PSA Today 26 June: Nvidia high spurs Japan tech names / Considering IC materials amid DC capex boost / Anthropic chooses Japan – Nikkei 225 +1.65% | ¥$144.57
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: Advantest (6857 JT), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), Ebara (6361 JT), Sumitomo Electric (5802 JT), Resonac (4004 JT), Fujikura (5803 JT), Nvidia (NVDA US), Hitachi (6501 JT), PKSHA (3993 JT), Disco (6146 JT), Shin-Etsu Chemical (4063 JT), Fujimi (5384 JT), Towa Corp (6315 JT), Sakura Internet (3778 JT), Renesas (6723 JT), MHI (7011 JT), KHI (7012 JT), NEC Corp (6701 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Cover Corp (5253 JT), Transcosmos Inc (9715 JT), Microsoft (MSFT US), Amazon (AMZN US), Facebook (META US), Google (GOOGL US), Sumco (3436 JT), Tokyo Ohka Kogyo (4186 JT), TSMC (2330 TT), Sumitomo Bakelite (4203 JT), Sumitomo Chemical (4005 JT), Ibiden (4062 JT), Shinko Electric (pvt), Toppan Printing (7911 JT), Unimicron (3037 TT), Anthropic (pvt), OpenAI (pvt), Yamato Holdings (9064 JT), ExaWizards (4259 JT), NTT Corp (9432 JT), Panasonic (6752 JT), Rakuten Group (4755 JT)
Main Points
Nikkei 225 soars as tech hardware names rally on Nvidia new high
Implications for IC materials sector as DC Capex forecasts raised
Anthropic chooses Tokyo for first Asia office
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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