Mar 25


Highlights this week: REPORTS: Global Semiconductor Industry: Time for Closer Inspection / SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector? / ExaWizards (4259 JT) / GA Technologies (3491 JT) / INDUSTRY INSIGHTS: Solid state batteries? Long live lithium-ion batteries! / MISCELLANEOUS, MARKET & MACRO: Jibun Bank Japan March PMI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nvidia unveils Grace CPU superchip / Is it time to break up Toshiba? / More acquisitions for Sony / GT7 pricing backlash / Yen weakness; Shin-Etsu and TDK / Suzuki steps up electrification efforts in India / Toyota announces ¥bil buy back

Mar 252022-04-01T16:02:16+00:00

Mar 18


Highlights this week: REPORTS: ERP / IT software small- mid-caps – from gloom to swoon? / Ferrotec (6890 JT) / MISCELLANEOUS, MARKET & MACRO: Shenzhen lockdown adds to supply chain woes, China issues / China economic data much stronger than feared / Fed speech and weak yen / Japan Feb CPI / COMPANY INSIGHTS, NEWS, PRVIEWS & RESULTS: Elden Ring starts to go off the boil / Is Sony’s sexism case moving on to class action status? / Job losses at ARM / Fujifilm: update on Avigan and Novavax / Mitsui Chemicals to cut PTA capacity / Shin-Etsu, Kaneka hike PVC prices / Nidec shares rebound / Chugai’s patent infringement suit settled

Mar 182022-03-25T14:12:55+00:00

Mar 11


Highlights this week: REPORTS: Hino Motors (7205 JT) / INDUSTRY INSIGHTS: Material stock moves / Semiconductor prices rising / The battle for the ‘once in a lifetime’ digital invoicing opportunity / MISCELLANEOUS, MARKET & MACRO: Ukraine war accelerates foreign selling of Japan shares / Economic growth prospects and the tech sector / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony PlayStation State of Play presentation / Toshiba reckons chip shortage to continue / Nanya Tech / TSMC Feb data / Canon goes on the offensive / What is priced in for Nidec? / Fujitsu lays off workers / Toyota announces further production cuts

Mar 112022-03-18T16:50:20+00:00

Mar 04


Highlights this week: REPORTS: Corporate Japan and its IT and CyberSecurity Problem / Impact of the Russian / Ukraine War on the Auto Industry / BASE Inc (4477 JT0 / SRE Holdings (2980 JT) / MISCELLANEOUS, MARKET & MACRO: Japan industrial production -1.3% MoM / Share buybacks, retirements in the news / Corporate Japan cuts software spending for second quarter / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS / Sony and Honda’s EV tie-up / Bandai Namco’s Elden Ring continues to prove popular / Guardians of the Galaxy coming to Xbox Game Pass / Nexon’s Jung-ju Kim dies / Rohm revises up / Kaneka hikes solar prices by 20%+

Mar 042022-03-11T12:46:59+00:00
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