Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.

Hitachi (6501) - MHI Requests US$7 Billion Arbitration Claim as Chancellor Scandal Is Revived

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Event-Driven

Analyst Joel Scheiman commentsNational security concerns have been raised with increasing frequency in cross-border technology acquisitions, even in areas only tangential to semiconductors. Such national security concerns are presumably the reason why no interests in China apparently even entered a bid for Toshiba Memory. Past experience dictates that a bid would have been dismissed out of hand. Interested parties in China would, of course, love to acquire the company. Once the Chinese…

Analyst Joel Scheiman commentsNational security concerns have been raised with increasing frequency in cross-border technology acquisitions, even in areas only tangential to semiconductors. Such national security concerns are presumably the reason why no interests in China apparently even entered a bid for Toshiba Memory. Past experience dictates that a bid would have been dismissed out of hand. Interested parties in China would, of course, love to acquire the company. Once the Chinese…

China Development Bank Intrntnl Invstmnt (1062 HK)

China Can't Bid for Toshiba, so Invests in Its Own 3D NAND – Big Time

Toshiba Corp

China Can't Bid for Toshiba, so Invests in Its Own 3D NAND – Big Time