PSA Today July 4: Mixed trading / Wider implications of Micron's China patent war / Sumco double-punched / SPE lows / US auto numbers for June - Nikkei -0.3 %
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥21,717.04 (-¥68.50 / -0.31%); Topix ¥1,693.25 (+¥0.45 / -0.03%); ¥/$110.40
Tags: Micron (MU US), UMC (2303 TT), Sumco (3436 JP), Tokyo Ohka (4186 JP), Fujian Jinhua Integrated Circuit (pvt), Veeco (VECO US), AMEC (pvt) , Apple (AAPL US), Samsung (005930 KS), SGL Group (pvt), Shin-Etsu Chemical (4063 JP), Miraial (4238 JP), Globalwafers (6488 TT), SMC (6273 JP), Ferrotec (6890 JP)
Main Points at a Glance
• Mixed trading continues
• Implications of Micron’s patent war in China
• Sumco takes a double punch
• 10-month SPE lows
• What is behind solid US auto sales numbers?
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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