IDでもっと便利に新規取得

ログイン


ここから本文です

I am not sure about the stock price of Tamura Corporation (6768), which is appropriate for this Ga₂O₃ (gallium oxide) semiconductor material. The only thing I can say is that a stock price with a market capitalization of less than 100 billion yen is far too low.
The reason for being trapped in such a stock price is, after all, technical factors. Short-sellers attacked the stock like a swarm of locusts, aiming at the action-reaction effect that a sharp rise is likely to lead to a sharp fall.
This was due to the fact that the price was stopped twice in a row and the price limit measure was applied four times. The result was a lumpy, unstable situation.
For the time being, stock prices will be affected and influenced by this ghostly dust, and the true value of the materials will not be demonstrated. Let's take a look at the stock price trend of Lasertec (6920) around 2016.

  • >>3206

    The truth is that the Japanese government is the most foolish one in the current situation of semiconductors in Japan. In recent years, it has become increasingly clear that whoever controls the semiconductor industry controls the industry, and whoever controls the semiconductor industry controls the nation.
    The United States will never allow the semiconductor industry to grow and flourish in China. For this reason, it is strongly encouraging Japan, South Korea, and Taiwan to do so. China has surpassed the U.S. in IT software technology, especially in the use of AI.
    In the future, power semiconductors will become a central issue in semiconductor security. The U.S. will never allow the rise of China. However, the United States will not allow Japan to win the war alone, but only in the peripheral areas such as semiconductor manufacturing equipment and inspection equipment. This is an area of concern.