Pelham Smithers Associates Ltd - PSA Today 1 Mar: Benign China data / Applied Materials disrupts multi-patterning / Higher Japan auto sales / Machinery tailwinds / ExaWizards elderly care tools – Nikkei 225 +0.26%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 1 Mar: Benign China data / Applied Materials disrupts multi-patterning / Higher Japan auto sales / Machinery tailwinds / ExaWizards' elderly care tools – Nikkei 225 +0.26%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Hoya (7741 JT), Sumitomo Metal Mining (5713 JT), Komatsu (6302 JT), Caterpillar (CAT US), Ajinomoto (2802 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Applied Materials (AMAT US), Lasertec (6920 JT), Advantest (6857 JT), Intel (INTC US), Global Foundries (GFS US), ASML (ASML NA), Nikon (7731 JT), Sumco (3436 JT), JSR (7185 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Advance Micro Devices (AMD US), Nvidia (NVDA US), SoftBank Group (9984 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Honda (7267 JT), Mazda (7261 JT), Hino (7205 JT), Isuzu (7202 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), SHI (6302 JT), Takeuchi (6432 JT), KYB Corp (7242 JT), Nabtesco (6268 JT), ExaWizards (4259 JT), DS Healthcare Group
Main Points
• Tokyo shares generate small gains on China PMI data, Hong Kong share rally
• Applied Materials threatens the multi-patterning process
• Japan auto sales surge on low base of comparison, higher availability
• China and housing stats help machinery
• ExaWizards co-develops AI-powered oral function tool for elderly care

01/03/2023 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 1 Mar: Benign China data / Applied Materials disrupts multi-patterning / Higher Japan auto sales / Machinery tailwinds / ExaWizards' elderly care tools – Nikkei 225 +0.26%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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