量子コンピューター関連の高成長２銘柄！生成AIにも本格活用へ、米エヌビディアも量子コンピューティングに注力

Domestic companies are putting full effort into the development of the next-generation high-speed computing machine, quantum computers.Although only a handful of quantum computers have been commercialized, they are capable of processing large amounts of information quickly.Machine learning in AI (Artificial Intelligence)、Drug discovery and material development、Financial、Cryptographyusage in fields such as this is strongly expected. The US semiconductor giant $NVIDIA (NVDA.US)$Also,quantum computing to support artificial intelligence developmentis focusing on this area.

Global development competition is intensifying
In overseas, Google in the US and $IBM Corp (IBM.US)$, as well as Canada's D-Wave Systems, $SoftBank Group (9984.JP)$Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others. $IonQ Inc (IONQ.US)$Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others. $Fujitsu (6702.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others.Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others.Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others.Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others.Companies that are taking the lead in commercialization, such as investing in the United States, are standing out. In February of this year, Nvidia announced the supercomputer Eos capable of simulating quantum computers. In Japan, the first domestically produced quantum computer went into operation in March 2023, led by the RIKEN Institute for Physical and Chemical Research and others. $Hitachi (6501.JP)$、 $NEC (6701.JP)$、 $Hamamatsu Photonics KK (6965.JP)$Scheduled to be established by various entities such as.

◆ $Fixstars (3687.JP)$
Listed on the main board. A software company with strengths in high-speed program acceleration technology. Expanding AI code review technology and quantum-related businesses. Collaborating with Canada's quantum computer development company D-Wave Systems. Compatible with various hardware such as D-Wave, IBM, and nvidia.Providing quantum computing cloud services.。
Continuously updating its highest net profit, with a 13.7% increase in revenue forecast for the September 2024 fiscal year, reaching 8 billion yen.8 billion yen, which is a 13.7% increase from the previous period.8 billion yen,The net profit growth rate is expected to increase by 7.1%.of 2.9 billion yena 121.8% increaseand the EPS (earnings per share) annual growth rate is34.2%, and the annual revenue growth rate is11.5％. PE is 25.6 times50.3 timesAnalyst coverage is limited, with domestic securities rating the target stock price at ¥2400 as "Outperform" at the end of February.

◆ $Intelligent Wave (4847.JP)$
An IT company listed on the main board. Leading in card payment systems. A subsidiary of Dai Nippon Printing. Equipped with large-capacity memory that enables quantum software development and simulation.Offers the quantum simulator "Atos QLM"Adopted in public sectors, pharmaceuticals, manufacturing, energy, and finance in various countries around the world. For example, in the financial sector, it mentions trading strategies, portfolio optimization, and market forecasting.
Continuously updating the highest net profit, for the period ending in June 2024.The revenue estimate is expected to increase by 12.2% compared to the previous period.15 billion yen.Net profit is expected to increase by 36.5%, reaching 1.590 billion yen.ROE is13.8％EPS annual growth rate10.4％The annual sales growth rate is16.4％. PE is 25.6 times.Coverage, with only domestic securities issuing a 'buy' rating at a target price of 1200 yen in early February.

Other hot stocks include
Listed on the growth market $HPC Systems (6597.JP)$did not meet the criteria for EPS growth rate, but the annual revenue growth rate was 47%and remarkably high. In addition to high-performance computers and software programs,it provides cloud service "Qamuy" for quantum chemical calculations using quantum algorithms.It is also an elite partner company of Nvidia, developing its own AI large-scale language model (LLM)and supplying Nvidia products for that purpose. $CyberAgent (4751.JP)$In addition, while the market capitalization has not reached 10 billion yen, it has fulfilled other conditions as well, just like other growth market listings.
In addition, although the market capitalization has not reached 10 billion yen, it has met the other conditions as well, being a growth listed company. $Fusic (5256.JP)$（フュージック）だ。23年3月に上場したITサービス会社で、クラウド型のウェブシステムやAIシステム開発などを手掛ける。フィックスターズとパートナー契約を締結しており、EPSの年間成長率は118.4％増と高い。24年6月期の売上高予想は前期比18.6％増の1.8 billion円、純利益予想は29.4％増の0.1 billion30 million円。

量子センシングなどのテーマも
In quantum technology, in addition to quantum computers,quantum encryption、quantum internet、quantum materials、quantum sensingThemes such as these are also attracting high interest. At the end of 2023, the Kyoto University consortium "KU-PhotoniQS" aiming for the social implementation of optical quantum sensing, considered the field closest to the practical application of quantum technology, was established. The core members are $Shimadzu (7701.JP)$. General members include $Tokyo Electron (8035.JP)$、 $Screen Holdings (7735.JP)$、 $Ricoh (7752.JP)$、 $Horiba (6856.JP)$. The world's only mass production technology for "quantum dot lasers" is held by $QD Laser (6613.JP)$, and high-tech equipment manufacturers specializing in quantum and optical fields like $Oxide (6521.JP)$are all in the red, but they are also highly regarded as niche companies in the semiconductor sector.