PSA Today 22 Dec: BoJ post-hike comments, SOX gains sends Japan higher / Blended NAND prices rising again / Sony's Anaconda movie / End of an era for Nidec as Nagamori-san steps down – Nikkei 225 +1.81% | ¥$157.32
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie BooteTags: SanDisk (SNDK US), Micron (MU US), Lam Research (LRCX US), Kioxia (285A JT), Kokusai Electric (6525 JT), Tokyo Electron (8035 JT), Tokyo Seimitsu (7729 JT), Nvidia (NVDA US), Mitsui Kinzoku (5706 JT), Resonac (4004 JT), Ibiden (4062 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Japan Steel Works (5631 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Renesas (6723 JT), Mazda Motor (7261 JT), Ricoh (7752 JT), Canon (7751 JT), Nintendo (7974 JT), Nidec (6594 JT), Dell (DELL US), Sony (6758 JT), Amazon (AMZN US)
Main Points
Nikkei 225 surges on BoJ post-hike comments, SOX gains
Blended NAND price hits US$4.54 for 256Gb – first time since 2018
Jack Black does the talk show rounds for Anaconda
The end of an era as Nidec’s Nagamori steps down
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.
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