PSA Technology: SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector?
In our 23 March 2022 report on the global semiconductor sector, Time for a Closer Inspection, we could see a more discriminating market ahead, similar to that seen in Japan tech in 2021, where the market buys up those stocks that exceed expectations while shunning names which disappoint. This report follows with beneficiaries of the way we think the semiconductor story will play out.
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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