Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

<h2>The Story</h2><p>The morning of November 18th in Japan brought a tidbit in the Yomiuri newspaper that Sharp had decided on a plan to have its 17,436 employees (as of the end of September) - everyone from the rank and file to the C-suite - buy Sharp-manufactured goods to the tune of 50-200,000 yen per person by January 29, 2016. </p><p>Directors are being 'asked' to spend 200,000 yen apiece, management employees 100,000 yen each, and rank-and-file employees 50,000 yen each purchasing Sharp-branded goods on a…</p>

The StoryThe morning of November 18th in Japan brought a tidbit in the Yomiuri newspaper that Sharp had decided on a plan to have its 17,436 employees (as of the end of September) - everyone from the rank and file to the C-suite - buy Sharp-manufactured goods to the tune of 50-200,000 yen per person by January 29, 2016. Directors are being 'asked' to spend 200,000 yen apiece, management employees 100,000 yen each, and rank-and-file employees 50,000 yen each purchasing Sharp-branded goods on a…

Sharp: Reminders of Sanyo (And that Didn't End Well)

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>The SIA commented today on the impact to US semiconductor makers of sanctions against Russia</li>
<li>Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales</li>
<li>The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk</li>
</ul>


The SIA commented today on the impact to US semiconductor makers of sanctions against Russia
Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales
The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk


Japan

Fujitsu Ltd manufactures semiconductor, computer, and communication equipment. The Company provides comprehensive information technology, network and telecommunication solutions, and Internet services.

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Fujitsu Ltd (6702 JP)

Sharp: Reminders of Sanyo (And that Didn't End Well)

The StoryThe morning of November 18th in Japan brought a tidbit in the Yomiuri newspaper that Sharp had decided on a plan to have its 17,436...

Travis Lundy

Ukraine Invasion's Semiconductor Impact

How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...

Jim Handy

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