Against a backdrop of data center development and optoelectronic fusion, interest is growing in AI and semiconductors as a promising theme that links the two. Following movements in the Nikkei 225, the outlook for supply and demand in AI-related stocks and the expansion of medium- to long-term demand have been highlighted.
After the Nikkei 225 reached a record high, AI- and semiconductor-related stocks underwent price adjustments, but demand for rapidly and accurately processing data is expected to expand over the medium to long term as generative AI advances. Against a backdrop of the spread of AI agents, physical AI and autonomous driving, some stocks have begun to be revalued.
Against this backdrop, technology themes such as data center development and optoelectronic fusion have been identified as promising, bringing renewed attention to expanding demand for semiconductors. Particular interest is focused on companies involved in NAND memory.
Kioxia Holdings Corporation, a global semiconductor memory (NAND) leader specializing in NAND, is said to be attracting considerable attention, and the article discusses the current prices and changes from the previous day of related stocks, including an overview of stock movements such as Kioxia 292A.