SK Hynix Inc000660
▼ ネガティブ競争関連度
Fears of oversupply from Chinese memory-chip makers' capacity expansion, including CXMT's strong debut.
銘柄への影響 34
Semiconductors
SK Hynix Inc
Kioxia Holdings Corporation285A
▼ ネガティブ競争関連度
Plummeted 18.3% on oversupply fears from Chinese memory-chip makers and CXMT's debut.
ASML Holding N.V.ASML
▼ ネガティブ需要関連度
Chip equipment makers fell amid broader AI and memory stock slump, with no company-specific news.
Micron Technology IncMU
▼ ネガティブ競争関連度
Fears of oversupply from Chinese memory-chip makers and CXMT's strong debut, plus broader sector sell-off.
Advantest Corp.6857
▼ ネガティブ競争関連度
Fears of Chinese capacity expansion in chip equipment and broader sector decline.
TE Connectivity LtdTEL
▼ ネガティブ競争関連度
Fears of Chinese capacity expansion in chip equipment and broader sector decline.
Taiwan Semiconductor Manufacturing Co. Ltd.2330
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Analog Devices IncADI
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Applied Materials IncAMAT
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Globalfoundries IncGFS
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Intel CorporationINTC
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KLA CorporationKLAC
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Lam Research CorpLRCX
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Qualcomm IncorporatedQCOM
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Sandisk CorpSNDK
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Texas Instruments IncorporatedTXN
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Artificial Intelligence
Samsung Electronics Co Ltd005930
▼ ネガティブ競争関連度
Same oversupply fears from Chinese competitors' capacity expansion.
NVIDIA CorporationNVDA
▼ ネガティブ資本関連度
Concerns over AI infrastructure financing and a $19.6B lease commitment for a Texas data center.
Applied OptAAOI
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Advanced Micro Devices IncAMD
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Arista NetworksANET
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Arm Holdings plc American Depositary SharesARM
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Broadcom IncAVGO
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Cerebras Systems Inc. Class A Common StockCBRS
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Ciena CorpCIEN
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Coherent IncCOHR
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Lumentum Holdings IncLITE
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Lattice Semiconductor CorporationLSCC
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Marvell Technology Group LtdMRVL
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Cloud & Digital Infrastructure
Information Technology
Cybersecurity & Digital Trust
Spatial Computing / AR/VR
テーマインパクト
カバレッジ外企業 1
长鑫存储技术（ChangXin Memory Technologies / CXMT）非上場▲ ポジティブ
競争関連度
CXMT's strong debut and reports of domestic DUV lithography development signal competitive threat to incumbents.