Against the backdrop of the U.S. midterm elections, opponents of data-center construction were reported to have won, and the Nikkei 225 temporarily fell nearly ¥4,000. Companies showed signs of considering relocating construction sites or expanding overseas, with the impact also spreading to stocks that reported strong earnings.
Following the U.S. midterm election results, opponents of data-center construction won, temporarily unsettling the market.
Companies showed signs of considering or implementing moves to states with less stringent regulations or overseas, seeking to address IT demand.
As semiconductor memory prices move toward normalization, expectations have spread that this will improve IT companies’ profit margins.
Movements in individual stocks, including Sumitomo Bakelite, whose share price plunged despite strong earnings, were reported.