Independent Insight Provider, Japanese equities, LightStream Research

Scott Foster

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Permanent resident of Japan.

Independent Insight Provider, Japanese equities

Rohm (6963 JP): Government Subsidy for Power Device Project with Toshiba

A Bull Investment Case for TSMC (Summary Version)

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Use of quantum technology expected to improve electrical die sorting (EDS) performance by several percentage points.</li>
<li>Collaboration with Quanmatic aims at full-scale introduction in April, the first month of FY Mar-25. </li>
<li>Buy for long-term growth led by power semiconductors with margin expansion from efficiency gains.</li>
</ul>


Use of quantum technology expected to improve electrical die sorting (EDS) performance by several percentage points.
Collaboration with Quanmatic aims at full-scale introduction in April, the first month of FY Mar-25. 
Buy for long-term growth led by power semiconductors with margin expansion from efficiency gains.


Rohm (6963 JP): Quantum Process Optimization

ROHM Co Ltd

Rohm (6963 JP): Quantum Process Optimization