Active Tokyo Growth — Japan Stocks and Corporate Reform

Technology & Innovation

Japanese technology, manufacturing, mobility and digital innovation.

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.

Canon Revenue by Segment: Printing, Cameras and Medical

Canon revenue by segment explained: compare Printing, Imaging, Medical and Industrial sales, profit margins and FY2026 company projections in one guide.

NTT IOWN Explained: Network, Chips and AI

NTT IOWN explained: learn how its optical network, photonics chips and AI platform fit together, what has launched and which targets remain ahead.

Keyence Operating Margin: How to Read 54.0%

Keyence operating margin reached 54.0% in FY2026 Q1. Learn how to separate business-model evidence, foreign-exchange effects and sustainable signals.

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.

Hitachi 6501 Buyback: What ¥550B Means for Dividends

Hitachi 6501’s FY2026 plan targets ¥800 billion in shareholder returns. Separate its ¥550 billion buyback target, authorization and dividend record.

Tokyo Electron Dividend: Why ¥384 Is Not a Full-Year Forecast

Tokyo Electron dividend guide: why FY2027’s ¥384 is an interim forecast, when the annual total is due, and how TEL’s 50% payout policy works.

Arm Royalty Revenue: Why $715M Is an Estimate

Arm royalty revenue explained: reconcile the latest $715M to licence fees, chip shipments and the accrual estimates that can later be adjusted.

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.

Japan Robotics Stocks: FANUC and Yaskawa

Compare FANUC and Yaskawa by business exposure, reporting calendars and official disclosures in this practical Japan robotics stocks research guide.

Japan Robotics Stocks: FANUC and Yaskawa

Compare FANUC and Yaskawa by business exposure, reporting calendars and official disclosures in this practical Japan robotics stocks research guide.

Apple Services Revenue: What $109.2B Includes

Apple Services revenue was $109.2 billion in fiscal 2025. See what it includes, what Apple does not disclose, and how to read its profit role.

Japanese Semiconductor Stocks: A Research Guide

Research Japanese semiconductor stocks by supply-chain role, Tokyo code and official source—then separate equipment, test, memory and materials exposure.

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.

1 2 Next »