#Semiconductor stocks Articles
Articles related to #Semiconductor stocks. Browse market analysis and investment strategy notes by tag.
Read Kioxia's sudden rise and fall in terms of supply and demand | Bain sale, stock split, margin trading
Kioxia Holdings has seen a series of declines in the ownership ratio of Bain Capital shareholders, increases in investment units, and stock splits int...
Read articleOpenAI significantly lowers GPT-5.6 price - Will it be a tailwind for AI-related stocks?
OpenAI reduced the price of GPT-5.6 Luna by 80% and Terra by 20% on July 30, 2026 US time. Luna's API price is $0.20 for input and $1.20 for output pe...
Read articleWhy Japanese semiconductor stocks are being sold as Korean stocks plummet | Read about AI memory and global capital circulation
If South Korean semiconductor stocks collapse, Japanese semiconductor manufacturing equipment and materials stocks will also be sold. The reason is no...
Read articleNot 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...
Read articleWhy 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 (...
Read articleRead 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...
Read articleJapan 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.
Read articleWhy 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.
Read articleAI 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...
Read article