2026 年 3 月亚洲投资者走访反馈：日本电子元件领域动态-Japan Electronic Components Feedback from Asia investor visits March 2026
2026-04-01 09:59
Flash | 31 Mar 2026 08:21:09 ET │ 14 pages Japan Electronic Components Feedback from Asia investor visits (March 2026) CITI'S TAKE We conducted investor visits in Hong Kong for five days from March 23. Key discussion points included: 1) the outlook for end-demand, 2) Rohm tender-offer developments and industry consolidation, and 3) expectations for MLCC price increases. Smartphone demand weakness due to soaring memory prices has already become the consensus, with many investors seeking to identify bottoms f ...