3 brands that are attracting attention for their “chiplet technology,” the key to semiconductor evolution! Is there also a possibility that the power chart will completely change?

moomooニュース日本株 wrote a column · Jan 10 01:01

As the miniaturization of semiconductors is reaching its limit, instead of packing many functions into one chip,Chiplet integration technology for connecting and operating multiple small semiconductor chips is attracting attention.The same technology is based on the advantage that the defective product rate is improved by reducing the area of one chipThere is also a view that there is a possibility that it will completely change the industry power chart. Globally, rice $Intel (INTC.US)$and Google, $Microsoft (MSFT.US)$Ten companies, etc., collaborated on chiplet technology. In Japan, Tokyo Institute of Technology and dozens of private companies will participate”Chiplet Integrated Platform Consortium” was launched in '22.

Aoi Electronics has the strongest buying momentum among listed companies participating in the above consortium (RSI as of the 10th: parameter 14 days)
◆ $AOI ELECTRONICS (6832.JP)$
An independent electronic component manufacturer in Takamatsu City, Kagawa Prefecture. Listed on the Tokyo Stock Exchange Standard Market. Our main focus is semiconductor integrated circuit assembly and inspection contracts. It has high technical capabilities and is regarded as the last semiconductor post-processing operator in Japan that has escaped acquisition from overseas companies. Consolidated net profit and loss for the fiscal year ending 24/3 is expected to be in deficit of 930 million yen due to the effects of the slump in the Chinese economy. Mid-December '23, major asset management companySchroder Investment ManagementStock prices skyrocketed due to the fact that the company's shareholding ratio increased from 5.18% to 6.50%, and Prime Minister Kishida mentioned Aoi Electronics' semiconductor investment at the “Public-Private Partnership Forum for Domestic Investment Expansion” held by gathering key cabinet ministers and public-private sector representatives on the 21st of the same month.

3 brands that are attracting attention for their “chiplet technology,” the key to semiconductor evolution! Is there also a possibility that the power chart will...

Although they are not participating in the above consortiums, Socionext and TOWA also have a high level of market attention due to their high return on equity (ROE)
・Fabless semiconductor design $Socionext (6526.JP)$Is the largest semiconductor contract manufacturer $Taiwan Semiconductor (TSM.US)$TSMC, English in the development of cutting-edge CPU (central processing unit) chiplets $Arm Holdings (ARM.US)$It was announced that they will collaborate with both companies, and they are aiming to provide samples for the first half of '25. The average target stock price for analysts is 3233.33 yen. Stock prices had risen rapidly since early spring last year, but they were major shareholders when the lock-up period after the IPO ended $Fujitsu (6702.JP)$Ya $Panasonic Holdings (6752.JP)$etc. moved to be sold, and the downward trend continued.

・We handle semiconductor manufacturing equipment $Towa (6315.JP)$It is a molding (resin sealing) device used in chiplet integration and holds 70% of the global market share. Stock prices have maintained an upward trend. Products for personal computers and smart phones are not performing well, and consolidated financial results for the fiscal year ending 24/3 are expected to decline in sales and profit. The average target stock price for analysts is 7650.00 yen.