eole (2334) · RiskFirst stated

AI Infrastructure Business Risks Related to GPU Supply, Semiconductors, Foreign Exchange and Export Controls

First written in FY2026. . Latest entry: FY2026.

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Supply Constraint Risk for Semiconductors and Overseas-Sourced ComponentsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

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Full recordFilings, disclosures and news, newest first

FY2026First statedAnnual report
「The supply trends for GPU products, fluctuations in the semiconductor market and foreign exchange rates, and changes in export controls and trade policies in various countries could affect the company’s AI data center and GPU server sales businesses.」
With its entry into the AI data center business, the company identified GPU supply, the semiconductor market, foreign exchange, export controls and trade policy as new external risks.

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