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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
NVIDIA's stock price has increased more than 3 times in the past year, so if this momentum continues, it will be easier for individual investors to buy, making it easier for individual investors to buy, and about 105 dollars will soon reach 210 dollars, 315 dollars, or about 2 to 3 times? If that possibility is high, why not buy it before the split?
NVIDIA's stock price has increased more than 3 times in the past year, so if this momentum continues, it will be easier for individual investors to buy, making it easier for individual investors to buy, and about 105 dollars will soon reach 210 dollars, 315 dollars, or about 2 to 3 times? If that possibility is high, why not buy it before the split?
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Hedge fund manager Pierre Anduran, who is one of the most famous commodity traders in the world, believes that the rise in copper prices will continue, and supply cannot keep up with rapidly increasing demand, and there is a possibility that it will rise to 40K dollars per ton nearly quadrupling within the next few years.
French fund managers told the Financial Times on Friday that demand for copper, which will play a central role in the global energy transition, has surpassed supply in the second half of this decade, and prices have further expanded the 28% increase year to date, and recorded a record high of 11,104.50 dollars per ton at the beginning of this week.
Mr. Anduland told FT that “growth in copper demand is doubling not only due to electric vehicles, solar panels, and wind farms, but also global electrification such as military applications and data centers.”
Mr. Anduland also has a bullish view on other commodities, including aluminum. Since aluminum is an alternative to red metal, I think prices will continue to rise for the same reason as copper, but I can already anticipate a drastic rise in crude oil...
French fund managers told the Financial Times on Friday that demand for copper, which will play a central role in the global energy transition, has surpassed supply in the second half of this decade, and prices have further expanded the 28% increase year to date, and recorded a record high of 11,104.50 dollars per ton at the beginning of this week.
Mr. Anduland told FT that “growth in copper demand is doubling not only due to electric vehicles, solar panels, and wind farms, but also global electrification such as military applications and data centers.”
Mr. Anduland also has a bullish view on other commodities, including aluminum. Since aluminum is an alternative to red metal, I think prices will continue to rise for the same reason as copper, but I can already anticipate a drastic rise in crude oil...
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Biden Administration to End Tariff Exemptions on Some Chinese Imports - Hundreds of Items Targeted(some excerpts)
The Biden administration announced this month that tariffs on electric vehicles (EVs) imported from China will be quadrupled, and tariffs will also be raised on other imported goods, including semiconductors, batteries, solar cells, and important minerals.
The Biden administration announced this month that tariffs on electric vehicles (EVs) imported from China will be quadrupled, and tariffs will also be raised on other imported goods, including semiconductors, batteries, solar cells, and important minerals.
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US Department of Commerce continues investigation into Applied's shipment of semiconductor manufacturing equipment to Chinese customers(some excerpts)
The U.S. Department of Commerce is continuing investigations into shipments of Applied Materials, the largest US semiconductor manufacturing equipment company, to Chinese customers. It is part of a broad effort to ensure the effectiveness of even stricter trade regulations with China.
Applied is a quarterly report submitted to the U.S. Securities and Exchange Commission (SEC) this week, and it was disclosed that it received a subpoena in May from the Department of Commerce's Industrial Security Bureau. A subpoena was also received from the same bureau in November last year.
The U.S. Department of Commerce is continuing investigations into shipments of Applied Materials, the largest US semiconductor manufacturing equipment company, to Chinese customers. It is part of a broad effort to ensure the effectiveness of even stricter trade regulations with China.
Applied is a quarterly report submitted to the U.S. Securities and Exchange Commission (SEC) this week, and it was disclosed that it received a subpoena in May from the Department of Commerce's Industrial Security Bureau. A subpoena was also received from the same bureau in November last year.
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The true identity of “Samba Nova,” a game changer in the AI era, made by NVIDIA “28 times” more efficiently (ITMedia Business Online) - Yahoo! news(some excerpts)
Since the “shock” of ChatGPT at the end of 2022, various companies have been focusing on the development of generative AI. SoftBank is also proceeding with development while collaborating with overseas companies, starting with English Arm.
One of the companies that supports this is SambaNova Systems (SambaNova Systems), which is based in Silicon Valley in the US. Samba Nova is developing processors that are strong against AI, and expectations are being raised as an alternative to NVIDIA chips, which occupy most of the market.
Since the “shock” of ChatGPT at the end of 2022, various companies have been focusing on the development of generative AI. SoftBank is also proceeding with development while collaborating with overseas companies, starting with English Arm.
One of the companies that supports this is SambaNova Systems (SambaNova Systems), which is based in Silicon Valley in the US. Samba Nova is developing processors that are strong against AI, and expectations are being raised as an alternative to NVIDIA chips, which occupy most of the market.
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The BSE index closed almost settled at 75,410.4 on Friday after hitting a record high of 75,618 during trading as investors rushed to determine profits in response to recent gains.
Meanwhile, strong corporate activity in the United States and hawkish statements from the Federal Reserve have raised the view that central banks will maintain high interest rates for a long period of time.
Also, amid strong selling pressure from foreign investors, the sense of alarm about India's election results did not go away.
Among individual stocks, HDFC Bank (+1.6%), Bharti Airtel (+1.1%), and NTPC (+07%) were top performers, while Tech Mahindra (-1.2%), Asia Paint (-1.2%), ITC (-1.2%), TCS (-1.1%), and Mahindra & Mahindra (-1.2%) recorded the biggest losses .
Nevertheless, strong domestic data and signs of a decrease in India's budget deficit this fiscal year and next due to high dividends from RBI were driven by, and the market headed for a sharp rise of 1.8% this week, continuing for 2 consecutive weeks...
Meanwhile, strong corporate activity in the United States and hawkish statements from the Federal Reserve have raised the view that central banks will maintain high interest rates for a long period of time.
Also, amid strong selling pressure from foreign investors, the sense of alarm about India's election results did not go away.
Among individual stocks, HDFC Bank (+1.6%), Bharti Airtel (+1.1%), and NTPC (+07%) were top performers, while Tech Mahindra (-1.2%), Asia Paint (-1.2%), ITC (-1.2%), TCS (-1.1%), and Mahindra & Mahindra (-1.2%) recorded the biggest losses .
Nevertheless, strong domestic data and signs of a decrease in India's budget deficit this fiscal year and next due to high dividends from RBI were driven by, and the market headed for a sharp rise of 1.8% this week, continuing for 2 consecutive weeks...
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Kaga Toshiba's 300mm compatible power semiconductor manufacturing building completed and began full-scale operation in the second half of fiscal year 24(some excerpts)
Toshiba Devices & Storage held a completion ceremony for a new 300mm wafer compatible power semiconductor manufacturing building (phase 1) at Kaga Toshiba Electronics on 2024/5/23. Full-scale operation is scheduled for the second half of fiscal 2024, and during full operation, the production capacity of power semiconductors is expected to increase 2.5 times compared to fiscal 2021.
Toshiba Devices & Storage held a completion ceremony for a new 300mm wafer compatible power semiconductor manufacturing building (phase 1) at Kaga Toshiba Electronics on 2024/5/23. Full-scale operation is scheduled for the second half of fiscal 2024, and during full operation, the production capacity of power semiconductors is expected to increase 2.5 times compared to fiscal 2021.
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Self-driving taxis in Tokyo! Toyota announces Tier IV for November commercialization | Autonomous Driving Lab
Already demonstrated in Odaiba, “2027 Tokyo area” target
Tier IV Co., Ltd. (Headquarters: Nagoya City, Aichi Prefecture/ President: Shinpei Kato), an autonomous driving startup, will realize fully autonomous driving under specific conditions by 2024/5/23”level 4” Of the standardSelf-driving taxisIt was announced that service verification will begin.
Already demonstrated in Odaiba, “2027 Tokyo area” target
Tier IV Co., Ltd. (Headquarters: Nagoya City, Aichi Prefecture/ President: Shinpei Kato), an autonomous driving startup, will realize fully autonomous driving under specific conditions by 2024/5/23”level 4” Of the standardSelf-driving taxisIt was announced that service verification will begin.
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Semiconductor, FA is doing well due to investment recovery resonating with inventory adjustments Elektron Shosha's financial results | Denpa Shimbun Digital(some excerpts)
In the consolidated financial results for the fiscal year ending 2024/3 of electronics trading companies that handle semiconductors, electronic components, etc., sales, operating income, ordinary income, and net income of the 22 major companies all declined compared to the previous fiscal year. Eleven companies increased sales, but the final increase in profit was limited to 8 companies. It was affected by a sense of stagnation in the semiconductor market and the Chinese market.
Total sales of the 22 major companies decreased 3.5% from the previous fiscal year, and operating profit decreased 7.9%. Excess inventory on the customer side has not been resolved in semiconductor-related matters, and the adjustment phase continues.
In the consolidated financial results for the fiscal year ending 2024/3 of electronics trading companies that handle semiconductors, electronic components, etc., sales, operating income, ordinary income, and net income of the 22 major companies all declined compared to the previous fiscal year. Eleven companies increased sales, but the final increase in profit was limited to 8 companies. It was affected by a sense of stagnation in the semiconductor market and the Chinese market.
Total sales of the 22 major companies decreased 3.5% from the previous fiscal year, and operating profit decreased 7.9%. Excess inventory on the customer side has not been resolved in semiconductor-related matters, and the adjustment phase continues.
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