Pelham Smithers Associates Ltd - PSA Today 1 Sep: Nvidia, AMD news depresses market / Renesas and Steradian 4G chips / US CHIPS Act on Japanese capex plans / NTT Data in Europe – Nikkei 225 -1.53%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 1 Sep: Nvidia, AMD news depresses market / Renesas and Steradian 4G chips / US CHIPS Act on Japanese capex plans / NTT Data in Europe – Nikkei 225 -1.53%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, and Lindsay Whipp
Tags: HP (HPQ US), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Snap (SNAP US), Dentsu (4324 JT), Z Holdings (4689 JT), Weibo (WB US), Naver (035420 KS), Tencent (700 HK), Sony (6758 JT), FromSoftware, Kadokawa (9468 JT), Bandai Namco (7832 JT), Kuaishou Technology (1024 HK), Krafton (259960 KS), Marvelous (7844 JT), JFE (5411 JT), Nippon Steel (5401 JT), Emirates Steel, Itochu (8001 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Toyota Motor (7203 JT), Renesas Electronics (6723 JT), Steradian Semiconductors, Hitachi (6501 JT), Texas Instruments (TXN US), Sumitomo Chemical (4005 JT), Mitsubishi Gas Chemical (4182 JT), GlobalWafers (6488 TT), Shin-Etsu Chemical (4063 JT), NTT Data (9613 JT), NTT Corp (9432 JT), Natuvion, SAP (SAP GY)
Main Points
• Nvidia, AMD news breaks Tokyo’s resistance
• Renesas to Buy Steradian for its 4D Radar Chips
• US CHIPS Act lures growing Japanese investment
• NTT Data makes further acquisitions ahead of merger with NTT Ltd

01/09/2022 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 1 Sep: Nvidia, AMD news depresses market / Renesas and Steradian 4G chips / US CHIPS Act on Japanese capex plans / NTT Data in Europe – Nikkei 225 -1.53%

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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