Bottoming out reversal? Selecting 3 domestic semiconductor stocks! Following Micron's bullish outlook, more than 10% increase, AI revenue expectations reignite.

The toro, a U.S. semiconductor memory maker, following a significantly bullish outlook for its performance for September to November (first quarter), surpassed market expectations, prompting a strong bullish outlook. $Micron Technology (MU.US)$In the Tokyo stock market on the 26th following the significantly bullish outlook on the market performance for September to November (first quarter) after the closing on the 25th of the U.S. marketRe-evaluation buy on semiconductor-related stocks.It contributed significantly to the Nikkei Stock Average. $Tokyo Electron (8035.JP)$isRise by 8%.、 $Disco (6146.JP)$isRise by 9%.Contributing to the substantial increase in the Nikkei Average on the same day.
What contributes to Micron's strong revenue performance is,broadband memory (HBM) used in AI development and operationsThat.Products for 2024 and 2025 have already sold outstating that as the US significantly lowers interest rates and the yen weakens, improving investor sentiment, the expectation of monetizing AI, which was declining, has become a positive factor. Some analysts have expressed that the adjustment of AI semiconductor stocks has been completed.AI semiconductor stocks adjustment has been completedSome voices are also saying that

Several semiconductor-related stocks in the bottom price range related to advanced memory manufacturing jumped to the top of the Tokyo Stock Exchange Prime Market on the 26th.The expectation of a bottoming out reversal is growing, showing a strong increase of more than 10% from the previous day.And what showed a significant increase on the 26th was $Kokusai Electric (6525.JP)$and $Towa (6315.JP)$、 $Micronics Japan (6871.JP)$That.

◆ $Kokusai Electric (6525.JP)$
A major player specializing in film forming equipment for semiconductor manufacturing. Founded from a spin-off business of former Hitachi Kokusai Electric. Strong performance in China, with increased investment in high-performance DRAM by South Korean manufacturers. Shareholding by major shareholder KKR decreased to about 23% due to KKR's sell-off, increasing management independence. About 15% ownership by U.S. Applied Materials, whose previous acquisition of KOKUSAI fell through. While Tokyo Electron and KOKUSAI have a large proportion of revenue from China in equipment stocks, KOKUSAI has a higher rate.High dependence on China in terms of profit margin.The stock price recovery is lagging behind due to concerns about strengthened export regulations from the US government towards China. Consolidated revenue for the fiscal year ending March 2025 is expected to increase by 20.3% to 217.5 billion yen compared to the previous period. Net profit is expected to increase by 29.6% to 29 billion yen. The average target stock price of 4891.11 yen suggests an upward swing of 40.35% from the closing price on the 26th.Growth of 20.3%Anticipated net profit increase of 29 billion yenNet profit increase of 29.6%29 billion yenIndicates an upward swing of 40.35% from the closing price on the 26th, exceeding the average target stock price of 4891.11 yen.Indicates a bullish signal. On the 26th, the trend-following indicator Parabolic shifted to a bullish signal.

◆ $Towa (6315.JP)$
A leading semiconductor manufacturing equipment company in the final process. It holds the world's top market share in molding equipment for sealing chips in resin. Also provides machining cutting equipment. On September 19, JP Morgan Securities reported a large shareholding (5.28%) (with the obligation to report the day of shareholding exceeding 5% being September 13). With a high overseas sales ratio, the recent depreciation of the yen also supports the reassessment of purchases.For the fiscal year ending March 2025, the consolidated revenue increased by 18.9% to 60 billion yen compared to the previous periodIncrease of 37% in net profitto 60 billion yen, with a net profitincrease of 37%Expecting 8.8 billion yen in revenue. The average target stock price of 1450 million yen represents a 70.9% upside from the closing price on the 26th.Suggests a 70.9% upside on the 26th, with Parabolic turning positive and closing above the 25-day line.On the 26th, Parabolic turned positive, closing above the 25-day line.

◆ $Micronics Japan (6871.JP)$
Probe cards, which are semiconductor inspection tools, are the main business and rank third in the world.Expanding rapidly in high-performance memory semiconductors such as HBM.With increased investment in AI servers, factories are operating at full capacity. The new building at the Aomori plant under construction is scheduled to start operations after 2025. The strong performance in AI server-related sales is expected to continue into the December 2025 period. Sales ratio for South Korea is 55%, for Japan is 10.1%, and for Taiwan is 21.9%. Consolidated revenue for the December 2024 period is expected to increase by 43.6% compared to the previous period.43.6% increase for the December 2024 period.The revenue is 55 billion yen, with a net profit of an increase of 101.1%to 8.3 billion yen. The average target stock price of 7033.33 yen suggests an upside of 76.72% from the closing price on the 26th.76.72% upside surpriseindicating.