By Rodrick Makahamadze
Summary
The rise in smartphones and motor vehicles competing for the best optics has seen the electronics giant more than doubling its capital spending on the business to $2.6 billion (JPY 280 billion) in 2019. Sony (SNE) is also building a new plant in Nagasaki that will come online in April 2021. The company has sound financials with a great track record of growth, and our analysis indicates a potential upside for the stock.
Semiconductors: The ACE in Sony's hand
Source: Sony Corporation
Opportunity Summary
The prospects from the semiconductor unit have