PSA Today Sep 29: Weak day / Micron and ASML / TOY acquisition accelerates OS dev / BASE and TikTok / Cybozu's faster-growing sales - Nikkei -2.21%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: Micron (MU US), ASML (ASML NA), Advantest (6857 JT), Hoya (7741 JT), Taiyo Yuden (6976 JT), Minebea Mitsumi (6479 JT), Rohm (6963 JT), Capcom (9697 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Toyota (7203 JT), Renovo Motors, Aurora, Apex.AI, Google (GOOGL US), Shopify (SHOP US), BASE Inc (4477 JT), Mercari (4385 JT), Cybozu (4776 JT)
Main Points
• Wall Street, Micron, LDP Presidency all factors today
• Micron and ASML show two sides of the same semiconductor coin
• Toyota's Renovo acquisition set to accelerates OS development
• BASE Inc collaborates with TikTok
• Cybozu posts fastest monthly sales gain since January 2020 in August
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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