PSA Today 11 Dec: AI infrastructure investment concerns send Japan lower / DDR5 spot prices ease / Nissan, Wayve to collaborate / Timee's FY25 miss / Visional's FY26 Q1 beat – Nikkei 225 -0.90% | ¥$156.07
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: Oracle Corp (ORCL US), SoftBank Group (9984 JT), JX Advanced Materials (5016 JT), Mitsui Kinzoku (5706 JT), Taiyo Yuden (6976 JT), Screen Holdings (7735 JT), Advantest (6857 JT), Ebara (6361 JT), Toppan Holdings (7911 JT), Anycolor (5032 JT), Cover Corp (5253 JT), Accrete (4395 JT), Forward Edge AI (pvt), Nintendo (7974 JT), Microsoft (MSFT US), SanDisk (SNDK US), Seagate (STX US), Apple (AAPL US), Kioxia (285A JT), Nissan Motor (7201 JT), Wayve (pvt), Nvidia (NVDA US), Timee (215A JT), Visional Inc. (4194 JT), Thinkings (pvt)
Main Points
AI infrastructure investment concerns send Japan lower
DDR5 spot prices ease
Nissan and Wayve sign collaboration agreement
Timee’s FY25 results miss
Visional FY26 Q1 OP cruises past consensus estimates
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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