TOKYO, Feb 2, 2026, 09:25 JST — Regular session
- Renesas shares dropped roughly 1.2% to 2,546 yen in early trading
- Renesas is set to release its full-year results on Feb. 5, drawing investor attention.
- Yen regains attention as Japan’s Feb. 8 election approaches
Renesas Electronics Corp (6723.T) saw its shares drop 1.2% to 2,546 yen in early Monday trading, slipping 30 yen from Friday’s close of 2,576 yen. The stock has moved within a range of 2,504.5 to 2,553.0 so far, while its 52-week range stands between 1,320.0 and 2,750.0. Meanwhile, peer Advantest fell 0.5%. (Investing)
Renesas is set to release its full-year 2025 results on Feb. 5, a key date as its stock approaches the top of its one-year trading range. The chipmaker has confirmed it won’t provide any commentary before then. (Renesas Electronics)
Traders have a clear focus: it’s all about the numbers and the tone. They’re watching to see if demand stays strong heading into 2026, and just how much of the gains come from currency shifts rather than volume.
The yen slipped again early this week, a move that typically hits Japan’s export-driven stocks. It dropped 0.4% to 155.39 per dollar after Prime Minister Sanae Takaichi praised the upside of a weaker yen in a campaign speech, Reuters reported. “The February 8 snap election is likely to be the next key local catalyst for the yen,” said IG market analyst Tony Sycamore. (Reuters)
Politics is baked into the price as well. Former top Japanese currency diplomat Hiroshi Watanabe told Reuters that markets are “right at the edge” amid investor caution over the risk of looser fiscal policy and additional tax relief, factors that could spark renewed volatility in bonds and the yen. (Reuters)
Renesas, a semiconductor company headquartered in Japan, has significant ties to the automotive and industrial sectors. Its product lineup includes microcontrollers—chips designed for core control tasks—plus system-on-chip devices that integrate several functions on a single chip, as well as analog and power semiconductors. (FT Markets)
The company remains vulnerable to fluctuations in car production, factory investments, and changes in customer inventory. Additionally, a weaker yen can boost reported overseas sales when converted back into yen, even if the actual unit demand stays flat.
Investors are tuning in to how management describes orders for the first half and if pricing remains steady. They’re also on the lookout for hints of a slowdown in currency-driven gains or signs that stronger end-demand is taking over.
Still, the stock could turn sharply lower. A cautious forecast, weaker margins, or a quick yen rebound might spook investors—especially with jitters already high around domestic politics and interest rates.
Renesas will release its full-year results on Feb. 5, marking the most significant upcoming catalyst for the stock this week. (Quartr)
