Sept 01


Highlights this week: REPORTS: Building the Perfect EV Platform / System Integrators / INDUSTRY INSIGHTS: Google hedges its AI bets, adds to AI price war / Machinery: pockets of strength / The metaverse in HR activities / MISCELLANEOUS, MARKET & MACRO: Does the Bank of Japan need to increase liquidity more; could it even do so? / Data out this week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: New Bandai Namco / Kadokawa video game gets positive reviews / Sony ups PS Plus prices / Equalizer 3 box office receipts expected to be a hit over long weekend / Panasonic unveils power generating window technology / NEC enters process mining in tie-up with industry leader Celonis Celonis

Sept 012023-09-08T13:38:47+00:00

Aug 25


Highlights this week: REPORTS: Komatsu (6301 JT) / Hitachi (6501 JT) / INDUSTRY INSIGHTS: Video games round-up: July PS5 sales in Europe +115% YoY / July global console sales -20% YoY / Increasing concerns over auto industry strike in USA / India EV sales on the rise; Japan’s assemblers absent / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: As free-to-play comes to console gaming, could Nexon’s business model go global? / Readthrough from Nvidia results / Kureha to expand PVDF despite PFAS concerns / W-Scope’s ambitions for LiBs and membranes / Nidec rethinks e-Axles business / Komatsu resilient in weak market / Rakuten falls as KDDI gives new benefits to subscribers

Aug 252023-09-01T13:12:29+00:00

July 14


Highlights this week: REPORTS: Net Protections (7383 JT) / INDUSTRY INSIGHTS: May global chip shipments / Global mobile game sales / May capacitor production / DRAM prices rise (at last) / MISCELLANEOUS, MARKET & MACRO: Taiwan’s worrying export trend / Machinery orders / Japan June PPI / US June CPI / Foreign buying / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Microsoft / Activision deal back on / Rohm acquires land in Kyushu for SiC device expansion / Ryobi and the growing giga-press market / Mitsubishi Motors prepares for key model launch in ASEAN / Toyota’s hydrogen push / Renault-Geely deal could vindicate Toyota / Demae-can keeps FY23 guidance unchanged

July 142023-07-28T13:35:50+00:00

Mar 31


Highlights this week: REPORTS: Japan Market Strategy / Fuel Cell Electric Trucks / Tokyo Electron (8035 JT) / INDUSTRY INSIGHTS: Japan SPE billings +0.1% YoY in Feb / CY22 Q4 NAND shipments collapse / Japanese game developers increasingly dominating US console game charts / Video games: Pan-American PS5 sales +314% YoY in Feb / MISCELLANEOUS, MARKET & MACRO: Tokyo CPI for March down again / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Resident Evil 4 Remake Tops UK Charts / MSFT set to get approval to acquire STVI / NEC’s supercomputer story underscores Japan’s AI growth / JDI secures JOLED’s IP / Resonac to divest diagnostic reagents / Mazda on a roll / Questions over Renault’s EV listing and Nissan’s investment

Mar 312023-04-06T14:29:23+00:00

Mar 17


Highlights this week: REPORTS: NEC (6701 JT) / Mercari (4385 JT) / INDUSTRY INSIGHTS: Automation plays hit less than construction machinery / EU throws combustion engine a lifeline / MISCELLANEOUS, MARKET & MACRO: Topix EV/OP falls below 10x / Japan trade figures show J-Curve effect starting to unwind / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Eisai gets a VA break with Leqembi / Should Pfizer buy Astellas / Conflicting rumours over PS5 Pro in video game industry press / PS5 now outselling PS4 at similar stage / Strong week for Hitachi rollingstock business / Smaregi revises up / Nidec under pressure / Mazda appoints new CEO / Petrochemical ups and downs; Sumitomo and UBE

Mar 172023-03-24T14:43:17+00:00

Mar 10


Highlights this week: REPORT: Square Enix (9684 JT) / INDUSTRY INSIGHTS: Why has NFT gaming proved so divisive? / Jan camera shipments -35% YoY / Machine tool orders continue to slide / Automation stocks touching 6~14-month highs / MISCELLANEOUS, MARKET & MACRO: Non-trust bank lending rises / Japan PPI falls -0.4% MoM in Feb as cost push pressure eases / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Japan’s video game market sees differing fortunes for Sony and Nintendo / Might GTA6 be pushed back to 2025? / Ricoh: solutions for others, not for itself / Renesas to demo AI / ML MCU based on Arm’s Cortex M85 processor / Asahi Kasei guides for FY22 loss after Polypore write-down

Mar 102023-03-17T13:53:07+00:00

Mar 03


Highlights this week: REPORTS: Japanese IT spending: analysis of four system integrators / Murata (6981 JT) / Base Inc (4477 JT) / INDUSTRY INSIGHTS: Electronics production in Jan / Global machine vision market worth US$16.5bil in 2022 / Memory prices continue to drift down / Japan’s auto sales surge in Feb on low base of comparison, higher availability / Japanese automakers report mixed results for Feb US auto sales / COMPANY INSIGHTS, NEWS, PREVIEW & RESULTS: Sony PSVR2 – potential gamechanger / Might Sony buy Take Two? Might Microsoft sell Xbox? / Horizon Call of the Mountain sells 6k copies in Japan in launch week / Applied Materials threatens the multi-patterning process

Mar 032023-03-10T15:18:50+00:00

Feb 10


Highlights this week: REPORTS: Nissan-Renault Alliance / COMPANY NEWS & INSIGHTS: Sony sells 60,000 PS5s in Japan in week to 29 Jan / MISCELLANEOUS, MARKET & MACRO: Jan data releases for: wages / bank lending / producer prices / BoJ governor candidates and the yen / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Video game maker results for Nintendo, Bandai Namco, Nexon, Mixi / Tokyo Seimitsu: FY22 3Q orders down 46% YoY / Olympus: FY22 Q3 OP up an impressive +51% YoY / Punchy targets for Nippon Chemi-Con / Nikon: FY22 Q3 OP +63% YoY considered a “miss” / JSR slashes Q4 guidance on weak IC markets / Sumco sees a weak FY23 Q1 / Automakers’ results: Nissan, Toyota, Honda, Suzuki, Subaru

Feb 102023-02-17T15:23:26+00:00

Jan 06


Highlights this week: REPORTS: PSA Japan Perspective 2023 / US FDA Regulatory Approval System / Mitsui Chemicals (4183 JT) / MISCELLANEOUS, MARKET & MACRO: Nov Retail Sales / Industrial Production / Pressure Grows to Adjust BoJ Joint Accord / Kishida urges companies to raise wages faster than inflation / Foreign net selling / INDUSTRY INSIGHTS: How bad will this semiconductor downturn get? / “Could have been worse” – the video games industry in 2022 / Global console sales +11% YoY in week to 10 Dec / iOS mobile game sales fall 8.6% in Q4 / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: The Kioxia / WDC merger concept is revived / GlobalWafers notes weaker wafer demand / Sony Honda Mobility reveal new EV at CES

Jan 062023-01-13T14:28:56+00:00

Dec 02


Highlights this week: REPORTS: Eisai (4523 JT) INDUSTRY INSIGHTS: Global mobile game sales down 6.6% YoY in week to 20 Nov / Global video game console sales +25% YoY in week to 19 Nov / PS5, Xbox continue to face stock issues in Japan – Gematsu / Might 2023 be the low point for SPE sales in the 2020s? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony to supply iPhone 15 with image sensors / Nidec expands its machine tool business / Honda not giving up on Europe yet / IHI up on broker upgrade and travel recovery / MISCELLANEOUS, MARKET & MACRO: Japan economic data / 3Q corporate software spend +27% YoY / Japanese consumer confidence at its lowest levels since Covid

Dec 022022-12-09T14:15:05+00:00
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