
Taiwan Consumer Confidence Improves Slightly in April
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.
$^TWII