Which semiconductor stocks are recovering in a V-shaped pattern? Laser Tech has grown 1.5 times since the "Reiwa Black Monday".

「Black Monday of the Reiwa era.Semiconductor-related stocks have quickly recovered from the major crash on August 5th, which was considered the worst.Nikkei Semiconductor Stock Index ComponentsAmong them $Lasertec (6920.JP)$experienced the largest increase of 53% from the 5th to the 20th of the month.During this period, the Nikkei average stock price (increase), TOPIX (rising)20.99％ 20.04％Outperforming the return of the index etf, LaserTech's rapid recovery, as well as the investor preference for the company due to strong performance and low potential impact from the strengthening of US export restrictions on China, seem to be contributing factors. Semiconductor related stocks have been experiencing sluggish price movements since the major crash, but it is worth checking out stocks that are progressing towards a V-shaped recovery.

◆ $Lasertec (6920.JP)$
After the major crash in the Tokyo stock market, LaserTech announced its full-year financial results for the fiscal year ending June 2024 on August 7.The expanding demand for AI generation is driving growth in advanced semiconductors.Revenue increased by 39.7% to 213.5 billion yen compared to the previous period, and net profit increased by 28% to 59 billion yen, both reaching record highs.Updated to the highest level ever.The following day, the stock price temporarily hit the daily limit up. In addition,Stock prices such as those with low China sales ratios initially dropped, but have been bought back firmly, resulting in a positive monthly rate of increase and decrease. Laser Tech's financial results announced on August 7th were well received.ことから半導体関連株全般で懸念される米国による対中輸出規制強化の影響を受けないとみられており、ポジティブ視されている。アナリストからは、中国売上比率が高くなりやすい半導体製造装置の中で「短期的な避難先の候補となりえる」との声も出ていた。

半導体ウエハー搬送装置を手掛ける。AI関連投資の一環として70 millionドルを投じ、米半導体製造装置メーカー、ナノバース・テクノロジーズを連結子会社化した。7月11日に25年2月期１Q（３～５月期）連結決算を発表、売上高は前年同期比75.5％増Revenues are 29.2 billion yen, with a net profit of 2.5 times the previous year's same period, reaching 8.7 billion yen and achieving an astonishing performance.On August 14, the company reported a remarkable performance with a net profit of 8.7 billion yen, 2.5 times higher than the same period last year.

◆ $Ferrotec Holdings (6890.JP)$
On August 14, the company revised upwards its consolidated performance forecast for the second quarter of the fiscal year ending March 2025. It raised the expected revenue by 9.1% from the previous forecast to 120 billion yen and the net profit by 13.3% to 8.5 billion yen. The following day, the stock price made a significant recovery with a large gap up.

Apart from the constituent stocks of the Nikkei Semiconductor Stock Index, there is noticeable resilience in other stocks.
◆ The demand for advanced packaging equipment for semiconductor back-end processes is strong. $Shibaura Mechatronics (6590.JP)$
◆ The first quarter operating profit (announced on the 13th) was 3.9 times higher than the same period last year. $Jeol (6951.JP)$
Adoption into the representative stock price index 'global standard index' of usa msci is decided. $Kokusai Electric (6525.JP)$
etc.
On the other hand, the weak resistance is observed in... $SUMCO (3436.JP)$、 $Rohm (6963.JP)$、 $Nippon Kayaku (4272.JP)$etc.While the strength of the manufacturing equipment maker directly related to AI investment stands out, stocks with weak correlation with AI and no good materials in the financial results have relatively weak rebounds mainly in material-related sectors.

◆ $SUMCO (3436.JP)$
After the close of trading on the 7th, the company announced its consolidated financial results for the second quarter of the fiscal year ending December 2024, which showed a decrease in both revenue and profit compared to the same period last year. At the same time, the forecasted revenue for the third quarter is expected to decrease by 7.1% compared to the same period last year, and net profit is down by 72.7%, indicating a weak performance and a negative outlook due to the delay in recovery.

Ranking of the rate of increase from the closing price on the 5th to the 20th of major semiconductor-related stocks
Major related stocks not listed above: $SAKURA Internet (3778.JP)$、 $Towa (6315.JP)$、 $Tokyo Ohka Kogyo (4186.JP)$、 $Fuji Electric (6504.JP)$、 $Tri Chemical Laboratories (4369.JP)$、 $Resonac Holdings (4004.JP)$、 $Ebara (6361.JP)$、 $Toyo Gosei (4970.JP)$、 $SAMCO (6387.JP)$