PSA Today 1 June: Bounce on US vote, China data / Considering SoftBank's data centre plans / Software spending growth over 20% / Toyota tops up US EV battery spend / Yaskawa's Realize 25 plan / Daikin's Fusion 25 plan – Nikkei 225 +0.84% |
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Nvidia (NVDA US), Advantest (6857 JT), Tokyo Ohka Kogyo (4186 JT), SoftBank Group (9984 JT), OBIC Business Consultants (4733 JT), Japan Steel Works (5631 JT), Fujitsu (6702 JT), Shinko Electric (6967 JT), Toyota Motor (7203 JT), Anycolor (5032 JT), KDDI (9433 JT), NTT (9432 JT), Rakuten (4755 JT), SoftBank Corp (9434 JT), Arm, Intel (INTC US), AMD (AMD US), Ericsson (ERICB SS), General Motors (GM US), Ford (F US), Tesla (TSLA US), Yaskawa Electric (6506 JT), Daikin Industries (6367 JT)
Main Points
• Tokyo shares bounce on US vote, China data
• SoftBank Corp’s AI data centres: Expensive gamble, or masterstroke?
• Japan software spend continues to grow at +20% YoY rate
• Toyota increases EV battery investment in the US
• Yaskawa flat on new 3-year plan Realize 25
• Daikin firm on Fusion 25 plan
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.
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