Tokyo, January 20, 2026, 10:14 JST — Regular session
Renesas Electronics Corp shares gained 33 yen, roughly 1.4%, climbing to 2,355.5 yen in Tokyo on Tuesday. This marked a bounce back from Monday’s finish at 2,322.5 yen. So far, the day’s range for the stock has been between 2,303.0 and 2,355.5 yen. (Investing)
The move follows a rocky start to the week for global markets as investors grapple with renewed trade jitters. U.S. President Donald Trump ramped up tensions by threatening tariffs on several European countries unless the U.S. can buy Greenland. With U.S. cash equities closed Monday for a holiday, futures and offshore trading dictated early market direction. (Reuters)
Tokyo stocks closed down on Monday, weighed by ongoing tariff concerns. The Nikkei dipped 0.65% to 53,583.57, and the Topix edged lower by 0.06% to 3,656.40. (Xinhua News)
Semiconductor stocks remain jittery amid shifts in risk appetite and any news affecting supply chains. Micron Technology announced a letter of intent to acquire Powerchip Semiconductor’s P5 fabrication plant in Taiwan for $1.8 billion. The move aims to boost DRAM production starting in 2027. Micron also ranks among the top three suppliers of high-bandwidth memory (HBM) used in AI servers. Research firm TrendForce noted the acquisition could expand Micron’s capacity for advanced-process DRAM. (Reuters)
Renesas, a major player in Japan’s semiconductor industry, supplies microcontrollers, system-on-chip products, and analog components for automotive and industrial applications. Their offerings cover engine and body control units as well as in-vehicle information systems. (Reuters)
Domestic politics stirred the pot again. On Monday, Prime Minister Sanae Takaichi announced a snap election set for Feb. 8 and vowed to suspend the 8% consumption tax on food for two years. The government estimates this move would slash revenue by 5 trillion yen ($32 billion) annually. This pledge sent the 10-year government bond yield soaring to a 27-year peak earlier in the day. “I am staking my own political future as prime minister on this election,” Takaichi said at a press conference. (Reuters)
Renesas investors now face a key question: can the recent rebound stick without fresh company-specific news? The stock usually moves with overall tech sentiment, but the next move often hinges on management’s updates about customer orders and inventory levels in autos and factory gear.
Trade tensions remain the key risk. Trump’s tariff threat rattled European markets on Monday, sparking renewed talk of retaliation. That raises the odds of another round of risk-off selling, which could drag down exporters and cyclical names in Japan as well. (Reuters)
Renesas said it will report full-year 2025 financial results on Feb. 5. Investors will focus on any updates regarding automotive and industrial demand, as well as the impact of currency fluctuations and trade tensions on customer purchasing behavior. (Renesas)
