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Business & Industry

Japanese industries, infrastructure, energy, supply chains and business transformation.

TSMC Japan 3nm Fab: Kumamoto's 2028 Plan Explained

TSMC Japan 3nm fab explained: what Kumamoto Fab 2's 2028 plan changes, how its reported capacity differs and what investors should verify next.

Micron Hiroshima Cleanroom: HBM Timeline to 2028

Micron’s Hiroshima cleanroom expansion is real, but equipment move-in is not expected until late 2028. See what that means for future HBM supply.

Amazon Advertising Revenue: $19.8B in Q2 2026 Explained

Amazon advertising revenue reached $19.8B in Q2 2026. See what the disclosed line includes, its sales share, growth rate and why it is not a profit figure.

Oracle RPO: What $638B Means for Cloud Revenue

Oracle RPO explained: how $638B of remaining performance obligations shapes cloud revenue timing, infrastructure funding and Oracle's next results update.

Uber Gross Bookings vs Revenue: Q2 2026 Explained

Uber gross bookings vs revenue: use Q2 2026 figures to see why $58.0 billion of activity became $14.2 billion of reported sales—and what to compare next.

S&P 500 Rebalancing: How It Actually Works

S&P 500 rebalancing explained: learn who can be added, why changes are not a fixed quarterly shuffle, and how the divisor keeps the index continuous.

Fed Balance Sheet 2026: Why Bill Purchases Aren’t QE

Fed balance sheet 2026 explained: why Treasury-bill purchases support ample reserves, how they differ from QE, and which official data to track.

Visa vs Mastercard: Cross-Border Metrics Explained

Visa vs Mastercard cross-border metrics explained: compare the June 2026 figures by currency basis, scope, revenue timing and transaction definitions.

ASML High-NA EUV: Why 0.55 NA Changes Chipmaking

ASML High-NA EUV explained: compare 0.55 NA with NXE, separate R&D tool deployment from factory adoption, and track the production evidence that matters.

Meta Capex 2026: Why $130B–$145B Matters

Meta capex 2026 is guided to $130B–$145B. See the H1 spending bridge, finance-lease commitments, cash-flow context and limits of reading it as a forecast.

UNICON 407A: Daiho Takes 17% Stake and Board Seat

UNICON Holdings' 17% Daiho stake deal cuts its sponsor to 23%. Track the board seat, hidden transfer price and infrastructure alliance execution.

Bull-Dog Sauce 2804: 60% Payout Tests PBR Plan

Bull-Dog Sauce's PBR plan targets a 60% total payout, JPY1.5bn buyback and 8% ROE. See why its 2028 return hurdle remains modest and what to watch.

INPEX Stock Dividend: FY2026 Hike and ¥140bn Buyback

INPEX raised its FY2026 dividend and launched a ¥140 billion buyback. See the new outlook, shareholder return details and key LNG, oil and yen risks.

Japan Cross-Shareholdings 2026: How To Read Policy Shareholding Reductions

A practical 2026 guide to reading Japanese cross-shareholding reductions, policy shareholdings, governance reports and capital allocation.

Japan's Service-Price Data Put Wage Costs Back In Focus

BOJ's June services producer price data show business service costs still rising, making wage-linked pricing a key signal before the July meeting.

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