Japan Tech MLCC Substrates and Power Semis Outlook

Goldman Sachs discusses the current long-term growth cycle in the Japanese electronic components and power semiconductor sectors. The report maintains a bullish stance on several key players and updates ratings for Rohm, Nitto Denko, and JAE.

Key Takeaways

• 1.The sector is in the midst of a cycle potentially among the largest and longest in history.
• 2.Analyst bullish on key electronic component and semiconductor companies, including upgrades and downgrades.

Table of Contents

• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Coverage Universe:
• Global product; distributing entities
• General disclosures

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