TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical’s AI Data Center Materials Push Altering The Investment Case For Mitsubishi Chemical Group (TSE:4188)?

In December 2025, Boston Materials and Mitsubishi Chemical Group announced a collaboration and investment to develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center applications, supported by Mitsubishi Chemical’s advanced electronic materials supply chain. The partnership, including new semiconductor packaging labs in Asia, reinforces Mitsubishi Chemical Group’s push to become a key advanced material supplier to the...
TSE:6269
TSE:6269Energy Services

Why MODEC (TSE:6269) Is Down 6.8% After Joining the S&P Japan 500 Index – And What's Next

In December 2025, MODEC, Inc. (TSE:6269) was added to the S&P Japan 500 index, marking its inclusion in a major national benchmark. This index addition can materially shape how institutional investors engage with MODEC, as benchmark-tracking funds adjust portfolios to reflect the new constituent. We will examine how MODEC’s inclusion in the S&P Japan 500 could influence its investment narrative and investor engagement going forward. The latest GPUs need a type of rare earth metal called...