#Semiconductor Articles
Articles related to #Semiconductor. Browse market analysis and investment strategy notes by tag.
Changxin Technology (CXMT) IPO analysis | How is the favorite for domestic production of DRAM in China evaluated as an A share?
The IPO of ChangXin Memory Technologies (CXMT) is a symbolic deal for the Chinese semiconductor industry.
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What is the AI/Semiconductor boom? Growth Theme Investment
AI/Semiconductor boom is not just a trendy language, it is a big investment theme that extends to data centers, power,...
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Why semiconductor stock is strong in AI boom: Explanation for market structure beginners
The AI boom makes it easy to see semiconductors because it requires a lot of computing resources to move AI.
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What is Moore Law? Basics of semiconductors that understand the era of AI
The law of Moore is the rule of thumb that the number of implants accumulated in semiconductors will grow at a certain...
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What will change under the Basic Policy 2026 | How to read policy money directed toward electricity, semiconductors, and infrastructure
Judging from the Economic and Fiscal Policy Council materials as of May 2026, the Takauchi Cabinet's economic and fisc...
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Thorough explanation of the world's top 10 semiconductor companies | Who will win in the AI era?
The AI revolution is bringing the global semiconductor market to a historic turning point.
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Why did Kioxia stock soar? Scenario for the second half of 2026 based on AI demand, Nikkei 225 adoption, and ADS listing preparations
Kioxia Holdings (285A) is attracting a lot of attention in the market due to demand for AI data centers, improving NAN...
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What is Edge AI? Explanation of differences with cloud AI for beginners
Edge AI is a technology to process AI in a location close to the terminal and the field rather than the Cloud.
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10 AI-related stocks to watch in 2026 | Focus on the “implementation layer” where Japanese stocks are strong
The AI market in 2026 will expand from the stage of generative AI apps and chatbots to robots, factories, semiconducto...
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[5/13 financial results reconstruction] Semiconductor-related: Read 5 companies with increased sales and profits
We extracted stocks related to semiconductor equipment, inspection, mounting boards, and related infrastructure from t...
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Lasertec (6920) continues to adjust as expectations decline, recovery of orders is the main focus
As of May 2026, Lasertec's stock price is likely to decline due to "expectation adjustment" rather than a deterioratio...
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The world after “Mythos Shock” | The end of the AI bubble and the beginning of “defense infrastructure capitalism”
The AI market in 2026 has reached a turning point.
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Will the AI bubble continue? Read Japanese stock AI market prices at Tokyo Electron, Fujikura, and Advantest
The AI market in 2026 will have a similar frenzy to the IT bubble of 2000, but its essence will be different. Currentl...
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TSMC's strength is its AI manufacturing base, but its limitations are physical constraints
TSMC continues to see increases in sales and profits backed by AI demand.
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Structure of the AI calculation chip market and 5 points to note
AI calculation chips are an important technology that is at the core of the generative AI boom.
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