Shin-Etsu Chemical 4063, Disco 6146 等の半導体素材 + 装置メーカー
Every time I pull up Advantest’s Japanese-language IR briefing slides — the ones that never get fully translated for English-speaking investors — I’m struck by how much management reveals in the Q&A that the press releases quietly omit: order backlog composition, capacity utilisation commentary, and which chipmaker segments are accelerating. That granularity is exactly why … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥185 billion in operating income. A 42.3% operating margin. A record ¥505 dividend per share. Disco Corp. (6146) just posted its sixth consecutive period of record-high profit — and almost no US dividend investor is talking … Read more
Annual dividend per share (JPY) — source: TSE company IR filings Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Japan’s METI semiconductor strategy document runs to hundreds of pages — but the defining phrase is economic security (経済安全保障): economic security. That framing makes this … Read more
