PSA Today 19 Mar: NIRP: the end / Implications of Nvidia's new Blackwell GPU architecture / Nidec perking up / Omron's new AI-powered machine - Nikkei 225 +0.66%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Nia DokovaTags: Nvidia (NVDA US), Hitachi (6501 JT), SoftBank Group (9984 JT), Ibiden (4062 JT), Toppan Printing (7911 JT), Unimicron (3037 TT), TSMC (2330 TT), Nidec (6594 JT), Omron (6645 JT)
Main Points
• Japan shares, bonds gain as BoJ ends negative interest rate policy
• Nvidia unveils Blackwell GPU architecture – readthrough for Japanese stocks
• Omron showcasing new AI-powered VT-X850
• Nidec shares gain interest
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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