NVDA
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Rigetti Computing
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Palantir
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Advanced Micro Devices
-- 120.910 Japan is ahead! What are the brands related to “Diamond Semiconductor”? Utilizing “ultimate” performance for practical use in space communication and quantum computer fields
“Diamond semiconductors” expected as next-generation power semiconductorsThe movement towards practical application is attracting attention. Compared to conventional semiconductor materials such as silicon, silicon carbide, gallium nitride, etc., diamond can operate at high temperatures and high voltagesExtremely superior propertiesFrom having”The ultimate semiconductor materialIt is also called”.Energy efficiency and radiation resistanceis also expensive,EV (electric vehicle), quantum computer, aerospace fieldsIt is expected to be used in
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
High cost and difficulty of processing to make substrates and wafers are issues in practical application, but it seems that technological progress in manufacturing and polishing artificial diamonds used as materials will contribute to the solution.Artificial diamonds are cheaper than natural diamonds where child labor and environmental damage are a problemSo, market expansion is also expected from an ESG perspective. Domestic artificial diamond-related stocks are as follows.
◆ $EDP (7794.JP)$
A venture from the National Institute of Advanced Industrial Science and Technology that was listed on the Tokyo Stock Exchange Growth Market in '22.The only manufacturer in Japan of seed crystals, which are the raw materials for artificial diamondsThen, it is sold to overseas artificial gemstone manufacturers, university research institutes, device companies, tool manufacturers, etc. Business performance until the fiscal year ended 23/3 was excellent, but in this fiscal year, exports were suspended from April to June due to the Israeli dispute and Japan's export trade control law revisions.Sales for jewels, which are the main force, have been hit hardI received it. Export permits were obtained from July, and normalized.Rapid growth for devices. The fiscal year ending 2014/3 is expected to be in deficit of 265 million yenStock prices also continue to fall, but the quarterly report predicts a surplus conversion for the fiscal year ending 25/3.On March 22, we released a product suitable for diamond quantum device development.
A venture from the National Institute of Advanced Industrial Science and Technology that was listed on the Tokyo Stock Exchange Growth Market in '22.The only manufacturer in Japan of seed crystals, which are the raw materials for artificial diamondsThen, it is sold to overseas artificial gemstone manufacturers, university research institutes, device companies, tool manufacturers, etc. Business performance until the fiscal year ended 23/3 was excellent, but in this fiscal year, exports were suspended from April to June due to the Israeli dispute and Japan's export trade control law revisions.Sales for jewels, which are the main force, have been hit hardI received it. Export permits were obtained from July, and normalized.Rapid growth for devices. The fiscal year ending 2014/3 is expected to be in deficit of 265 million yenStock prices also continue to fall, but the quarterly report predicts a surplus conversion for the fiscal year ending 25/3.On March 22, we released a product suitable for diamond quantum device development.
◆ $Sumiseki Holdings (1514.JP)$
Listed on the Tokyo Stock Exchange Standard.Diamond Materials, which is under its umbrella, manufactures and sells artificial polycrystalline diamonds for industrial useI will work on it. The product “SCM Fine Diamond” is used for precision processing of materials that are difficult to process such as ceramics. It also handles these new materials, but the coal business accounts for 90% or more of sales in the holdings as a whole, and dividends from Australian coal mines are a pillar of profit. Consolidated financial results for the fiscal year ending March 24 are expected to decrease sales and increase profit.
Listed on the Tokyo Stock Exchange Standard.Diamond Materials, which is under its umbrella, manufactures and sells artificial polycrystalline diamonds for industrial useI will work on it. The product “SCM Fine Diamond” is used for precision processing of materials that are difficult to process such as ceramics. It also handles these new materials, but the coal business accounts for 90% or more of sales in the holdings as a whole, and dividends from Australian coal mines are a pillar of profit. Consolidated financial results for the fiscal year ending March 24 are expected to decrease sales and increase profit.
◆ $Sumitomo Electric Industries (5802.JP)$
Listed on the Tokyo Stock Exchange Prime. Electric wire first. Consolidated financial results for the fiscal year ending March 24 are expected to increase sales and profit.Allied Materials, which is under its umbrella, manufactures and sells the synthetic diamond single crystal “Sumicrystal.”It is said to have the highest thermal conductivity among materials on Earth. semiconductor laser applications.
Listed on the Tokyo Stock Exchange Prime. Electric wire first. Consolidated financial results for the fiscal year ending March 24 are expected to increase sales and profit.Allied Materials, which is under its umbrella, manufactures and sells the synthetic diamond single crystal “Sumicrystal.”It is said to have the highest thermal conductivity among materials on Earth. semiconductor laser applications.
Diamond is regarded as the hardest substance on Earth, and it can only be polished with diamond abrasives. Extremely high technology is required for processing into semiconductor devices. Below are the brands where progress in technology development in diamond semiconductor processing is expected.
◆ $Mipox (5381.JP)$
A precision abrasive manufacturer listed on the Tokyo Stock Exchange Standard. Improve the yield of diamond semiconductors and support mass production”edge polishing processing services” will be provided. The company”There are still few companies that can perform this special polishing process from a global perspective, and demand from domestic and overseas semiconductor manufacturers is rapidly increasing” (released on 21/9/7). Contract polishing is sluggishThe consolidated fiscal year ending 24/3 is expected to fall into the red, but the quarterly report predicts a surplus change in the fiscal year ending 25/3.The Golden Cross appeared on the chart from the beginning of '24.
A precision abrasive manufacturer listed on the Tokyo Stock Exchange Standard. Improve the yield of diamond semiconductors and support mass production”edge polishing processing services” will be provided. The company”There are still few companies that can perform this special polishing process from a global perspective, and demand from domestic and overseas semiconductor manufacturers is rapidly increasing” (released on 21/9/7). Contract polishing is sluggishThe consolidated fiscal year ending 24/3 is expected to fall into the red, but the quarterly report predicts a surplus change in the fiscal year ending 25/3.The Golden Cross appeared on the chart from the beginning of '24.
◆ $JTEC (3446.JP)$
Listed on the Tokyo Stock Exchange Prime. Laboratory equipment manufacturer for research facilities.Successful development of a “plasma-assisted polishing method” that polishes single-crystal diamond substrates with high efficiency and no damage. Consolidated sales forecast for the fiscal year ending 2014/6 compared to the previous fiscal year37.8% increaseNet profit forecast of 2.63 billion yen50.4% increase358 million yen.
Listed on the Tokyo Stock Exchange Prime. Laboratory equipment manufacturer for research facilities.Successful development of a “plasma-assisted polishing method” that polishes single-crystal diamond substrates with high efficiency and no damage. Consolidated sales forecast for the fiscal year ending 2014/6 compared to the previous fiscal year37.8% increaseNet profit forecast of 2.63 billion yen50.4% increase358 million yen.
◆ $Asahi Diamond Industrial (6140.JP)$
Listed on the Tokyo Stock Exchange Prime. The largest diamond tool company. Utilizing the hardness of diamonds, we produce custom-made tools tailored to the application. Sales for electronics and semiconductors are approximately 40% of the total, and sales for transportation equipment are 20%. Consolidated financial results for the fiscal year ending 2014/3 are expected to decline in sales and profit.According to the quarterly report, power semiconductor-related matters will take the lead both internally and externally for the fiscal year ending 25/3.
Listed on the Tokyo Stock Exchange Prime. The largest diamond tool company. Utilizing the hardness of diamonds, we produce custom-made tools tailored to the application. Sales for electronics and semiconductors are approximately 40% of the total, and sales for transportation equipment are 20%. Consolidated financial results for the fiscal year ending 2014/3 are expected to decline in sales and profit.According to the quarterly report, power semiconductor-related matters will take the lead both internally and externally for the fiscal year ending 25/3.
Companies with large capital are also paying attention to diamond semiconductors,Actively investDoing it. $Toyota Motor (7203.JP)$with $Denso (6902.JP)$A company jointly invested byMirise TechnologiesHas precision processing technology for industrial jewels in May '23AubreyIt was announced that it aims to develop next-generation automotive diamond semiconductors in collaboration with. $Nishi-Nippon Financial Holdings (7189.JP)$The fund under its umbrella is the startup listed abovePower Diamond SystemsI am investing in it.
― MOOMOO News Kathy
Source: Nihon Keizai Shimbun, Shiki Shimbun, Bloomberg, Moomoo
Source: Nihon Keizai Shimbun, Shiki Shimbun, Bloomberg, Moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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182711463 : Diamond Seed Crystal is probably EDP's choice
tetsu_77 : I wonder if diamond semiconductors have amazing performance?
カレー党 182711463 : I agree
But there's no sign that EDP will go up moderately