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Japan’s Macnica Eyes Acquisitions in India, Expands Focus Beyond Semiconductors

-By ArdorComm News Network

Japanese semiconductor distributor Macnica Holdings Inc. is exploring acquisitions in India and other parts of Asia as part of its strategy to strengthen its market position amidst growing competition and industry challenges. The Yokohama-based firm, which holds a 22% share in Japan’s semiconductor distribution market, is looking to diversify into sectors such as cybersecurity, self-driving cars, and healthcare to reduce its heavy reliance on semiconductors, which currently account for 90% of its sales.

Macnica President Kazumasa Hara highlighted the importance of scaling up in growth regions like India, China, and Southeast Asia to navigate the complexities of US-China technological tensions, export controls, and supply chain disruptions. “We need to raise our market share as quickly as possible,” Hara stated, emphasizing the company’s low presence in emerging markets. He also revealed that a billion-dollar acquisition deal in Asia is “very likely.”

In addition to its semiconductor focus, Macnica is eyeing less capital-intensive industries such as cybersecurity. “When you look ahead, that’s one area that will grow,” Hara noted. This pivot aligns with Macnica’s broader goal of mitigating risks associated with its exposure to industrial equipment chips in China, which has contributed to a 40% drop in the company’s stock since February.

Domestically, Macnica aims to achieve a 30% market share by 2030 through organic growth. However, the company is less inclined toward further acquisitions within Japan, having recently purchased Glosel Co.

Macnica’s expansion and diversification efforts underscore the growing need for agility and innovation in the semiconductor industry, as companies adapt to a rapidly evolving technological and geopolitical landscape.

Source: Business Standard

Photo Credit: Business Standard

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