Pelham Smithers Associates Ltd - PSA Today 2 Sep: Wait and see day / Japan tightening? / MSFT, ATVI, UK CMA / NAND revs / SQE Eidos gain / AMDs Ryzen 7000 / Considering Showa Denko / Japans US auto sales – Nikkei 225 -0.04%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today 2 Sep: Wait and see day / Japan tightening? / MSFT, ATVI, UK CMA / NAND revs / SQE Eidos gain / AMD's Ryzen 7000 / Considering Showa Denko / Japan's US auto sales – Nikkei 225 -0.04%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Julie Boote
Tags: Nippon Steel (5401 JT), Bandai Namco (7832 JT), Sony (6758 JT), Tencent (700 HK), D3, Shinko Electric (6967 JT), Ibiden (4062 JT), Nvidia (NVDA US), Japan Airlines (9201 JT), ANA (9202 JT), Microsoft (MSFT US), Activision Blizzard (ATVI US), SK Hynix (000660 KS), Micron (MU US), Samsung Electronics (005930 KS), Kioxia, Western Digital (WDC US), Advanced Micro Devices (AMD US), Square Enix (9684 JT), Intel (INTC US), JFE (5411 JT), Showa Denko (4004 JT), Honda (7267 JT), Toyota Motor (7203 JT), Mazda (7261 JT), Subaru (7270 JT), Hyundai Motor (005380 KS), Kia Corp (000270 KS)
Main Points
• Day of wait-and-see trading following Wall Street’s 180o market overnight
• Is Japan quietly tightening?
• UK’s CMA raises concerns over MSFT / AVTI deal
• Q2 2022 global NAND revenues +10% YoY, +1% QoQ
• Square Enix estimates ¥10bil gain on Eidos sale
• Our thoughts on the Ryzen 7000 series launch
• Showa Denko: something has to give
• Japanese automakers report drop in US auto sales

02/09/2022 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

Pelham Smithers

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PSA Today 2 Sep: Wait and see day / Japan tightening? / MSFT, ATVI, UK CMA / NAND revs / SQE Eidos gain / AMD's Ryzen 7000 / Considering Showa Denko / Japan's US auto sales – Nikkei 225 -0.04%

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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