#Semiconductor Articles
Articles related to #Semiconductor. Browse market analysis and investment strategy notes by tag.
Changxin Technology to sell on July 16th, one of the largest IPOs in 2026, driven by demand for AI memory and the US-China semiconductor divide
ChangXin Memory Technologies (CXMT), a major Chinese DRAM company, will disclose a letter of intent to invite and issue an IPO on the Science and Tech...
Read articleWho will profit from the NAND flash market in 2026 and eSSD for AI?
In 2026, the NAND flash market is entering a phase where prices and profit margins will be driven by increases in the capacity of enterprise SSDs for...
Read articleInvestment value analysis of Kyushu Passenger Railway (9142): Strengths and risks of JR Kyushu in diverting railway CF to urban development
If you still view JR Kyushu as a "regional railway stock," your reading of the company's financial results may be a little outdated. Looking at the se...
Read articleChangxin 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.
Read articleWhat 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, clouds, terminals and manufactu...
Read articleWhy 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.
Read articleWhat 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 pace.
Read articleWhat 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 fiscal management is shifting its fo...
Read articleThorough 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.
Read articleWhat 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.
Read article10 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, semiconductors, data centers, and cyber defe...
Read article[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 the financial results disclosed o...
Read articleLasertec (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 deterioration in business performance. The m...
Read articleThe 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.
Read articleWill 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. Currently, the focus is on companies tha...
Read articleTSMC'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.
Read articleStructure 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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