Primer: NEC Corp (6701 JP) - Sep 2025
NEC is strategically focused on high-growth areas including Digital Government/Finance, Global 5G, and Core DX, as outlined in its 'Mid-term...
171 Views
NTT DATA (9613 JP): NTT (9432 JP) Tender Offer at JPY4,000
While below the midpoint of the target IFA’s DCF valuation, the offer represents an all-time high and is attractive compared to historical trading...
2.1k Views
Japan's Semiconductor Gamble: Can Rapidus Challenge TSMC?
​Japan's Rapidus aims to boost country's semiconductor industry, but faces significant challenges in catching up to TSMC's advanced nodes and cost...
720 Views
Japan CorpGovReports: TSE "Mgmt Conscious of Capital Cost/Stock Price" Details (Feb25), TSE Updates
Every month the TSE provides a list of companies which have "Action To Implement Management Consciousness of Share Price/Cost of Capital." We do...
536 Views
TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC's 2nm Market? We Think It's Too Early to Say.
​Joining an advanced semi manufacturing camp could be a lucrative opportunity with fewer competitors, as Rapidus works on licensing IBM's 2nm GAA...
825 Views