Applied Materials IncAMAT
▼ ネガティブ需要関連度
AI trade rotation and scrutiny of AI capex sustainability hurt semiconductor demand outlook
銘柄への影響 10
Semiconductors
Applied Materials Inc
Sandisk CorpSNDK
▼ ネガティブ需要関連度
Memory chip names like SanDisk shed around 1% as part of broader chip sell-off.
Micron Technology IncMU
▼ ネガティブ需要関連度
Memory chip names shed around 1% amid AI trade rotation
Taiwan Semiconductor Manufacturing Co. Ltd.2330
言及
ASML Holding N.V.ASML
言及
Intel CorporationINTC
言及
Artificial Intelligence
NVIDIA CorporationNVDA
▼ ネガティブ需要関連度
AI trade falters; Nvidia fell 3.4% amid rotation out of AI-exposed stocks and rising scrutiny of AI capex sustainability.
Advanced Micro Devices IncAMD
▼ ネガティブ需要関連度
AI trade rotation and scrutiny of AI capex sustainability hurt semiconductor demand outlook
Alphabet Inc Class CGOOG
▼ ネガティブ技術関連度
Report that Google is months behind on Gemini 3.5 Pro release
Electrification & Mobility
