2 target brands related to ＜Semiconductors of Light＞! NVIDIA is also interested in light for AI high-capacity information processing

As power consumption for information processing increases at an accelerated rate, expectations are growing for processing technology that utilizes “light” rather than “electricity.” $Nippon Telegraph & Telephone (9432.JP)$The next-generation communication platform “IOWN (AION)” concept to increase transmission capacity 125 times that of the conventional oneMajor US semiconductor company $NVIDIA (NVDA.US)$Promote by involving global companies, etc.We are focusing on the development of “semiconductors of light” (photoelectric fusion devices), which is the core technology. Electronic circuits through which electrons pass through are formed in general semiconductors, but in the development of optical semiconductorsAdvanced technology called “silicon photonics” that forms circuits through which light passesis the key point.

◆ $Hamamatsu Photonics KK (6965.JP)$
It is a photomultiplier tube used in semiconductor testing equipment, medical devices, etc., and has a global market share of over 90%. We also manufacture and sell optical semiconductor devices. Consolidated sales for the fiscal year ended 23/9 hit a record high. Consolidated sales for the fiscal year ending 24/9 are expected to increase 1.3% from the previous fiscal year to 224.3 billion yen, and net profit is expected to decrease 14.3% to 36.7 billion yen. The capital adequacy ratio is 79.1% (as of the fiscal year ended 23/9). Stock prices have continued on a downward trend since 23/5, but the 5-day moving average crossed the 25th line in December of the same year, and also surpassed the 75-day line in January this year.The average target stock price for analysts is 7616.67 yen(range: 6200 to 9,000 yen) and closing price from 1/17There is room for growth of 30% or more。

◆ $Dexerials (4980.JP)$
Manufacture and sale of optical materials, electronic materials, etc. for electronics products. In '22Acquired Kyoto Semiconductor, which handles optical semiconductor devices. Consolidated sales for the fiscal year ending March 24 are expected to be 100 billion yen, down 5.8% from the previous fiscal year, and net profit is expected to fall 13% to 18 billion yen. Stock prices are currently being adjusted, but they are maintaining an upward trend. The average target stock price for analysts is 4166.67 yen (range: 3000 to 5300 yen). Overall analyst ratings were 66.67% bullish, 16.67% slightly bullish, and 16.67% bearish.

▼ NTT aims to make IOWN a global standard technology, and in January 2020, the international organization “IOWN Global Forum” was held in the US $Intel (INTC.US)$、 $Sony Group (6758.JP)$along withBased in the USThen it was launched. There are over 100 participating companies, NVIDIA and $Qualcomm (QCOM.US)$, Ericsson, Nokia, $Murata Manufacturing (6981.JP)$、 $Fujitsu (6702.JP)$、 $NEC (6701.JP)$、 $KDDI (9433.JP)$Major names such as are lined up.

▼ According to the press, $Taiwan Semiconductor (TSM.US)$It is said that they have partnered with NVIDIA and Qualcomm to develop cutting-edge silicon photonics to achieve large capacity transmission speeds in AI computing.

▼ $QD Laser (6613.JP)$It was announced on 23/4/17 that it has received an order for 60,000 quantum dot lasers to be mounted on Iocore's silicon photonics chips for optical wiring, which is participating in IOWN.

▼ Centered on the National Institute of Advanced Industrial Science and Technology under the Ministry of Economy, Trade and IndustrySilicon Photonics ConsortiumThe companies participating in $Oki Electric Industry (6703.JP)$、 $Fujikura (5803.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$、 $Sumitomo Electric Industries (5802.JP)$, Fujitsu Optical Components, $Mitsubishi Electric (6503.JP)$、 $Furukawa Electric (5801.JP)$etc.