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Pelham Smithers
  • Pelham Smithers

PSA Technology: IC / SPE / AI / DC Makes a Comeback as Memory Prices C...

With recent data on global semiconductor shipments improving, forecasts are being raised. Pelham Smithers reviews the outlook for NAND and DRAM and anticipates higher prices ahead on NAND flash.

Pelham Smithers
  • Pelham Smithers

PSA Technology: Japanese AI Stocks Revisited

At first glance, it feels like the Japanese stock market has reacted unusually slowly to the surge in AI infrastructure stocks in the US. Pelham Smithers flags winners on this theme.

 PRESS RELEASE

Murata annonce la production de « CELLNETTA », le premier filtre métal...

KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO : 6981) (ISIN : JP3914400001) a annoncé aujourd’hui avoir commercialisé et produit en masse avec succès « CELLNETTA », le premier*1 filtre métallique de fractionnement cellulaire au monde conçu pour la sélection et la récupération rapides et précises de cellules cibles à partir de suspensions cellulaires*2 utilisées en médecine régénérative et dans la recherche et le développement de produits pharmaceutiques cellulaires. Les applications visées comprennent le fractionnement (sélection et récupération), la concentration et la...

 PRESS RELEASE

Murata Announces Production of "CELLNETTA" – the World's First Metal C...

KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) announced today that has successfully commercialized and mass produced "CELLNETTA," the world’s first*1 metal cell fractionation filter designed for the rapid and precise selection and recovery of target cells from cell suspensions*2 used in regenerative medicine and cell pharmaceutical research and development. Target applications include fractionation (selection and recovery), concentration, and filtration in research and development for regenerative medicine technologies or cellular pharmaceuti...

 PRESS RELEASE

Murata développe la plus petite micro-inductance au monde avec une tai...

KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO:6981) (ISIN:JP3914400001) annonce le développement de la plus petite micro-inductance au monde, mesurant 0,16 mm x 0,08 mm et qui sera dévoilée durant le , du 7 au 10 janvier, à Las Vegas, États-Unis (stand Murata : Las Vegas Convention Center, West Hall, n°6500). Un tel accomplissement est synonyme d'une réduction de volume d'environ 75 % par rapport à l'actuel plus petit format (0,25 mm × 0,125 mm). Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Murata Manufacturing Co., Ltd.: ...

 PRESS RELEASE

Murata Develops the World’s Smallest Class 006003-inch Size (0.16 mm x...

KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO:6981) (ISIN:JP3914400001) announces the development of the world’s smallest class 006003-inch size (0.16 mm x 0.08 mm) chip inductor, which will be unveiled during , January 7-10, Las Vegas, USA (Murata Booth: Las Vegas Convention Center, West Hall Booth #6500). This achievement represents a volume reduction of approximately 75% compared to the smallest 008004-inch size (0.25 mm × 0.125 mm) product. This press release features multimedia. View the full release here: Murata Manufacturing Co., Ltd.: World’s Smallest Class 006...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone mi...

Demand is sluggish, with the 2024 and 2025 outlooks implying slight unit growth after 2022 & 2023 down 13% & 4% respectively. With saturation and elongating replacement cycles, we see that as a best case. The December quarter iPhone guide missed consensus expectations, and we expect further downside. Replacement cycles are elongating, share gains in China have stalled, and recent datapoints support our view (Apple lowering iPhone 16 production plans). Semi revenues are back to secular growth, dr...

 PRESS RELEASE

Murata HCR redéfinit les dispositifs de synchronisation automobile ave...

KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO : 6981) (ISIN : JP3914400001) dévoile un dispositif de synchronisation électronique de pointe offrant une précision exceptionnelle de ±40 ppm et une fiabilité même dans des conditions de température étendues de -40 °C à +125 °C. En répondant aux limites des composants de synchronisation actuels dans les systèmes électroniques automobiles, il améliore la conception et le déploiement des réseaux embarqués (IVN) de nouvelle génération, des communications sans fil et des fonctions des systèmes avancés d’aide à la conduite (ADAS)...

 PRESS RELEASE

Murata HCR Redefines Automotive Timing Devices With the Total Frequenc...

KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO:6981) (ISIN:JP3914400001) unveils a cutting-edge electronic timing device featuring exceptional accuracy ±40ppm and reliability even in wide-temperature -40°C to +125°C conditions. By addressing the limitations of current timing components in automotive electronic systems, it enhances the design and deployment of next-generation In-Vehicle Networks (IVN), wireless communication, and Advanced Driver Assistance Systems (ADAS) functions. This press release features multimedia. View the full release here: Murata Manufacturing C...

 PRESS RELEASE

Le SCH1633-D01 de Murata établit une nouvelle norme pour le capteur au...

KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) élargit sa gamme de dispositifs innovants Six Degrees-of-Freedom avec l’introduction du SCH1633-D01. Le capteur basé sur un système micro-électromécanique (MEMS) établit une nouvelle référence en matière de performance d’intégration de système et d’optimisation du coût total. Il est conçu pour diverses applications automobiles, y compris la conduite autonome, les systèmes d'aide à la conduite, la navigation inertielle, le contrôle de la stabilité du véhicule et l’alignement de la caméra ou des pha...

 PRESS RELEASE

Murata SCH1633-D01 Sets a New Standard for Automotive 6DoF Sensor

KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) is expanding its range of innovative Six Degrees-of-Freedom devices with the introduction of the SCH1633-D01. The micro-electromechanical system (MEMS) based sensor moves the benchmark for performance, system integration, and total cost optimization. It is designed for various automotive applications, including autonomous driving (AD), advanced driver-assistance systems (ADAS), inertial navigation, vehicle stability control, and camera or headlight alignment. This press release features multimedi...

Pierre FerraguÊ
  • Pierre FerraguÊ

Wolfspeed: are margins in materials collapsing, or about to collapse?

Wolfspeed’s gross margin declined 16pts year-on-year in its most recent quarter. We analyze potential moving parts in today’s one slider

Pierre FerraguÊ
  • Pierre FerraguÊ

Wolfspeed 1FQ25: Margin pressure, substrate oversupply.Lack of scale i...

Wolfspeed reported 3Q24 (1FQ25) yesterday. Please see the link below for our take on the print.

 PRESS RELEASE

Le circuit imprimé extensible révolutionnaire de Murata améliore les d...

KYOTO, Japon--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO : 6981) (ISIN : JP3914400001) révèle une nouvelle technologie innovante de circuit imprimé étirable (SPC) qui marque un développement significatif dans la technologie des circuits imprimés. Le SPC de Murata représente la prochaine avancée dans le développement des substrats, offrant à la fois la flexibilité et la capacité de s’étirer et de se déformer tout en conservant une fonctionnalité totale. Il est parfait pour créer des produits médicaux avancés, tels que des dispositifs thérapeutiques portables et des outils de survei...

 PRESS RELEASE

Murata’s Revolutionary Stretchable Printed Circuit Elevates Wearable M...

KYOTO, Japan--(BUSINESS WIRE)-- Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) reveals an innovative new Stretchable Printed Circuit (SPC) technology marking a significant development in printed circuit technology. Murata's SPC represents the next advancement in substrate development, providing both flexibility and the capability to stretch and deform while maintaining full functionality. It is perfect for creating advanced medical products, like wearable therapeutic devices and vital monitoring tools, that can provide better accuracy, durability, and patient comfort than to...

Pierre FerraguÊ
  • Pierre FerraguÊ
Julia Pan Mengyao ... (+2)
  • Julia Pan Mengyao
  • Ming San Soong

New Oriental Education & Technology Group Page 8 (EDU US): 1QFY25: In ...

EDU’s 1QFY25 top-line slightly missed expectations. Revenue grew 30% yoy to US$1,435m, slightly missing consensus estimate and previous guidance of 31-34% yoy. Non-GAAP net profit rose 40% yoy to US$265m, above our and consensus estimates, while net margin inched up 1ppt yoy to 18% for 1QFY25. EDU expects 2QFY25 revenue (excluding East Buy) to rise 25-28% yoy to US$851.4m-871.8m, 1-2ppt below expectations. Maintain BUY with a lower target price of US$85.00 (HK$66.00).

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