Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Technology: The "AI Opportunity" in the Japanese Stock Market

This new PSA Japan AI report by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp follows on from Pelham Smithers’ 8 May global in-depth report, The Economics and Implications of the Semiconductor, Data and AI Feedback Loop.
It comprises an extensive review of the AI opportunities in the Japanese stock market. These are to be found not just in the Nvidia / TSMC supply chain, or in areas of traditional excellence like robotics and computer vision, but in AI solution plays and among the data centre supply chain. The report introduces our PSA Japan AI Index, which highlights the AI opportunity set in Japan.
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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