- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 16 June 2023
Weekly Comment SummaryWhile the AI chip spotlight has fallen on US firms Nvidia and Advanced Micro Devices, over in Japan Renesas has been showcasing its AI wares.
PSA in the Press
With the impressive move in Toyota shares post its 12 Jun tech strategy presentation, the Bloomberg Street Wrap on 15 Jun includes comments from Julie Boote.
/news/stories/RW9POZT1UM0W
PSA Company Visits, Tours and Interviews
Visited: Resonac (4004 JT), Mitsui Chemicals (4183 JT), Kaneka (4118 JT)
Conference Calls with: DTS Corp (9682 JT)
Presentations at: Olympus (7733 JT), Mitsui Chemicals (4183 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Socionext (6526 JT) and the Custom Chip Boom
2. Daikin (6367 JT) FY23 Outlook – Heat Pumps, Applied, India
3. Visional (4194 JT) Update: Not to be Sniffed At
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Strong Week for Video Game Hardware Sales in Japan
2. Spider-man: “Across” is Sony’s (6758 JT) Highest-Grossing Animated Film
3. Sony (6758 JT) “Struggling” to Meet 48MP CMOS Demand
4. India Watchdog Bans Zee Execs
5. Other Consumer Electronic/ Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Memory Prices Continue to Fall
7. Nvidia’s Supply Chain / AI Stocks Rise As Son Meets Altman / Stories that Intel May Invest in Arm
8. AMD Launches Instinct MI300 AI Chips
9. TDK (6762 JT) Earnings May Not Gain Momentum Until Q2
10. Other Tech-Related News & Moves That Caught Our Eye
Autos
11. Toyota (7203 JT) Outlines Technology Strategy
12. Nissan (7201 JT) COO Gupta Leaves
Auto Parts / Machinery
13. Yaskawa (6506 JT) Hit a New ATH
14. MHI (7011 JT) 7-Yr High on Missiles and Upgrade
15. Daikin (6367 JT) Hits Listing High Just Below ¥30,000
16. Komatsu (6301 JT) Rises on Mining Optimism
Internet / eCommerce
17. Anycolor’s (5032 JT) FY23 Earnings Beat but FY24 Guidance Misses
18. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Shift (3697 JT) Acquires Fukuoka Software Company
20. Sansan (4443 JT) Throws Down Talent Gauntlet, Hiking Graduate Starting Salaries by +11% to ¥5.6mil
21. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma
22. Other Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
23. May Producer Prices / Machine Tool Orders Fall
24. April Machinery Orders Fall -18% YoY
25. Nikkei Above High Hit in the Famous “Dead Cat Bounce” of Summer 1990
26. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since February 2023
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.