Japan firms' FY 2025 net profit to fall on US tariffs, 1st drop in 6 yrs https://t.co/iotLScxUkS
ミネベア会長、芝浦電子M&A「一生一度の機会」 ヤゲオは期限延長 https://t.co/kn3gVphzyQ
日本のGDP、0.4％下げ 米半導体関税300％の場合◆野村総研試算 https://t.co/7ilpRHeCV8 米国に輸入される半導体に対し関税率300％が課された場合、日本の国内総生産（GDP）が1年間で最大0.42％押し下げられるとの試算を、野村総合研究所の木内登英エグゼクティブ・エコノミストが18日、示しました。
Minebea Mitsumi is likely making its final offer in the months-long takeover battle for Japanese sensor maker Shibaura Electronics, with the company’s CEO stating that the tender offer price represents the maximum reasonable amount. Taiwanese company Yageo is considering changing the terms of its tender offer for Shibaura Electronics following Minebea Mitsumi's price increase, and has extended the deadline for its offer. Meanwhile, Tokyo Electron's stock price declined amid concerns over U.S. semiconductor tariffs, which could reach 200% to 300%. According to a Nomura Research Institute estimate, a 300% tariff on semiconductors imported into the U.S. could reduce Japan's GDP by up to 0.42% over one year. This tariff environment is expected to cause Japanese firms’ net profits for fiscal year 2025 to fall, marking the first decline in six years.
