Japan Morning Connection: Memory Names Set for a Tough Session After Sandisk, WD Earnings Disappoint
Kioxia, Minebea Misumi, and Hoya may have a rough open due to missed expectations from Sandisk and WD, while US polysilicon tariffs shouldn't be a...
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Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks
Heavily sold AI plays such as Ibiden, Advantest and Kokusai, look likely to continue higher despite the missed US tape given the more constructive...
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Japan Morning Connection: Risk-On Mood May Return as Red Sea Tensions Ease
Ibiden and TEL may be worth revisiting after Friday's overreaction, while memory SPE names Kokusai and Micronics could see support from CXMT's...
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Japan Morning Connection: SPE and Memory Rebound Set to Build After Strong US Follow Through
SPE and memory rebound set to kick up a notch in Japan after the strong US follow through overnight, with MTD laggards like Kioxia still down 32%...
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Japan Morning Connection: AI Setup Remains Tepid but Kioxia May Catch a Bid with CXMT Oversubscribed
Kioxia may catch a bid on CXMT's oversubscribed IPO. TEL, Lasertec and Screen worth watching this week ahead of Intel earnings. Optical names may...
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