#Semiconductor stocks Articles

Articles related to #Semiconductor stocks. Browse market analysis and investment strategy notes by tag.

2026-07-07

Not just semiconductor stocks | How far has profit-taking selling in the AI ​​market spread?

In the Tokyo market on July 7, 2026, there was a noticeable decline mainly in semiconductor-related stocks. In the observation memo, stocks close to A...

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2026-07-07

Why were only semiconductor stocks sold and Nintendo bought? | Reasons for the diverging price movements of large stocks

Regarding Japanese stocks on July 7, 2026, there were considerable differences in price movements even for the same large-cap stocks. While Nintendo (...

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2026-07-07

Read the polarization of the semiconductor sector | Reasons for the divergence in price movements of 8035, 6920, and 285A

According to the observation memo as of 9:30 on July 7, 2026, Tokyo Electron (8035) was +520 yen, Lasertec (6920) was -2,140 yen, and Kioxia Holdings...

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2026-06-11

Japan Semiconductor Shock: How to Read the SOX Selloff, Middle East Risk, and Major SQ

Japanese semiconductor-related stocks came under heavy selling pressure on June 11, 2026.

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2026-05-21

Why are Japanese semiconductor stocks making a fuss over NVIDIA financial results | Read the impact on Lasertec (6920)

NVIDIA's financial results for the first quarter of fiscal year 2027 once again far exceeded market expectations.

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2026-04-29

AI market heading to the next phase: Current status of laser tech and semiconductor cycle

The AI market is not collapsing, but is moving into a "selection phase." Due to the slowdown in OpenAI's growth, AI-related investments have shifted t...

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