Pelham Smithers Associates Ltd - PSA Today 19 Feb: Mixed, calmer / SoftBank eyes US$100bil AI chip gambit / Delay to Switch2? / Fujikuras promising prospects / IT service sector earnings season – Nikkei 225 -0.04% | ¥$150.01

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Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
William Nestuk

PSA Today 19 Feb: Mixed, calmer / SoftBank eyes US$100bil AI chip gambit / Delay to Switch2? / Fujikura's promising prospects / IT service sector earnings season – Nikkei 225 -0.04% | ¥$150.01

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay Whipp
Tags: Nintendo (7974 JT), Mitsubishi Heavy Industries (7011 JT), NEC Corp (6701 JT), SoftBank Group (9984 JT), Snow Peak (7816 JT), OpenAI (pvt), TSMC (2330 TT), Intel (INTC US), Samsung Electronics (005930 KS), GlobalFoundries (GFS US), ASML (ASML NA), Applied Materials (AMAT US), Tokyo Electron (8035 JT), LAM Research (LRCX US), ARM Holdings (ARM US), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Google (GOOG US), Amazon (AMZN US), Meta Platforms (META US), Microsoft (MSFT US), Fujikura (5803 JT),TIS Inc (3626 JT), Nomura Research Institute (4307 JT), IIJ (3774 JT), Shift Inc (3697 JT), NTT Data (9613 JT), Accenture (ACN US), Sansan (4443 JT), ExaWizards (4259 JT), PKSHA (3993 JT)
Main Points
• Tokyo shares close mixed as cyclicals, banks gain on rotation out of tech
• SoftBank Group eyeing US$100bil AI chip move
• Nintendo Switch 2 delayed?
• Fujikura continues to set new listing highs
• Five takeaways from the IT service sector’s earnings season

19/02/2024 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

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 19 Feb: Mixed, calmer / SoftBank eyes US$100bil AI chip gambit / Delay to Switch2? / Fujikura's promising prospects / IT service sector earnings season – Nikkei 225 -0.04% | ¥$150.01

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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