Primer: Ulvac Inc (6728 JP) - Aug 2026
ULVAC is a key enabler of the semiconductor and electronics industries, providing essential vacuum technology and equipment. Its growth is...
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Ulvac (6728 JP): Opportunities in Rare Earth Magnets and AI
New orders jumped in the March quarter, pointing to profit recovery in FY Jun-27. Demand from makers of AI semiconductors and rare earth magnets...
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Japan Strategy Weekly | AI Winners Held Hostage to US Bond Yields
Japanese AI winners are enjoying a powerful capex boom, but their valuations are increasingly hostage to US long-term yields and Treasury policy.
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Japan Morning Connection: Hopes of Ceasefire Extension to Lift Sentiment
Japan to play catch up after yesterday's pullbacks with ceasefire extension hopes lifting sentiment. Aixtron's blowout numbers put Ulvac and...
193 Views
Japan Morning Connection: Huge Earnings After Hours All Point to Increased AI Capex Spending
Meta is surging +11% after reporting 1Q sales guidance. Tesla plans to invest $2bn in Musk’s xAI. Expect whole SPE ecosystem in Japan to be sharply...
264 Views