As part of a major restructuring of its chip business, Hitachi Ltd has announced plans to set up a new company to focus on general-purpose semiconductors The new general-purpose chip company will be ...
I reiterate my strong buy on Hitachi, driven by its restructuring and exposure to energy transition and digital transformation themes. 1Q25 earnings were mixed: strong power grids offset by DSS ...
A strong transmission cycle is driving demand, but after steep gains, future returns will hinge on order wins and margin ...
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