2 high-growth brands related to quantum computers! US NVIDIA is also focusing on quantum computing for full-scale use in generative AI

Next-generation high-speed calculator “quantum computer”Domestic companies are serious about development. There are still only a handful of quantum computers commercialized, but it is assumed that large amounts of information can be processed at high speedAI (Artificial Intelligence) Machine Learning、Drug discovery and material development、financial、cryptoThere is strong expectation that it will be used in such fields. Major US semiconductor company $NVIDIA(NVDA.US)$tooQuantum computing to support generative AI developmentWe are focusing on the region.

Global development competition is in full swing
Overseas, US Google and $IBM Corp(IBM.US)$In addition to Canada's D-Wave Systems, $SoftBank Group(9984.JP)$Rice that also invests in $IonQ Inc(IONQ.US)$Companies whose commercialization is on track stand out. In February this year, NVIDIA announced Eos, a supercomputer capable of simulating quantum computers. Domestically, in March 23, RIKEN and $Fujitsu(6702.JP)$、 $Nippon Telegraph & Telephone(9432.JP)$due to etc.Japan's first quantum computer is in operation. Quantum computers by the end of fiscal year 24New company aiming for commercializationNational Institutes of Natural Sciences, Institute for Molecular Science, Fujitsu, $Hitachi(6501.JP)$、 $NEC(6701.JP)$、 $Hamamatsu Photonics KK(6965.JP)$It is planned to be established by etc.

◆ $Fixstars(3687.JP)$
Listed on the Prime Market. A software company with strengths in program acceleration technology. We are expanding businesses related to AI code review technology and quantum technology. It is collaborating with the Canadian quantum computer development company D-Wave Systems. Compatible with various hardware such as D-Wave, IBM, NVIDIA, etc.Provides quantum computing cloud services。
The highest net profit is being updated continuously, and for the fiscal year ending 2014/9Sales forecast is up 13.7% from the previous fiscal year8 billion yen ofNet profit forecast increased 7.1%1.55 billion yen. What is the ROE for the first semester28.8%High, EPS (net profit per share) annual growth rate34.2%What is the annual growth rate of sales11.5%. PER is50.3 times. Analyst coverage is low, and domestic securities were rated as “outperforming” with a target stock price of 2400 yen at the end of February.

◆ $Intelligent Wave(4847.JP)$
An IT company listed on the Prime market. The number one card payment system. It is under the umbrella of Dai Nippon Printing. Equipped with a large memory that can perform quantum software development and simulationThe quantum simulator “Atos QLM” is provided. It has been adopted by the public sector, pharmaceuticals, manufacturing, energy, finance, etc. in countries around the world. Trading strategies, portfolio optimization, and market forecasting are cited in the financial sector as specific application examples.
The highest net profit in a row is being updated for the fiscal year ending 24/6Sales forecast is up 12.2% from the previous fiscal year15 billion yen ofNet profit forecast to increase 36.5%1.59 billion yen. What is ROE13.8%What is the EPS annual growth rate10.4%What is the annual growth rate of sales16.4%. PER is25.6 times. The only coverage is that domestic securities issued a “buy” rating at the target stock price of 1200 yen in early February.

What are other notable stocks
Listed on the Growth Market $HPC Systems(6597.JP)$EPS growth rate etc. did not meet the requirements,The annual growth rate of sales is 47%It was exceptionally tall. In addition to high-performance calculators and software programs,Provides a cloud service “Qamuy” that performs quantum chemical calculations using quantum algorithmsI'll do it. It is also an elite partner company of NVIDIA and develops its own AI large-scale language model (LLM) $CyberAgent(4751.JP)$They are delivering NVIDIA products, etc.
Also, although the total market value has not reached 10 billion yen, the one that satisfies other conditions is also a growth listing $FUSIC(5256.JP)$It's (fuzzic). It is an IT service company that was listed in 23/3, and is involved in cloud-based web systems and AI system development. We have signed a partner agreement with Fixstars,EPS growth rate increased 118.4% per yearand expensive. Of the fiscal year ending 24/6Sales forecast is up 18.6% from the previous fiscal year1.8 billion yen ofNet profit forecast increased by 29.4%130 million yen.

Themes such as quantum sensing
In relation to quantum technology, in addition to quantum computers,quantum cryptography、quantum internet、quantum materials、quantum sensingInterest in themes such as these is also growing. At the end of 23, the Kyoto University consortium “Ku-PhotonIQS” was established aiming for social implementation of photonic quantum sensing, which is regarded as the field closest to practical application of quantum technology. Core members $Shimadzu(7701.JP)$. For general members $Tokyo Electron(8035.JP)$、 $Screen Holdings(7735.JP)$、 $Ricoh(7752.JP)$、 $Horiba(6856.JP)$are lined up. It is the only company in the world that has mass production technology for “quantum dot lasers” $QD Laser(6613.JP)$and high-tech device manufacturers related to quantum and light $Oxide(6521.JP)$Both are in the red, but they also have a high level of attention as semiconductor-related niche companies.