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Iran resumes ballistic missile production.
[Defense] It has been reported that, according to U.S. and Middle Eastern officials, Iran is resuming production of ballistic missiles at underground facilities, using components it had stockpiled.
Sanden, Panasonic HD, and others
*Sanden Converts its Shanghai development base into a wholly owned subsidiary, targeting new-energy vehicles (Nikkan Kogyo, front page) - ○*Panasonic HD , Panasonic Energy, begins development of
Iran launches second wave of attacks on U.S. Navy vessels.
[Defense] According to U.S. officials, Iran carried out an attack on U.S. Navy vessels on the 7th, although the U.S. military has not yet acknowledged this, reports indicate. Prior to this attack, ballistic missiles were launched against an aircraft carrier and a missile destroyer over the previous weekend. While no damage was reported to U.S. ships, U.S. officials stated that the Iranian military is reportedly using more advanced weapons as it has recently repeated attempts to target U.S. Navy assets. <278A> Terra Drone
Nomura Technology Monthly Report: AI Investment Drives Tighter Supply and Demand; Strong Profitability in Japan’s Electronics Industry
Key Takeaways: Demand for AI-driven infrastructure and data centers remains robust, leading to widespread tightening across the supply chain. Q1 2026 earnings reports indicate that performance in AI-driven sectors, such as power infrastructure and data centers, has further strengthened, in line with expectations. The emergence of open-source large AI models in China has intensified competition with frontier models, but this has instead boosted demand for computing power. Although the surge in semiconductor memory prices raised concerns about a chain reaction affecting other product prices, results show that companies have only raised prices sufficiently to cover increased costs, without causing excessive inflation. It is now time to focus on the actual impact of AI.
Amami Oshima Faces Successive Approaches by Chinese Vessels
[Defense] Reports indicate that Chinese naval vessels, including missile destroyers, frigates, and intelligence gathering ships, have been repeatedly passing through or approaching the waters around Amami Oshima in Kagoshima Prefecture, rapidly heightening security concerns among local residents and municipal authorities. Monitoring activities by the Ministry of Defense appear to have confirmed that Chinese destroyers have transited the strait at least ten times in 2026 alone. <278A> Terra Drone <6701> NEC <7011> Mitsubishi Heavy Industries
Switchgear Market Worth $152.98 Billion by 2031 | MarketsandMarkets
DELRAY BEACH, Fla., Sept. 4, 2026 /PRNewswire/ -- According to MarketsandMarkets, the global Switchgear Market size is projected to grow from USD 110.17 billion in 2026 to USD 152.98 billion by 2031