Renesas Electronics Corp

6723: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Tariffs Choke Demand for Autos and Industrials; Cutting Renesas' Fair Value Estimate by 15%

Phelix Lee

Apr 24, 2025

Business Strategy and Outlook

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

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Renesas Electronics Corp

Tariffs Choke Demand for Autos and Industrials; Cutting Renesas' Fair Value Estimate by 15%

Business Strategy and Outlook

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