U.S. Autos & Auto Parts — Japan Follow-Up: Latest Thoughts on U.S. Industry Implication

DOWNGRADEBased on our latest conversations with companies and industry contacts, we provide follow-up thoughts on potential industry implications from the very tragic events in Japan. We note that the unfolding situation remains fluid. See also:  Taiwan Semiconductors: Application Processor Operations Likely to Be Halted

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