Primer: Shin Etsu Chemical (4063 JP) - Oct 2025
Shin Etsu Chemical is a global leader in polyvinyl chloride (PVC) and semiconductor silicon wafers, granting it significant market influence...
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Japan Morning Connection: SEI Well Placed as META Names It a Direct Supplier for Iris AI Chips
​Optical/cable makers set to recover on Meta news, Micron's increased capex to benefit memory plays, Sumco and Shin Etsu set to follow European...
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Japan Morning Connection: Cable and Optical Laggards in Focus as AI Strength Returns
Cable laggards SEI and Furukawa worth watching as AI strength returns. Softbank looks set to rebound on ARM's surge. Chiyoda looks well placed as...
128 Views
Silicon Wafer Suppliers: China's Localisation Drive Is Emerging As A Market Share Risk
China's wafer localisation drive is accelerating, but Shin-Etsu and SUMCO remain protected by qualification barriers, technology leadership and...
143 Views
Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement
Space names Axelspace, QPS, Synspective and Astroscale all sold off Friday on Blue Origin explosion but unlikely to wallow long with SpaceX IPO...
159 Views