PSA Today Oct 19: US weighs on Tokyo / Huawei targets Switch / Harmonic Drive's weak 2Q orders / The TSMC tech roadmap - Nikkei -0.56%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥22,532.08 (-¥126.08 / -0.56%); Topix ¥1,692.85 (-¥11.79 / -0.69%); ¥/$112.46
Tags: Apple (AAPL US), Huawei (priv.), Nintendo (7974 JP), Asus (2357 TT), Razer (1337 HK), Samsung (005930 KS), Sony (6758 JP), Microsoft (MSFT US), Harmonic Drive Systems (6324 JP), TSMC (2330 TW), Shin-Etsu Chemical (4063 JP), Tokyo Ohka Kogyo (4186 JP), JSR (4185 JP)
Main Points at a Glance
• US market woes send Tokyo lower
• Huawei targets Switch
• Harmonic Drive’s weak 2Q orders.
• TSMC’s advancing technology roadmap
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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