- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 2 Sept 2022
Weekly Market Comment SummaryPelham Smithers discusses the likely trajectory of global semiconductor revenues for 2022 and 2023 and considers whether the markets are being unduly pessimistic.
PSA Company Visits, Tours, and Interviews
Visited: Ferrotec (6890 JT), Diamond Electric (6699 JT), Shin-Etsu Chemical (4063 JT), Asahi Kasei (3407 JT), Tokyo Ohka Kogyo (4186 JT), Kaneka (4118 JT)
Conference Call with: SRE Holdings (2980 JT)
Presentation at: Adeka (4401 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Ferrotec Holdings (6890 JT) Update
2. AMD (AMD US) Launches the Ryzen 7000 Range
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Global Console Sales Down 2% YoY in Week to 20 August
2. 2022 LCD Monitor Shipments Set to Fall
3. What Are the Implications if Amazon (AMZN US) Bids for EA (EA US)?
4. UK’s CMA Raises Concerns Over Microsoft / Activision Deal
5. M&A Action in the Japanese Video Game Sector
6. Square Enix (9684 JT) Estimates ¥10bil Gain on Eidos Sale
7. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
8. Our Thoughts on AMD’s Ryzen 7000 Series Launch
9. Renesas (6723 JT) to Buy Steradian for its 4D Radar Chips
10. China NEV Sales Continue to Soar Despite New Subsidy for ICEs: Good News for Auto-use Semi-Plays
11. US DoC’s Restrictions on Nvidia (NVDA US) and AMD (AMD US) Send Japan’s Related Plays Lower
12. Ferrotec (6890 JT) Closes at 7-Month High
13. Diamond Electric (6699 JT) Shares Sinks 9% on New Dilution
14. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
15. Japanese Semiconductor Material Suppliers Lured by US CHIPS Act to Invest
16. Kaneka’s (4118 JT) Q1 and Outlook for FY22
17. Adeka’s (4401 JT) FY22 Plans Saved by Agrochemicals
18. UBE (4208 JT) to Lower Exposure to Commodities
19. Showa Denko (4004 JT): Something Has to Give
Autos
20. Auto Battery Plant Announcements
21. Reactions to Japan’s Automakers’ July Auto Production and Sales Figures
22. Japanese Automakers Report Declines in US Auto Sales
23. Suzuki (7269 JT) Rises on Maruti’s (MSIL IN) Ambitious BEV Plans
Auto Parts / Machinery
24. Daikin (6367 JT) Edges Up as Copper Breaks $8,000/tonne
25. Fanuc (6954 JT) Almost Back to Q1 Release Levels
Internet / eCommerce
26. Recruit (6098 JT) Bounces on Improved Employment Data
27. A Rough Day for Rakuten (4755 JT)
28. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
29. NTT Data (9613 JT) Does More M&A Ahead of NTT (9432 JT) Subsidiary Merger
Miscellaneous
30. Hydrogen Theme Revival
31. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
32. Is Japan Quietly Tightening?
33. Macro Data Out This Week
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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