Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.
PSA Media & Entertainment: Video Game Industry 2025 Outlook 2025 looks to be a very exciting year for the video games industry in general but especially for the Japanese part of it. On the hardware side, you have the replacement for the Switch, but it will also be interesting to see if the PS5 Pro proves to be more than just a top-of-the-range niche product. However, there is at least as much happening on the software side – arguably more – as most major players have multiple AAA titles to sh...
According to Reuters [19 Nov], Sony is in discussions to buy Japanese publisher Kadokawa. The news sent Kadokawa shares limit up (+23%) to an all-time high. Sony has long been interested in different parts of Kadokawa, and in recent years has formed a capital alliance with Kadokawa to co-develop IP (in conjunction with CyberAgent), as well as taking a stake in FromSoftware. However, the idea that Sony would acquire the whole of Kadokawa is something of a surprise, given the bits-and-pieces natur...
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