Primer: Shibaura Mechatronics (6590 JP) - Aug 2026
Shibaura Mechatronics is uniquely positioned as a comprehensive equipment provider for both the front-end and back-end processes in the...
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Japan Morning Connection: NVDA Disappoints
NVDA disappoints market, setting weak tone for Japanese tech names. Shiseido faces further earnings downside. Market pivots to value and domestic...
604 Views
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%...
122 Views
Japan Morning Connection: Broadening AI Rally Should Increase Photonics and Glass Substrate Focus
Japanese SPEs continue to benefit from Korean tailwinds while photonics and glass substrate names should be increasingly back on the menu as...
131 Views
Japan Morning Connection: Memory-Exposed SPEs Primed to Rally on South Korean Semi Investment
Japanese SPEs with memory exposure set for a quarter-end rally. Furukawa and SEI in focus after Corning's breakout. Telcos face headwinds from new...
151 Views