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フジクラ---大幅反発、「ブラックウェル」期待で電線株が高い

Fujikura---significant rebound, 'Blackwell' expectations lead to higher stock prices for wire companies.

Fisco Japan ·  Nov 21 13:01

Fujikura <5803> saw a significant rebound. Today, the three major wire companies are all rising. Positive comments were heard regarding the AI-focused new GPU "Blackwell" in the earnings report of US nvidia announced the previous day. Although the gross profit margin temporarily decreases during the process of completing adjustments in the manufacturing process and improving productivity, reaching a 100% operating rate, it is expected to recover to the mid-70% range afterwards. In datacenters using "Blackwell", the required amount of optical fiber is expected to be significantly higher compared to conventional methods.

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