日本电子元件_半导体：亚洲投资者调研 -Japan Electronic Components_Semiconductors_ Asia investor visit_ Discussions focused on Murata, Renesas, and Nidec

23 January 2026 | 4:05PM JST Equity Research Japan Electronic Components/Semiconductors: Asia investor visit: Discussions focused on Murata, Renesas, and Nidec We visited Asia (Hong Kong) from January 19-22 and held around 30 investor meetings. Our overall impression is that investors are taking an increasingly cautious view on the impact of production constraints for smartphones/PCs due to memory shortages. We also sensed that rather than comparing smartphone-related stocks (e.g., Murata Mfg. > TDK), there ...