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NVIDIA has begun shipping its advanced semiconductors to China.
【Semiconductors】On the 14th, Under Secretary of Commerce Alan Estevez reported that shipments of NVIDIA's advanced AI semiconductor 'H200' to China have begun. Although the U.S. government granted export authorization, Chinese buyers had previously refrained from purchasing. He noted that the volume shipped to China is 'extremely limited,' and reportedly declined to disclose details such as the purchasing companies or quantities. <2737>Tomen Device <285A>Kioxia <3131>Shindengen <34
Citizen Watch Co (CTZ) Receives a Buy From Jefferies
List of Stocks Breaking Above the Cloud [Ichimoku Kinko Hyo – List of Cloud-Breakout Stocks]
○ List of Stocks That Have Moved Out of the Cloud Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime Market <1377> Sakata Seed 4,325 4,156.25 4,317.5 <1930> Hokuriku Electric Power 16,291 16,23.5 1,592.5 <1946> Toenec 2,213 2,204 2,193 <2130> Members 1,089 1,056.75 1,078 <2317> Systema 4,244 18.75 4,22 <272
List of Converted Securities (Part 3) [List of Parabolic Signal Converted Securities]
○ List of Stocks Subject to Selling Conversion Market Code Stock Name Closing Price SAR Tokyo Stock Exchange Prime <1982> Hibiya Setsu 3090 3215 <3086> J Front 3173 3617 <3563> F&LC 4643 5157 <4062> Ibiden 2334 527480 <4187> Taiyu Kikaku 5870 6190 <4203> Sumitomo Bake 750 67985 <429A> Texsend 4775 4810 <4
Seibu HD, Senko GHD, and others (additional) Rating
Upgrades – Bullish Code Stock Name Securities Company Previous Revised ---------------------------------------------------- <4005> Sumitomo Chemical Mizuho "Neutral" "Buy" Downgrades – Bearish Code Stock Name Securities Company Previous Revised ---------------------------------------------------- <4194> Visional SBI "Buy" "Neutral" Target Price Revisions Code Stock Name
Semiconductor companies are reaping disproportionate gains amid the AI boom.
【Memory】The explosive profit growth reported by U.S. semiconductor giant Micron Technology in the third fiscal quarter (March–May) was an extraordinary piece of good news for its shareholders. However, media reports indicate that this surge has come at the expense of numerous artificial intelligence (AI) development companies that purchase high-speed memory semiconductors from the firm. <2737> Tomen Device <285A> Kioxia <3131> Shindengen <3436> SUMCO <4063> Shin-Etsu Chemical <