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Vuchot on Why Luxury Travel Is Resilient in Asia

Luxury hospitality is proving resilient despite geopolitical risk, fuel shortages and market volatility. This segment examines how travel demand is shifting within Asia, with domestic and regional travel supporting occupancy and pricing. Benjamin Vuchot, CEO of The Hongkong and Shanghai Hotels, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to discuss demand trends, operational challenges and the group's strategic priorities.

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Bloomberg

AI Capex Drives Memory Demand and Asia Tech Outlook

Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities.

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Bloomberg

Samsung Foundry Partner SemiFive CEO on Earnings

Brandon Cho, Co-founder and CEO of custom AI semiconductor designer, SemiFive, discusses the company's 137-percent year on year surge in revenue in its first earnings release since listing on the Kosdaq in December. The Seoul based company says AI demand has driven production bookings up to 74-percent in the first quarter alone. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade".

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Bloomberg

US Races to Create Domestic Rare Earths Supply

Tripp Hornick, principal at Quince Street Strategy, said that the US allowed the mining and manufacturing of rare earth elements to be pushed overseas because investors felt it was too expensive and 'dirty' to back. Now, the US is facing the consequences of moving that supply chain process overseas, as the US and other world powers race to build a system that is not reliant on China for minerals that are key to national security.

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Bloomberg

SpaceX Challenges AI Rivals For Control of $26.5 Trillion AI Market

Elon Musk's rocket, satellite and AI company is effectively basing its pitch for the biggest IPO in history on the idea that it can capture a huge share of the market from the likes of OpenAI, Anthropic PBC and Alphabet Inc.'s AI systems: technology that will eventually automate large swaths of white-collar and administrative work, creating a massive market for software that can perform digital tasks traditionally handled by humans. Nancy Tengler, Laffer Tengler Investments joins Bloomberg Businessweek Daily to discuss the flurry of IPO's.

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