日本半导体_消费电子-Investor Presentation_ Japan Semiconductors _ Consumer Electronics

December 29, 2025 06:59 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Investor Presentation | Japan M Foundation Japan Semiconductors / Consumer Electronics Our Top Pick is Panasonic Holdings. Within Consumer Electronics, we are focusing on Panasonic, and within semiconductors, we are paying close attention to Renesas. While both companies have exposure to AI and datacenters, concerns about other businesses have left the stocks undervalued. Japan Semiconductors industry view In-Line: In the semiconductor ...