Unloved Japan Roundup: Rohm, Honda, Aisin, Jtekt
New product launches could be the start of a deluge of Silicon carbide-based chips that improve performance and reduce costs of high-powered...
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Rohm (6963): Search for the Bottom
Growth of production less growth of inventory turned positive last September, which could lead to an upturn in Rohm’s sales by the third quarter. ...
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Rohm (6963 JP): Negative Scenario Discounted
A 43% decline from its 52-week high has largely discounted the collapse of earnings. This year's guidance is "severe" and projected valuations for...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Rohm (6963 JP): Quantum Process Optimization
Work with Quanmatic to improve electrical die sorting efficiency by several percent. Buy for growth driven by power semiconductors for EVs and...
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