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While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Translated
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/2a913e3207760cffd376272953ab91d9.png/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/e3fd996a5f470f0dd292abaa4b3adb1a.jpg/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/61c94c5368a4cf4c871e6d4af48a1636.jpg/thumb?area=105&is_public=true)
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$Taiwan Semiconductor(TSM.US$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...
Translated
![TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240712/1720772995341-7bfcb09f92.png/thumb?area=105&is_public=true)
![TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240712/1720773091674-3e31169948.png/thumb?area=105&is_public=true)
![TSMC is doing great with the AI boom! Check out the leading brands in Japan and the US from our major customers and suppliers!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240712/1720773120802-0feff8c059.png/thumb?area=105&is_public=true)
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This article uses automatic translation for some of its parts
Thanks to strong corporate performance, the strength of the US economy, investors' enthusiasm for artificial intelligence, and the depreciation of the yen,Yen structure $S&P 500 Index(.SPX.US$ Has risen more than 30% year to date。
Historically, July is also a great month for US stocks. Since 1928, July has been the strongest month of the year for US stocks on average. According to Dow Jones Market Data $S&P 500 Index(.SPX.US$ During this period, there was an average increase of 1.7% in July, and the transaction was closed above the opening price with a probability of 60% or more.
In July, there are many notable materials in the market, such as the Fed chairman's speech, the opening of the US stock settlement season, US labor market data, inflation data, etc.
— MooMoo News Zeber
Source: moomoo
This article uses automatic translation for some of its parts
Thanks to strong corporate performance, the strength of the US economy, investors' enthusiasm for artificial intelligence, and the depreciation of the yen,Yen structure $S&P 500 Index(.SPX.US$ Has risen more than 30% year to date。
Historically, July is also a great month for US stocks. Since 1928, July has been the strongest month of the year for US stocks on average. According to Dow Jones Market Data $S&P 500 Index(.SPX.US$ During this period, there was an average increase of 1.7% in July, and the transaction was closed above the opening price with a probability of 60% or more.
In July, there are many notable materials in the market, such as the Fed chairman's speech, the opening of the US stock settlement season, US labor market data, inflation data, etc.
— MooMoo News Zeber
Source: moomoo
This article uses automatic translation for some of its parts
Translated
![What are some important events for US stocks to watch in July? Pay attention to Federal Reserve Chairman Powell's remarks, the opening of the US stock earnings season, etc.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240701/a9e40598394845abfc6ef25fd9867a77.png/thumb?area=105&is_public=true)
![What are some important events for US stocks to watch in July? Pay attention to Federal Reserve Chairman Powell's remarks, the opening of the US stock earnings season, etc.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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This article uses automatic translation for some of its parts
Since the beginning of the year 2024,The US dollar rose more than 14% against the Japanese yenThen, at its peak, it had risen to 161 yen.
Due to this situation, the aspect of avoiding depreciation of the yen is also taken into account in investing in US stocks in Japan.
What is the year-to-date rate of increase in dollars in 2024 $S&P 500 Index(.SPX.US$ is 15.55%, $NASDAQ 100 Index(.NDX.US$ is 18.73%. $Nikkei 225(.N225.JP$ 19.42% over the same period, $TOPIX(.TOPIX.JP$ has risen 19.09%. With thisIt may seem that the Japanese market is outperforming, but considering the depreciation of the yen, it can be seen that the opposite is true。
According to Moomoo's calculation, the yen structure as of the beginning of 2024 $S&P 500 Index(.SPX.US$ with $NASDAQ 100 Index(.NDX.US$ What is the rate of increaseAt 31.77% and 35.41%, respectively, they significantly surpassed the Japanese marketIt's there.
Moomoo invests in Japan...
Since the beginning of the year 2024,The US dollar rose more than 14% against the Japanese yenThen, at its peak, it had risen to 161 yen.
Due to this situation, the aspect of avoiding depreciation of the yen is also taken into account in investing in US stocks in Japan.
What is the year-to-date rate of increase in dollars in 2024 $S&P 500 Index(.SPX.US$ is 15.55%, $NASDAQ 100 Index(.NDX.US$ is 18.73%. $Nikkei 225(.N225.JP$ 19.42% over the same period, $TOPIX(.TOPIX.JP$ has risen 19.09%. With thisIt may seem that the Japanese market is outperforming, but considering the depreciation of the yen, it can be seen that the opposite is true。
According to Moomoo's calculation, the yen structure as of the beginning of 2024 $S&P 500 Index(.SPX.US$ with $NASDAQ 100 Index(.NDX.US$ What is the rate of increaseAt 31.77% and 35.41%, respectively, they significantly surpassed the Japanese marketIt's there.
Moomoo invests in Japan...
Translated
![Earn money with the depreciation of yen?! We have achieved an increase rate of over 262% in half a year by investing in rice stocks that are killing two birds with one stone!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240628/c329c40a92a794317d9d353fd148b6b9.png/thumb?area=105&is_public=true)
![Earn money with the depreciation of yen?! We have achieved an increase rate of over 262% in half a year by investing in rice stocks that are killing two birds with one stone!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240628/a76f0370777d77ace5dd83c90267ecab.png/thumb?area=105&is_public=true)
![Earn money with the depreciation of yen?! We have achieved an increase rate of over 262% in half a year by investing in rice stocks that are killing two birds with one stone!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240628/ac624ead48ab0266e82e1a52761e16b6.png/thumb?area=105&is_public=true)
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