3909 SHOWCASE
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SHOWCASE News
SHOWCASE: Confirmation
SHOWCASE: Quarterly Report - 29th Quarter (2024/01/01 to 2024/03/31)
SHOWCASE: Summary of Financial Results for the 1st Quarter of the Fiscal Year Ending 2024/12 [Japanese GAAP] (Consolidated)
SHOWCASE: Presentation of financial results for the 1st quarter of the fiscal year ending 2024/12
SHOWCASE: Notice regarding the formulation of a medium-term management plan
Open H, Mitsui Chemicals, Mitsubishi Chemical G, WOWOW (15 days) (1380-4990)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/15 (Wed) ＜1380＞Akigawa Pasture ＜1446＞Candyle＜1447＞itbookHD ＜145A＞ELISBE＜148A＞Hatch Work ＜149A＞Shinka ＜150A＞JSH ＜1514＞Residence
Apple is developing AI semiconductors for data centers
[Generative AI] It is reported that Apple is working on the development of semiconductors designed in-house to run artificial intelligence (AI) software on data center servers. It is reported that there is a possibility that it will bring about an important advantage in AI competition. According to multiple stakeholders, the project for servers is called “Project ACDC” internally, and it seems that they are working on it by gathering all the strength of engineers. ＜6702＞Fujitsu ＜704
Fund Inflow into Emerging US AI [Today's Shopping Theme]
[AI] Investors trying to follow the successful examples of US semiconductor giant NVIDIA and US Microsoft in the stock market have invested record levels of capital into AI start-ups, and have created dozens of companies with a valuation value of 1 billion dollars in the past year. ＜6702＞Fujitsu ＜7046＞TDSE＜4011＞Headwaters ＜3993＞PKSHA Technology＜8031＞Mitsui & Co. ＜4819＞de
Hedge funds are paying attention to Apple
[Generative AI] It is reported that JPMorgan analysts pointed out that US Apple is attracting the interest of hedge fund investors. It is reported that expectations are being placed on upgrades related to iPhone AI. The company seems to be looking for partners like Google to add AI functions to iPhones. ＜6702＞Fujitsu ＜7046＞TDSE＜4011＞Headwaters ＜3993＞PK
Competition for US AI talent is overheated
[Generative AI] Against the backdrop of the artificial intelligence (AI) boom, it is reported that the competition for human resources acquisition in Silicon Valley in the United States continues to heat up. Technology companies are presenting rewards of 1 million dollars (about 150 million yen) per year and are speeding up vesting of stock rewards. Also, it is reported that there is a movement to pull out engineers for each team they belong to. ＜6702＞Fujitsu ＜7046＞TDSE＜4011＞Headwaters ＜39
Chinese IT giant Baidu changes its political and technical direction
[Generative AI] It is reported that Baidu (Baidu) is discussing how Apple will use the company's AI technology within China. While rivals are stumbling due to regulations and political obstacles, it is reported that Baidu may have finally found a way to outsmart them, and it is reported that the artificial intelligence (AI) boom may change that. ＜6702＞Fujitsu ＜7046＞TDSE＜4011＞Headwaters ＜3
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