January 6, 2026 03:32 PM GMT Investor Presentation | Japan M Foundation Electronic Components: Watching End-Product Demand Change/Gap Between Actual Demand and Electronic Component Shipments in 2026 The expanding range of devices leveraging AI computing is driving demand for high-performance electronic components. However, we also expect valuations and the sustainability of EPS growth to come under scrutiny, and thus maintain our industry view at In-Line. Key Takeaways Morgan Stanley MUFG Securities Co., Lt ...