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What smart money is saying about RenesasJapan flag

6723.T · Technology · Semiconductors · Market cap $33.74B

1 fund in our archive has pitched Renesas — most recently Buffalo Funds International Fund in September 2026.

Company profile

Renesas Electronics Corporation engages in the design, research, development, manufacturing, sale, and service of semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally. The company operates through Automotive Business and Industrial/Infrastructure/IoT Business segments. It offers microcontrollers and microprocessors; amplifiers, audio and video, data converters, power line communication, and switches and multiplexer products; custom ASICS and processor IP solutions; automotive products; and specific clocks, clock distribution and generation, jitter attenuators with frequency translation, and crystal oscillators. The company also provides buffers, AS interface, data communication ICs, haptic drivers, logic level signal translators, memory interface products, optical interconnect, photocouplers, physical layer products, power line communications, transceivers, telecom interface products, USB products, and VME; and bus switches, embedded host bridges, FIFO products, memory interface products, multi-port memory, non-volatile memory, SRAMs, and standard logic. In addition, it offers power discrete products, converters, battery management ICs, power modules, FET drivers, LED drivers, linear regulators, motor drivers, PMICs, multi-phase power, power supply support, power devices, solid state lightning, and USB-C power; programmable logic products; and inductive position sensors, optical sensors, sensor signal conditioners, and automotive sensors. Further, the company provides space and harsh environment products, including Hi-Rel analog, data converters, digital, interface, power discrete, power management, and RF; and wireless connectivity products comprising Bluetooth Low Energy, DECT, NFC, sub-GHz/Wi-SUN transceivers, Wi-Fi MCUs, Wi-Fi networking, and wireless audio. Renesas Electronics Corporation was incorporated in 2002 and is headquartered in Tokyo, Japan.

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2
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Every position in Renesas on record in the archive was reported in Q3 2026, across 2 fund letters — 1 trimmed or exited.

Fund letters reporting a position in Renesas, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262011

Fund activity · 2 positions · 1 move

  • HoldsMatthews Japan Fund
    September 2026
    “Renesas Electronics, a supplier of automotive and industrial semiconductors, declined -29% and was also a detractor amid continued uncertainty in automotive and industrial end markets.”
    Renesas
  • “TOP DETRACTORS Top detractors in the quarter were semiconductor companies affected by the unwinding of the momentum AI trade. SK hynix, the Korean memory semiconductor company, suffered disproportionally in July due to the unwinding of leveraged ETF trades that amplified the stock’s decline. Though earnings were excellent, they were modestly below what the market expected, and concerns around Samsung’s progress in HBM and competition from Chinese producer CXMT also weighed on sentiment. The decline for Renesas was also overwhelmingly an industry-wide move, as the Global X Japan Semiconductor ETF pullback nearly 20% over the same period, as a broad AI-boom-to-bust rotation hammered Japanese chip companies.”
    Renesas

Fund coverage · 1 thesis

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