- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for Week to 9 January 2026
Weekly Comment SummaryThe new year has seen a continuation in the rise in memory chip prices, even though, seasonally, we should expect some weakness.
But what if prices continue to rise? Pelham Smithers discusses.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. 2026 Japan Perspective / PSA Focus List for 2026 Q1
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony’s Memory Chip Problem
2. Anaconda Movie Global Gross Takings Hit US$88mil vs Budget of US$45mil
3. Sony Honda Afeela 1 Disappoints at CES2026
4. Switch 2 Sales’ Struggles Continued into December – Report
5. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Spot DDR5 DRAM Prices Hit New High
7. Disco Shipments -1% YoY in Dec Qtr
8. Yaskawa FY25 Q3 OP Weak but Positive Guidance
9. Other News & Moves That Caught Our Eye
Chemicals / Materials
10. Shin-Etsu Chemical Should See Conditions Improve
11. Dichlorosilane Anti-dumping Risk – Read Across to IC Material Makers
Autos / New Mobility
12. Japanese Automakers Post 2025 Q4 US Sales Declines – Except Toyota
13. Suzuki to Build Electric Mini Cars in Japan
14. Other News & Moves That Caught Our Eye
Capital Goods / Machinery / Auto Parts
15. Kandenko and Kinden Hit New Highs
16. Other News & Moves That Caught Our Eye
Internet / eCommerce
17. Timee to Change its Accounting Period
18. Other News & Moves That Caught Our Eye
19. Cover Corp Announces Its First Smartphone Game
Enterprise Software / IT Services
20. IIJ Affiliate DeCurret Continues to Expand Digital Currency Projects.
21. BayCurrent: FY25 Q3 Preview
22. Money Forward: FY25 Q4 and Full-Year Preview
23. Shift: FY26 Q1 Preview
Pharma
24. Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
25. Outlook for Japan Small Caps in 2026
26. Curves Q1 Preview – We Expect a Positive Set of Results
27. Intermestic’s December KPIs
28. Koshidaka’s FY26 Q1 Sluggish as Expected; Q2 is Off to a Solid Start
29. Treasure Factory: Solid December KPIs
Macro / Market / Strategy / Misc.
30. China Ups the Ante on Japan’s Taiwan Position
31. Japan Manufacturing PMI Hits 50.0 in December
32. Japan Services PMI Falls Sharply in December
33. November Wage Growth +0.5% YoY
34. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
PSA Company Visits, Tours and Interviews
Visited: Shin-Etsu Chemical (4063 JT)
1-1 Call with: Koshidaka Holdings (2157 JT)
Presentations at: Asahi Kasei (3407 JT), Mitsui Kinzoku (5706 JT)
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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