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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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バイデン政権、一部中国輸入品への関税免除を終了へ-数百品目が対象(一部抜粋)
バイデン政権は今月、中国から輸入される電気自動車(EV)への関税を4倍にし、半導体やバッテリー、太陽電池、重要鉱物を含む他の輸入品についても関税を引き上げると発表した。
バイデン政権は今月、中国から輸入される電気自動車(EV)への関税を4倍にし、半導体やバッテリー、太陽電池、重要鉱物を含む他の輸入品についても関税を引き上げると発表した。
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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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半導体、在庫調整響く 投資回復でFAは堅調 エレ商社決算 | 電波新聞デジタル(一部抜粋)
半導体や電子部品などを扱うエレクトロニクス商社の2024年3月期連結決算は、主要22社の業績合計の売上高、営業利益、経常利益、当期純利益はいずれも前期比で減少した。11社が増収したが、最終増益は8社にとどまる。半導体市場や中国市場の停滞感の影響を受けた。
主要22社の合計売上高は、前期比3.5%減、営業利益は7.9%減。半導体関連では顧客サイドの過剰在庫が解消されておらず、調整局面が続く。
半導体や電子部品などを扱うエレクトロニクス商社の2024年3月期連結決算は、主要22社の業績合計の売上高、営業利益、経常利益、当期純利益はいずれも前期比で減少した。11社が増収したが、最終増益は8社にとどまる。半導体市場や中国市場の停滞感の影響を受けた。
主要22社の合計売上高は、前期比3.5%減、営業利益は7.9%減。半導体関連では顧客サイドの過剰在庫が解消されておらず、調整局面が続く。
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