NVIDIA's financial results surged by more than 5%! Check out the room for growth in domestic suppliers and AI semiconductor-related brands!

Major US semiconductor company $NVIDIA(NVDA.US)$The financial results for the fiscal year ending 24/2/4 announced after closing the US market on the 22nd (early morning of the 23rd Japan time) exceeded market expectations, and the Tokyo stock market on the 23rd was domesticNVIDIA supplierThe search spread to related stocks, etc.Growth potential of AI semiconductorsThe strength of and NVIDIA'spioneersI was once again aware of my firm position as. Contribution to the Nikkei Stock Average is the largest semiconductor-related $Tokyo Electron(8035.JP)$Compared to the previous day1.8% higherIt rebounded and boosted the index. Compared to the previous day based on the closing price on the 23rd5% or moreThe divergence between current stock prices and analysts' target stock prices was checked, centering on related stocks that showed a sharp rise.

What are related stocks that have moved significantly in price?
・What was the big purchase on the 23rd $Disco(6146.JP)$So, compared to the previous day7.96% higherIt became. Used in AI semiconductorsHigh performance memory “HBM”The high level of profitability for the market has been evaluated. It is an NVIDIA product manufacturer $Taiwan Semiconductor(TSM.US)$The equipment has been delivered to
・Turnover of over 1 million sharesThere is,5% or moreOther stocks that have skyrocketed $Ibiden(4062.JP)$、 $Lasertec(6920.JP)$、 $Renesas Electronics(6723.JP)$、 $Advantest(6857.JP)$ 、 $Organo(6368.JP)$。
・Evidence and Advantest are clearly described as suppliers in NVIDIA's 23 annual report. Ibiden's stock price went through a sharp rise after spring 23, and continued to decline with 9285 yen on 9/6 last year (23) as a high price. Advantest has made major adjustments since it hit a high price in February this year.
・Turnover is low7% or moreWhat has skyrocketed is for semiconductor manufacturing equipmentMajor power supply companyof $Daihen(6622.JP)$, semiconductorsPhotosensitive materials for photoresistsOf manufacture $Toyo Gosei(4970.JP)$、Wafer test equipmentThe number one in the world $Tokyo Seimitsu(7729.JP)$。
・English for semiconductor design $Arm Holdings(ARM.US)$Have it under your umbrella $SoftBank Group(9984.JP)$Is4.28% higher。
・NVIDIA's manufacturing contractor's $Taiwan Semiconductor(TSM.US)$For semiconductors whose main customer isPure water production equipmentof $Organo(6368.JP)$Is5%It has risen. It is also a supplier of TSMC $Shin-Etsu Chemical(4063.JP)$Is2.06%high.
・NVIDIA's authorized distributor in Japan $Macnica Holdings(3132.JP)$Is4.01%high.
・For ultra-high density memory for generative AIsealWork on the device $Towa(6315.JP)$Is7.5% at one timeIt rises,Update the high price since listing。

◆ $Ibiden(4062.JP)$　
IC packaging is the main force. AI server applications are going well. Who are the suppliers $Resonac Holdings(4004.JP)$. What is the 23rd7.28%rise. The closing price on the 23rd (5790 yen) is up to the average target stock price (7645.63 yen) of 16 analysts32.05%There is a discrepancy.

◆ $Renesas Electronics(6723.JP)$
Hitachi, Mitsubishi Electric, and NEC semiconductors are integrated. Automotive microcomputers are the world's top class. What is the 23rd5.48%rise. The closing price on the 23rd (2849 yen) is up to the average target stock price (3348.33 yen) of 12 analysts17.53%There is a discrepancy.

◆ $Advantest(6857.JP)$
The world's leading semiconductor inspection equipment company. Shipments for the high-speed memory “HBM” used for AI driving are in full swing. What is the 23rd5.36%rise. The closing price on the 23rd (5853 yen) is up to the average target stock price (6700 yen) of 16 analysts14.47%There is a discrepancy.