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NTN, TDK, and others [List of stock-related news items from newspapers]
*NTN <6472> to begin mass production of corrosion-resistant bearings in China, targeting EV applications by next year (Nikkan Kogyo Shimbun, front page) - ○ *Furukawa Electric <5801> targets ¥200 billion in operating profit from DC-related business by FY2030 (Nikkan Kogyo Shimbun, p. 3) - ○ *Fujikura <5803> forecasts 67% YoY increase in FY2028 operating profit, driven by surging optical fiber demand for data centers (Nikkan Kogyo Shimbun, p. 3) - ○ *Tokyo Century <8439> plans ¥1 trillion investment in data centers, targeting large-scale cloud demand (Nikkan Kogyo Shimbun, p. 4) - ○ *Axelspace Corporation <402A> to launch seven Earth observation satellites
Biometrics as a Service in Medical Devices to Reach $2.7 Billion by 2030, Driven by Remote Patient Monitoring Demand
DAIKOX reported lower revenue for the fiscal year ending March 2026, although both order intake and order backlog remained robust.
On the 15th, DAIKO XTECH <8023> announced its consolidated financial results for the fiscal year ending March 2026. Net sales declined 0.4% year-over-year to ¥42.50 billion, operating income fell 21.0% to ¥19.03 billion, ordinary income decreased 20.2% to ¥19.91 billion, and net income attributable to owners of parent dropped 14.3% to ¥14.42 billion. The company described this period as a 'transformation phase' under its long-term management plan 'CANVAS,' with 'deepening and innovation' as its core policy.'
Anthropic takes the lead in the AI race, surpassing OpenAI.
Anthropic, a U.S.-based company, is reportedly emerging as a leader in the competition for dominance in the artificial intelligence (AI) sector. Supported by accelerated growth and successful fundraising efforts, its valuation is expected to soon surpass that of its competitor, OpenAI. According to the latest data, Anthropic's growth appears to be continuing at a rapid pace. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>
SpaceX and Google are in talks regarding an orbital data center.
In the field of space business, Google is reportedly in talks with SpaceX regarding rocket launch contracts as it expands its unique efforts to develop data centers in Earth's orbit. Elon Musk, CEO of SpaceX, is said to regard the development of space data centers as the company’s next frontier. <7203> Toyota <7721> Tokyo Keiki <2359> Core <3004>
Many of the AI programs that creators rely on are made in China.
Video creators, ranging from Hollywood productions to short videos on social media, are increasingly utilizing AI for content production that previously required large-scale staff. China plays a significant role in this business, with reports indicating that Chinese entities account for seven out of the top ten video generation models on the evaluation platform 'Artificial Analysis.' [6702] Fujitsu
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