Japanese Semiconductors Stock News

TSE:7267
TSE:7267Auto

How Honda’s North American EV Retreat and Massive Write-Downs Will Impact Honda Motor (TSE:7267) Investors

Earlier in March 2026, Honda Motor Co., Ltd. cut its full-year guidance from an expected operating profit of ¥550.0 billion to an operating loss and cancelled several North American EV programs, including models tied to its Sony Honda Mobility Afeela venture, triggering very large one-off charges of about ¥930.0 billion–¥1.27 trillion. Beyond the immediate hit to earnings, Honda’s move highlights a decisive shift toward hybrids, cost control, and selective electrification after reassessing...
TSE:6723
TSE:6723Semiconductor

Assessing Renesas Electronics (TSE:6723) Valuation As GaN Power Solutions Draw Fresh Market Attention

Renesas Electronics (TSE:6723) has drawn fresh attention after unveiling a bidirectional GaN switch and a higher power GaN based AC/DC platform, moves aimed at next generation solar, data center, EV and fast charging applications. See our latest analysis for Renesas Electronics. The recent GaN product announcements arrive after a mixed price pattern, with a 1 month share price return of 16.64% decline, a 90 day share price return of 12.64%, and a 5 year total shareholder return of 109.80%...