Around 6 stocks considered niche leaders in the back-end processes for advanced AI semiconductors and the power infrastructure sector were selected, with attention focused on companies supporting the infrastructure of the generative AI era. Amid highly volatile markets, investors were said to be looking for buying opportunities centered on cash equities.
The Tokyo market opened the week amid turmoil, with selling pressure on semiconductor-related stocks and shaken investor sentiment reported. Meanwhile, earnings at AI-related companies were generally described as strong, and the superiority of their fundamentals was said to be receiving renewed recognition.
This feature covered Japanese niche leaders focused on the back-end processes for advanced AI semiconductors and the power infrastructure sector, which were said to support a rebound trade as the market recovers.
Candidates cited included Lasertec, 味の素, イビデン, ADAKA, 太陽ホールディングス, 北川精機, 芝浦メカトロニクス, 武蔵精密, ニチコン and 東洋合成工業. Their respective market shares and technological advantages were explained.
With data center demand and demand for AI infrastructure expected to provide support, the key points were organized around each stock's earnings trends, supply-demand conditions and share price range.