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Capital Market Day2026-20260625
摩根士丹利· 2026-06-25 19:14
June 25, 2026 10:24 AM GMT Renesas Electronics (6723) | Japan M Idea Capital Market Day 2026 CEO Shibata emphasized strong near-term demand and expressed confidence in AI Infra & Compute growth and a medium- to long-term recovery in automotive product share. Key Takeaways On June 25, Renesas held its Capital Market Day 2026: Key takeaways from the company's presentations are as follows. State of the company: Renesas views three growth drivers as its "three-stage rocket" to outperform SAM: (1) AI Infra & Com ...