Report
Alexander Boote ...
  • Joel Scheiman
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

The PSA Japan Weekly Research Round-Up for the Week Ending 3 September 2021

We are hosting two Webinar presentations where Pelham Smithers will present his latest Global Semiconductor Industry report, Overheating or Just Warming Up?
The decision by TSMC to raise prices by 20% heralds a new era in semiconductors, one where prices rise instead of falling. Pelham Smithers will discuss the origins and opportunities of the global semiconductor crisis, with a focus on:

The background to the crisis
Covid’s role in bringing the situation to a head
The semiconductor market in 2021
DX Part 2, AI and 5G
The new supply / demand equation
Potential winners and losers.

Session 1: 7 September 8AM BST / 4PM Tokyo / 3PM HK / SGT
Session 2: 7 September 4PM BST / 11AM EST / 8AM PDT
Please contact your PSA Salesperson for details.

The Weekly Comment Summary
Pelham Smithers considers the state of Japan’s economy as PM Suga steps down. The LDP system has delivered, he explains.

PSA Company Visits, Tours and Interviews
1. Visited: Kaneka (4118 JT), Toyota Industries (6201 JT), Nabtesco (6268 JT), Diamond Electric (6699 JT), Ferrotec (6890)
2. Conference Calls with: giftee (4449 JT)

Reports / Flash Notes Summaries
1. The Global Semiconductor Industry: Overheating or Just Warming Up?
2. Tokyo Electron (8035 JT): Capacity Increase Plans, R&D Key to Growth
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. China Limits Underage Gaming to Three Hours a Week
2. Japanese Dominating Gamescom Awards
3. Sony’s (6758 JT) PS5 Redesign Attracts Controversy
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Murata’s (6981 JT) Quick Restart at Fukui Underscores Healthy MLCC Market
5. TSMC (2330 TT) Apparently Asking for 15% Price Cut from Suppliers
6. Western Digital (WDC US) Enquires About a Kioxia Merger
7. Renesas (6723 JT) Update on Dialog
8. Other Technology-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Shintech Closes Plants Due to Hurricane Ida
10. We Expect US PVC Plants May Be Offline for Two Weeks
11. Sumitomo Chemical (4004 JT), Adeka (4401 JT) Grow IC Materials
Autos
12. Mazda (7261 JT) Tries to its Tackle China Problem
13. Subaru (7270 JT) Shows Off All-New Solterra SUV EV
14. US August Auto Sales Fall on Chip Supply Shortage
Auto Parts / Machinery
15. Daikin’s (6367 JT) Record Listing Highs Continue
16. Ferrotec (6890 JT) Target Price Lift to ¥5,000
Internet / eCommerce
17. au Pay and d Barai Extend Their Free Periods
18. Other Internet / eCommerce News & Moves That Caught Our Eye
Miscellaneous
19. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
20. After Suga, Who Next as PM?
21. Japan Software Spend Continues to Boom
22. Jobs Data Better Than Expected, While China’s PMI Data Remains Weak
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Alexander Boote

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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