PSA Semiconductors: Socionext (6526 JT) and the Custom Chip Boom
Socionext (6526 JT) is seen as the Japanese Arm Holdings. Like Renesas (6723 JT), Socionext has moved from being a moderately profitable cyclical player in the low-performance industrial / automotive chip market, to be being a highly profitable growth player in the high-performance custom chip market. We discuss the opportunities and risks ahead for this highflyer.
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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