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Search is on for the next big electronics stock

Global competition spurs need for better productivity, expanding profit sources

Yaskawa produces its mainstay industrial robotics using robots at its "robot village."

TOKYO -- Yaskawa Electric, which has dazzled investors with its top-notch robotic technology, is symbolic of the rebound in electronics stocks in the Tokyo market.

The Nikkei subindex for the electronics industry has been trading at record highs. In June, the sector benchmark  surpassed levels last seen in December 1999.

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