It could influence the direction of the US stock market.Important eventsare coming up next week. The largest AI semiconductor company, NVIDIA's Earnings Reports are scheduled for February 26th, the morning of the 27th Japan time.updating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.
Among semiconductor stocks,NVIDIAやBroadcomapproximately 90% of companies have completed their Earnings Reports, except for.With NVIDIA's Earnings Reports approaching, let's review once again the earnings results of NVIDIA's top suppliers and competitors.Then, check the valuations and Target Prices. At the same time, among major semiconductor stocks,DeepSeek ShockJanuary 27, when it ran.Afterwards.、Stocks with revised upward Target Prices have also been listed.These have been listed as well. Among them, there are representative AI Semiconductors Stocks, as well as somewhat 'quiet' Semiconductor Stocks.
(Regarding the preview of NVIDIA's Earnings Reports, 【NVIDIA Financial Estimates】 After filling the gap from the DeepSeek shock, is it time to Buy?Please confirm.
US Semiconductor Stocks Earnings Reports: 90% of the EPS results exceeded expectations.
Philadelphia Semiconductor Stock Index（SOX Index) consisting of 30 stocksAmong these,26 companies...

The 'quantum computer', expected to expand in the future as the next-generation ultra-high-performance Computer!
USA $Microsoft (MSFT.US)$が19日、 $Alphabet-A (GOOGL.US)$のグーグルが24年12月に、量子半導体を相次ぎ発表した。マイクロソフトは「数十年先でなく数年以内に量子コンピュータで重要な産業規模の問題を解決できるようになる」と予想しており、開発競争は加速するとみられる。
In Japan, collaboration between industry, academia, and government is advancing development. $Fujitsu (6702.JP)$Products are scheduled to start operation in early 2025.Domestic companies also have opportunities.However, the terms 'Quantum Technology' and 'Quantum Computer' encompass a variety of fields and types, making it not easy to select stocks.
However, even though "Quantum Technology" and "Quantum Computers" can be broadly categorized, there are various fields and types, making stock selection not an easy task. Therefore,Pick up the 'real' domestic quantum computer-related stocks.At the same time, when choosing stocks, at least,introduce the basics of quantum that one should know.Provide.
A comprehensive presentation of genuine quantum computer stocks!
What exactly is a Quantum Computer?
Quantum Computers utilize particles such as electrons and photons...

US semiconductors have received financial results and are showing a turbulent appearance. At the beginning of financial results announcements, major adjustments were made due to downward guidance from TSMC and ASML, but there was a sudden rebound in mid-April. At the end of April, AMD's financial results were received, and it fell again.What does the current turbulence mean for semiconductor stocks, which have continued to appreciate due to the AI boom. I would like to consider it based on financial results and the market environment.
Financial results of major semiconductor stocks and stock price reactions immediately after settlement
Of the SOX Index (Philadelphia Semiconductor Stock Price Index) constituent stocks, about 70% of companies have finished announcing financial results as of 5/2. Of these, when we checked the adjusted EPS (profit per capita) of the main stocks with a total market value of over 100 billion dollars, both exceeded market expectations.
$Micron Technology (MU.US)$The financial results period is February, and the financial results are announced in March, so to be precise, they are not applicable to the current financial results season, which began in April, but since the financial results announced at the end of March also include results for January-February this year, I decided to post them together. Micron Technology announced results that significantly exceeded market expectations...

TSMC and ASML dropped after earnings, SOX index also heading lower
Two companies that hold important positions in the global semiconductor industryhave recently announced their earnings. One is the world's only company manufacturing cutting-edge lithography equipment, $ASML Holding (ASML.US)$and the other is the world's largest in semiconductor foundry services (foundry). $Taiwan Semiconductor (TSM.US)$Yes.The earnings reports of both companies have been met with disapproval, affecting not only their stock prices but also the SOX index(Philadelphia Semiconductor Index ETF) as well.DeclineHowever, movements of profit-taking sales were encouraged by risk-averse movements due to the sharp rise in the yield of the US 10-year bonds.It is believed to have resulted in.
This time,What exactly triggered the aversion in the earnings of both companiesI would like to examine the earnings reports of both companies along with the details. Additionally, both companiesI also confirmed the outlook for the overall semiconductor market and the demand for AI semiconductors presented at the earnings call.I decided to give it a try.
ASML
ASML's largest customer(Bloomberg data) ...

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Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 39,056.93 yen, a decrease of 466.62 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,732.29, down by 27.35 points.
Top News
The possibility of a gradual return of yen-denominated bonds by life insurance companies, while being cautious about foreign bond investments, will be announced in the investment plan starting this week.
Following the end of the Bank of Japan's negative interest rate policy, life insurance companies are likely to increase their holdings of Japanese government bonds in the 2024 fiscal year. It is expected that financial policy normalization will proceed cautiously, with investment in ultra-long-term bonds continuing in a rising interest rate environment. On the other hand, there is a possibility of increasing open foreign bonds while managing exchange rate risks.
The yen is in the low 153 yen range against the dollar, exhibiting nervous movements due to uncertainty surrounding the Middle East situation.
In the Tokyo foreign exchange market on the 15th, the yen exchange rate remained in the low 153 yen range per dollar. Following Iran's attack on Israel over the weekend, early trading saw a scene where risk-averse yen buying took the lead. The market is now at a stage of discerning the direction of the Middle East situation...

Expectations for electric cars, which have been greatly excited, have now slowed globally. The world's major automobile manufacturers have postponed their electric vehicle investment plans one after another, and the United States $Tesla (TSLA.US)$It can also be confirmed from changes in stock prices of major EV manufacturers, starting with Since the beginning of the year, $Toyota Motor (TM.US)$What is the stock price ofUp close to 40%But what is Tesla's stock priceDecrease of 30% or more year to dateAnd it has been moving in the low range.
The depreciation of the yen and increased production and sales boosted Toyota's counterattack
Toyota's sharp rise has been supported by several factors, such as the depreciation of the yen, growth in production and sales, and a sense that the value of Japanese stocks is undervalued.
First,The depreciation of the yen benefits export-oriented Japanese companies like ToyotaIt's bringing it. Most of Toyota's production costs are in yen, and overseas sales are in local currency, so when the yen depreciates, Toyota's revenue in yen increases, and profit margins increase. The depreciation of the yen gave Toyota products a price advantage in overseas markets and contributed to an increase in unit sales.
Secondly,Manufacturing recovery and consumer preferencesAs a result, Toyota continued to win the title of world automobile sales volume. Last year...