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$WISeKey (WKEY.US)$ Is the person who was appointed as Executive Director in 2019, Mr. Katsunori Miyahata, the same person as the newly appointed sea QT Executive Director, Mr. Katsu Miyahata?
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The Bank of Japan will hold a monetary policy decision meeting on the 18th and 19th. The decision will be announced around noon on the 19th, and a press conference by Governor Haruhiko Kuroda is expected to be held in the afternoon. The biggest focus is whether they will proceed with the removal of the negative interest rate policy that has been in place since February 2016.Whether or not the Bank of Japan will proceed with the removal of the negative interest rate policy that has been in place since February 2016.That is the main question.
If the Bank of Japan implements an interest rate hike,It will be the first policy change in 17 years since February 2007.In the first round of collective bargaining on the 15th, which President Ueda called a major point, the spring labor offensive is averaging in the 5% range for the first time in 33 years.In addition, the BOJ is strongly pushing for an interest rate increase.Furthermore, it is highly likely that the BOJ will lift the financial easing measures other than negative interest rates and move towards normalizing its monetary policy.For the stock market, there is also interest in whether the BOJ will stop buying ETFs.In addition, with the successive positive comments from President Ueda, expectations for a rate hike in March have sharply increased.In addition, the BOJ is strongly pushing for an interest rate increase.Furthermore, it is highly likely that the BOJ will lift the financial easing measures other than negative interest rates and move towards normalizing its monetary policy.
For the stock market, there is also interest in whether the BOJ will stop buying ETFs.
At the January decision meeting, there was also an intention to confirm the impact of the Noto Peninsula earthquake, and the monetary easing policy was maintained. On the other hand, among the "main opinions," there were statements such as "the requirements for policy revisions, including the removal of negative interest rates, are being met" and "it is necessary to further deepen the discussion on the exit."
If the Bank of Japan implements an interest rate hike,It will be the first policy change in 17 years since February 2007.In the first round of collective bargaining on the 15th, which President Ueda called a major point, the spring labor offensive is averaging in the 5% range for the first time in 33 years.In addition, the BOJ is strongly pushing for an interest rate increase.Furthermore, it is highly likely that the BOJ will lift the financial easing measures other than negative interest rates and move towards normalizing its monetary policy.For the stock market, there is also interest in whether the BOJ will stop buying ETFs.In addition, with the successive positive comments from President Ueda, expectations for a rate hike in March have sharply increased.In addition, the BOJ is strongly pushing for an interest rate increase.Furthermore, it is highly likely that the BOJ will lift the financial easing measures other than negative interest rates and move towards normalizing its monetary policy.
At the January decision meeting, there was also an intention to confirm the impact of the Noto Peninsula earthquake, and the monetary easing policy was maintained. On the other hand, among the "main opinions," there were statements such as "the requirements for policy revisions, including the removal of negative interest rates, are being met" and "it is necessary to further deepen the discussion on the exit."
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As part of the government's economic measures,A supplementary budget proposal for the fiscal year 2023 that includes support of about 2 trillion yen for strengthening semiconductor production capacity was approved by the Cabinet on the 10th. This represents a 50% increase from the 1.3 trillion yen in the previous fiscal year. It seems that there will be an expansion in the search for related stocks that may benefit.Reported specifics of the support include aiming for the manufacturing of advanced semiconductors
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 ...
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![Which stocks benefit from government support for semiconductors? A supplementary budget proposal for the 2023 fiscal year totaling around 2 trillion yen to strengthen domestic production, including decisions by the Cabinet such as Rapyuta and TSMC.](https://sgsnsimg.moomoo.com/feed_image/181569713/ee1b923562cc30738144489cde27664a.jpg/thumb)
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