PSA Technology: Japan’s AI / DC List as AI Robotics Moves Closer to Reality
With the deal between Nvidia, Fujitsu and Yaskawa Electric on the one hand, and with SoftBank Group buying the robotics arm of ABB on the other, the AI story appears finally to be moving on, from being about a closed feedback loop between AI chip / server / data centre providers and hyperscalers / LLM solution providers, to one that incorporates edge computing and other non-data centre hardware. Pelham Smithers discusses the AI technology inftrastucture and the related plays.SoftBank Group (9984 JT), ABB (ABBN SW), Nvidia (NVDA US), Hitachi (6501 JT), NEC Corp (6701), Sakura Internet (3778 JT), NTT (9432 JT), KDDI (9433 JT), SEI (5802 JT), SWCC (5805 JT), NHK Spring (5991 JT), Nidec (6594 JT), Rohm (6963 JT), Kioxia (285A JT), Daikin (6361 JT), Tokyo Electric Power (9501 JT), Kansai Electric Power (9503 JT), Resonac (4004 JT), Tokai Carbon (5301 JT), Meidensha (6508 JT), Daihen (6622 JT), Renova (9519 JT), Fanuc (6954 JT), SMC (6273 JT), Sony (6758 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Shibaura Mechatronics (6590 JT), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), Mitsui Kinzoku (5706 JT), Ibiden (4062 JT), Tokuyama (4043 JT), Sumitomo Metal Mining (5713 JT), Tosoh (4042 JT), Denka (4061 JT), JX Advanced Metals (5016 JT), Fujimi (5384 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Adeka (4401), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Ebara (6361 JT), Micronics Japan (6871 JT), Hibiya Engineering (1982 JT), Kinden (1944 JT), Kandenko (1942 JT)
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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