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マイクロン8%急落でエヌビディアも連れ安
$Micron Technology(MU.US$が6月26日に決算発表後、時間外取引で株価が8%急落した。それを受け、 $NVIDIA(NVDA.US$も時間外取引で2%下落し、半導体は総じて売り優勢となった。
なぜ、マイクロン・テクノロジーは重要?
半導体メモリー大手のマイクロン・テクノロジーは、AIデータセンターで不可欠なHBM(広帯域幅メモリ)市場において世界シェア3位(1位はSKハイニックス、2位はサムスン電子)で、AI関連銘柄として注目度が高い。マイクロンと $Broadcom(AVGO.US$をAIブームの代表格であるエヌビディアと並んで評価するアナリストもいる。同アナリストは、両社はエヌビディアと同様にAIのリーダーとしての地位を獲得できるとし、3社を「AI 3銃士」と呼んでいる。
なお、マイクロンは、今年2月にエヌビディアのAI半導体「H200」GPUに搭載する「HBM3E...
$Micron Technology(MU.US$が6月26日に決算発表後、時間外取引で株価が8%急落した。それを受け、 $NVIDIA(NVDA.US$も時間外取引で2%下落し、半導体は総じて売り優勢となった。
なぜ、マイクロン・テクノロジーは重要?
半導体メモリー大手のマイクロン・テクノロジーは、AIデータセンターで不可欠なHBM(広帯域幅メモリ)市場において世界シェア3位(1位はSKハイニックス、2位はサムスン電子)で、AI関連銘柄として注目度が高い。マイクロンと $Broadcom(AVGO.US$をAIブームの代表格であるエヌビディアと並んで評価するアナリストもいる。同アナリストは、両社はエヌビディアと同様にAIのリーダーとしての地位を獲得できるとし、3社を「AI 3銃士」と呼んでいる。
なお、マイクロンは、今年2月にエヌビディアのAI半導体「H200」GPUに搭載する「HBM3E...
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Interest in semiconductor-related and technology giants called “tech giants” is growing in both Japan and America.
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake(SNOW.US$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake(SNOW.US$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
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On a fundamental level, Nvidia is poised for explosive growth. Earnings should more than triple this fiscal year, driven by booming chip sales for data centers and artificial intelligence.
The fabless chipmaker is expanding in other growth areas, such as automated electric cars, cloud gaming and the metaverse as well.
But AI competition is intensifying. Macroeconomic uncertainties linger. Geopolitical risks are also rife, from the U.S.-China trade war to actual war in Ukr...
The fabless chipmaker is expanding in other growth areas, such as automated electric cars, cloud gaming and the metaverse as well.
But AI competition is intensifying. Macroeconomic uncertainties linger. Geopolitical risks are also rife, from the U.S.-China trade war to actual war in Ukr...
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