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...