In today’s briefing:
- Ohayo Japan | Markets Resilient; NTT Invests in AV Start-Up
- Semiconductor Events Deserving Your Attention @ 13/11/23
Ohayo Japan | Markets Resilient; NTT Invests in AV Start-Up
- Overseas: SPX +1.6%, Nasdaq +2.2%; All sectors positive as big tech gains
- Today: NKY Futs +1% v cash. JPY 151.5; Shiseido sees weakness in China; TSMC Oct. sales +15%
- JapanX: NTT and Toyota invest in May Mobility, an AV star-tup, signalling a global push for advanced autonomous driving technology and strategic partnerships.
Semiconductor Events Deserving Your Attention @ 13/11/23
- TSMC Reported October revenues of NT$243.20 billion, an increase of 34.8% QoQ and an increase of 15.7% YoY.
- According to IDC, worldwide smartphone shipments amounted to 302.8 million units in Q323, still down 0.1% YoY, but up ~14.1% sequentially.
- Silicon wafer area shipments for Q323 amounted to 3,010 MSI, down 19.5% YoY & down 10% QoQ. Why are wafer shipments declining when key end markets are in recovery mode?
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
