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

<p><a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel </a>made two announcements last week, one regarding not using EUV at the 10nm node, the other regarding a foundry deal with ARM to produce ARM processors for licensees. With regards the first, the fact that the shares in <a href="https://www.smartkarma.com/entities/7117" target="_blank" data-smartkarma-citation="entities:7117:1">Nikon</a> didn't move on the news is not necessarily wrong as <a href="https://www.smartkarma.com/entities/21097" target="_blank" data-smartkarma-citation="entities:21097:1">ASML </a>may still get all the business (just in immersion not EUV). However, the lack of response by <a href="https://www.smartkarma.com/entities/315" target="_blank" data-smartkarma-citation="entities:315:1">Softbank</a> shares to the ARM news is more puzzling. The deal turns ARM's main competitor into a service provider, whilst at…</p>

Intel made two announcements last week, one regarding not using EUV at the 10nm node, the other regarding a foundry deal with ARM to produce ARM processors for licensees. With regards the first, the fact that the shares in Nikon didn't move on the news is not necessarily wrong as ASML may still get all the business (just in immersion not EUV). However, the lack of response by Softbank shares to the ARM news is more puzzling. The deal turns ARM's main competitor into a service provider, whilst at…

Softbank: More Good News on the ARM Front, More Evidence of a Market Disconnect

Softbank Group

Softbank: More Good News on the ARM Front, More Evidence of a Market Disconnect