Daily Brief TMT/Internet: Micron Technology, Taiwan Semiconductor (TSMC) – ADR, Info-Tech Systems, Tokyo Tsushin Inc, DreamArts , YMIRLINK Inc, Logizard, ProjectCompany Inc and more

• Micron delivered a blowout Q4, with $11.3B revenue and $3.03 EPS, led by DRAM’s 27% QoQ growth and an HBM3E run-rate nearing $8B.
• Data centre accounted for 56% of FY2025 sales, driven by LPDDR5 shipments for Nvidia’s GB chips and early HBM4 sampling.
• Management sees 2026 as a tight DRAM supply environment by design, with slower node transitions and deliberate capacity discipline supporting pricing.

• Taiwan Semiconductor (TSMC) – ADR (TSM US) 2Q25 growth likely reaches ~39% YoY with upside risk if 4Q25 outperforms.  
• Apple (AAPL US) remains the anchor customer driving N2 ramp in 2026.
• Since 2nm technology will be widely adopted starting in 2026, revenue growth is projected to be around 25% YoY.  

• Info-Tech Systems is a rapidly growing, profitable provider of cloud-based Human Resource Management (HRM) and accounting software, primarily targeting Small and Medium Enterprises (SMEs) in Southeast Asia.
• The company’s growth is underpinned by the strong digitalization trend among SMEs, supported by government initiatives. Its strategy is focused on geographic expansion from its core Singapore market into Malaysia, Hong Kong, and India.
• While the company boasts a high-margin, recurring revenue model and a debt-free balance sheet, it faces risks from high market concentration in Singapore and increasing competition from larger, established players like Zoho and SAP.

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• On August 14, 2025, Tokyo Communications Group, Inc. (hereafter, the “Company”) announced its H1 FY2025/12 results.
• For the first six months, net sales rose 14.6% YoY to JPY 3,176 mn, EBITDA improved from a JPY 16 mn loss a year earlier to a JPY 320 mn profit, and operating profit moved from a JPY 211 mn loss to a JPY 140 mn profit.
• The streamlining of unprofitable businesses launched in November 2024 marked a turning point, setting off a sharp rebound in results from Q4 of the previous fiscal year as the earnings of core existing businesses steadily recovered. 

Key points (machine generated)

• Dream Arts reported strong interim performance with double-digit revenue growth and increased profits for the period ending December 2025.
• The company aims to exceed 10 billion yen in sales by December 2028, focusing on SaaS products like the no-code tool ‘SmartDB®.’
• With dual headquarters in Tokyo and Hiroshima, Dream Arts promotes co-creation and digitalization, targeting operational personnel without IT expertise.

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Key points (machine generated)

• Ymir Link, listed on the Tokyo Stock Exchange, is expected to achieve record revenue and profit growth by December 2025.
• The company specializes in cloud-based messaging solutions, particularly through its ‘Cuenote’ platform for various sectors.
• With over 90% of revenue from SaaS, Ymir Link benefits from proprietary technology and a strong data analysis team, enhancing its market share.

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Key points (machine generated)

• Logizard, listed on the Tokyo Stock Exchange under ticker 4391, is thriving due to its cloud services for various sectors.
• The company provides inventory management systems like ‘Logizard ZERO’ and ‘Logizard OCE’ aimed at improving efficiency for SMEs.
• With a subscription-based revenue model, cloud services make up 79.2% of sales, projected to grow by 10% for the fiscal year ending June 2025.

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Key points (machine generated)

• Project Holdings is a trading company listed on the Tokyo Stock Exchange Growth Market, focusing on a project-based society in the digital transformation era.
• The company anticipates a return to profit growth by the fiscal year ending December 2025, supported by its three main business segments.
• Project Holdings is implementing a growth strategy with a performance outlook extending to December 2027.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.