#Semiconductors Articles

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

2026-06-18

What is an AI bubble? Expectations and risks that investors should know about

An AI bubble refers to a situation in which expectations for artificial intelligence, generative AI, AI semiconductors, data centers, etc. are so stro...

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2026-06-18

What is thematic investing? Explaining the advantages and disadvantages for beginners

Thematic investing is a method of investing that focuses on `social changes'' and `growth fields,'' such as AI, semiconductors, cybersecurity, renewab...

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2026-06-11

What Is the SOX Index? A Beginner's Guide to the Semiconductor Benchmark

The SOX Index, formally the PHLX Semiconductor Sector Index, is a major stock index made up of semiconductor-related companies listed in the U.S. mark...

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2026-06-07

Part 2: Regional Competitive Matrix and Investment Opportunities — Where Foreign Capital Is Likely to Concentrate in Japan

Prev: [Part 1: Foreign Entrepreneurs Reshaping the Japanese Stock Market](/en/strategy/2026/06/07/2026-japan-foreign-entrepreneur-investment-report-01...

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