Japan Research
Japan market intelligence
AI-powered intelligence for Japan markets — Nikkei, BoJ policy, yen flows.
Desks covering Japan
📊 Weekly briefings
All briefings →Aug 31
Japanese Analysis: AI-Semiconductor Rally Not Over Despite Warsh Shock, but Rates in Danger Zone
Japanese equity analysis maintains year-end high prediction for AI-semiconductor stocks despite Warsh sell-off; Apple pitches on-premise AI via Mac Studio as cloud alternative.
Aug 20
26 Degrees Expands Japanese Equity CFDs via Tokyo Stock Exchange Data Deal
26 Degrees launched Japanese single-stock CFDs through a Tokyo Stock Exchange derived-data license.
May 6
Mitsubishi Motors targets 2028 for domestic hybrid vehicle production
The Quick Take * Mitsubishi Motors plans to begin manufacturing hybrid vehicles in Japan by 2028, per Nikkei Asia * No immediate market price reaction data available; stock impact undisclosed in source * No analyst or institutional commentary cited in the single available source * 2028 production timeline signals Mitsubishi's delayed but committed shift toward electrification strategy * Japan's hybrid push has supply-chain implications for Asian component makers and rival automakers global
May 6
Japan's Toto Leverages Ceramics Expertise to Enter AI Semiconductor Space
The Quick Take * Toto, Japan's leading toilet manufacturer, is applying advanced ceramics know-how to AI chip component production * No stock price movement or market reaction data available from the single source article * Story covered exclusively by Nikkei Asia (Tier 1), suggesting early-stage institutional awareness of the pivot * Toto's ceramics-to-semiconductors diversification positions it as a potential supplier in the AI hardware supply chain * Japan's ceramics-based semiconductor
May 6
China's Homegrown AI Expands from Classrooms to Homes
The Quick Take * China is deploying domestically developed AI across education and consumer home sectors, per Nikkei Asia * No specific market price movements cited; story reflects broad strategic AI investment trend in China * No analyst or institutional response data available from the single source article * China's AI ambitions signal continued government-backed push to dominate AI supply chains domestically * China's AI expansion could pressure Asian tech peers in Japan, South Korea,
May 6
Mitsubishi Materials to raise tungsten carbide prices amid China supply squeeze
The Quick Take * Mitsubishi Materials announced a price hike on tungsten carbide products due to tightening China supply * China's export restrictions on critical minerals are reportedly driving the supply crunch for tungsten * No specific percentage price increase or effective date disclosed in available reporting * Further price escalation likely if China maintains or tightens tungsten export controls * Global industrial tooling, semiconductor, and mining sectors face higher input costs
💼 Earnings & corporate
More →Azbil Gold-Sponsors Data Centre World Asia 2026 as AI-Driven DC Buildout Accelerates
Sep 14, 2026
Appier Group Q2 2026 Earnings Presentation Published: AI Marketing SaaS Growth in Focus
Aug 13, 2026
Mitsubishi Heavy Industries Q1 FY2027 Earnings Signal Defense and Energy System Demand Acceleration
Aug 6, 2026
Ushio Inc. Q1 FY2027 Earnings: Specialty Photonic Maker Navigates Semiconductor Demand Cycle
Aug 5, 2026
Takeda Q1 FY2026 Core Revenue Dips 0.5% CER; Pipeline and Launch Updates Signal H2 Recovery
Aug 4, 2026
🏛️ Macro & policy
More →BOJ Policymaker Flags Price Risks That Could Trigger Rapid Rate Hike Path
Sep 10, 2026
Bank of Japan Faces Multi-Front Pressure from Government, Markets, and US Over Normalisation Pace
Aug 8, 2026
Markets Pause After S&P 500's Best 3-Day Stretch in Over a Year; SpaceX Eyes Surpassing Amazon by Market Cap
Jun 16, 2026
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