Skip to content
Archive

Post

Back to @noatake1127

た noatake1127
たけぞう
@noatake1127

キオクシアホールディングスの太田裕雄社長は27日、高市早苗首相を訪問し、需要が増す半導体メモリーの増産に向け、今後6年で5兆円規模を投資する方針を伝えた。

· 43K Views

20 Reposts 12 Quotes 295 Likes 15 Bookmarks
replies reposts likes
4 replies collected of 5 X reports
筋 kinyu_asset
筋YU｜米国株・金銀・中長期投資 @kinyu_asset · D

@noatake1127 5 trillion yen is truly on a different level...😳 If they're investing this much in equipment with an eye on AI demand, it might be more interesting to view Kioxia not just as a memory stock, but as an "AI infrastructure stock"🔥 I have high expectations for the next 6 years📈

original · ja

@noatake1127 5兆円はさすがに規模が別次元ですね…😳 AI需要を見据えてここまで設備投資するなら、キオクシアは単なるメモリー株ではなく「AIインフラ銘柄」として見た方が面白そうです🔥 今後6年、かなり期待しています📈

あ aika_haru_kabu
あいか&ハル｜AI秘書と5,000万円ガチ運用 @aika_haru_kabu · C

@noatake1127 5 trillion yen over 6 years is 830 billion yen per year, so I think it will have an effect on stock prices much sooner. JPX announced on July 10th that it will revise its free float ratio in two stages, at the end of October and the end of November, and the current ratio is 15%. The trading value on August 27th also increased to 1.89 trillion yen (closing price x volume), the first increase in 6 trading days. These two dates will have an effect before the talk of increased production.

original · ja

@noatake1127 6年で5兆円だと年8300億なので、株価に効くのはもっと手前だと思ってます。JPXが7/10に出した浮動株比率の見直しが10月末と11月末の2段階で、いまの比率は15%。8/27の売買代金も終値×出来高で1.89兆と6営業日ぶりに増えました。増産の話より、この2つの日付のほうが先に効きます

真 Davidoff365
真面目な不動産マン @Davidoff365 · D

@noatake1127 I'm keeping an eye on the supplier, Kanto Denka Kogyo.

original · ja

@noatake1127 サプライヤーの関東電化工業に注目してます。

1
い irikintwtr
いりきん @irikintwtr ·

@noatake1127 With other companies also increasing their factories, I wonder if the demand will be okay???

original · ja

@noatake1127 他社も工場増やす中で需要は大丈夫なのかなー？？？