Japan’s market surged after Prime Minister Sanae Takaichi’s landslide election win, reigniting a “Takaichi trade” that lifted tech and semiconductor-linked names. One standout was Advantest, the chip-testing equipment giant, which has also been delivering strong fundamentals as AI data-centre spending drives demand for advanced chip testing.

In this episode, Dan Koh and Ryan Huang unpack why the election mattered for markets, what Advantest just reported, the latest guidance upgrades, and why investors are watching capex-driven AI demand so closely right now.