Japan Alpha Brief·Oct 2OpenAI Can Design Chips Faster. Now the Bottleneck Moves to the Test Floor.GPT-Synopsys may compress design cycles, but every new AI chip still has to survive probing, packaging and production test — an unusually…
Japan Alpha Brief·Sep 20The Suez Canal Is Reopening. Japan’s Shipping Winner May Be the Least Container-Dependent.Four TSE-listed shipowners share the same container franchise — but their earnings will diverge as shorter routes release capacity.
Japan Alpha Brief·Sep 19Toyota Needs 400,000 Robots. Japan’s Best Automation Stock Is Not the Most Obvious One.A possible ¥1 trillion annual factory overhaul turns physical AI from a demonstration into an earnings test for FANUC, Yaskawa, Harmonic…
Japan Alpha Brief·Sep 16Starbucks Just Put a $3 Billion Price Tag on Japan’s Coffee HabitA possible majority sale reveals why local cafe chains may be more valuable than their mature-market label suggests
Hanzo·Aug 30Auditor Changes at Listed Japanese Companies Fall to 91 in H1 2026, the Second Lowest on RecordDown 42.0% year on year; the Big Four top the outgoing side, with 16 moves each from Big Four to smaller firms and to quasi-large firms
