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 is contributing to Micron's strong earnings 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
On the 26th, the top-ranking on the Tokyo Stock Exchange Prime market includes advanced memory manufacturing related...

$Intel (INTC.US)$After a long investigation, the root cause of the problem has been identified, and the final solution is the release of a microcode update. The long-standing crashes and instabilities of desktop processors seem to finally be resolved.

$Micron Technology (MU.US)$ With a PER of less than 10, it is predicted to increase by 2.4 times in the next 5 years, so there is no reason for it not to rise.

On September 19th, the Federal Open Market Committee (FOMC) of the USA decided to make a significant 0.5% rate cut. However, concerns arose about the US dollar, leading to an increase in world gold prices. Additionally, amid escalating tensions between Israel and Hezbollah in the Middle East, it appears that the demand for refuge in gold is also rapidly increasing. In Asia on September 25th (Wednesday), $XAU/USD (XAUUSD.CFD)$It temporarily rose to $2,670.57 and set a new record high again. In the afternoon of the same day, the gold market turned downward, reaching $2,656.51 per ounce. It has shown an increase of about 1.8% over the past week.
Positive factors leading the gold market: looking back in history
Is there a correlation between the price of gold and the scale of us debt? According to the chart compiled by Moomoo, the price of gold shows a similar fluctuation trend to the historical us fiscal deficit as a percentage of GDP.
From the late 1970s to the early 1980s
During this period, the USA economy experienced a severe recession, characterized by high inflation rates and fiscal deficits. The late 1970s oil shock and subsequent economic downturn led to a sharp increase in the US debt levels. Concurrently, the price of gold significantly rose during the same period. Since the abandonment of the gold standard, the price of gold has been freely fluctuating.

$Taiwan Semiconductor (TSM.US)$At the Arizona factory, production of Apple's A16 chip has begun. Although the scale is still small, the birth of the first A16 Bionic SoC produced in the USA symbolizes the restructuring of the semiconductor supply chain. The manufacturing process looks ahead to Blackwell using the same TSMC-N4P. The yield is also approaching the level slightly below the Taiwan factory.

$Taiwan Semiconductor (TSM.US)$ Intel's loss of the contract for the SoC design of PlayStation 6, which was then awarded to AMD, ensures a significant demand. AMD's victory will lead to long-term revenue for TSMC.

$NVIDIA (NVDA.US)$Xockets, the developer of Data Processing Unit (DPU) technology, has filed a lawsuit against NVIDIA and Microsoft on September 5 for patent infringement and antitrust violations.Seeking a provisional injunction to suspend the release of Blackwell.The DPU technology is a fundamental element technology for AI and accelerated computing. The preliminary injunction hearing will be held on September 19th in court. The main text of the article is in the link below.
Facing a lawsuit for patent infringement