In today’s briefing:
- Ohayo Japan | Five Weeks of Gains; Komatsu Acquires IVolve
- WSTS Forecasts Semi Revenue Increase of 13.1% In 2024. Seriously?
Ohayo Japan | Five Weeks of Gains; Komatsu Acquires IVolve
- Overseas: SPX +0.6%, Nasdaq +0.3%; Illumina +7%, Microsoft -1%, Intel -2%
- Today: NKY Futs +0.1% v cash. JPY/$146; Kewpie and Ezaki Glico raising prices; Appier helping Nexon
- JapanX: Komatsu Expands Construction Software Arsenal with iVolve Acquisition for Fleet Management Services
WSTS Forecasts Semi Revenue Increase of 13.1% In 2024. Seriously?
- 9.4% semi revenue decline in 2023 seems about right to us
- Forecast of13.1% semi revenue increase in 2024, seems on the high side
- Forecast assumes a ~45% YoY increase in memory revenue. Sanjay will be delighted to hear the good news!
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