ま𝕏

株式投資が生きがい。主力銘柄:🇺🇸Alphabet、NVIDIA、Micron等🇯🇵ソフトバンクグループ、東京エレクトロン、三菱UFJフィナンシャル・グループ等

[日本経済新聞 電子版（日経電子版） @nikkei]

韓国、経済成長率を3.3％に上方修正　AI需要で半導体活況
https://t.co/OtZgCUDQ8S

[OpenAI @OpenAI]

Since announcing Jalapeño, our first custom inference chip, we’ve been testing it and the system around it.

The results show a major advance: more intelligence from every watt and faster responses, delivering both higher throughput and lower latency in one architecture without sacrificing efficiency.

[ブルームバーグニュース @BloombergJapan]

米、韓国に対米投資事業第一号を半導体メモリーにするよう要求－報道 https://t.co/hHCXjNtDWH

[Sundar Pichai @sundarpichai]

1B+ people are now using @Geminiapp every month to spark new ideas and get things done. It’s our fastest growing product ever, and our 14th to hit the 1B-user mark.

Kudos to @JoshWoodward & the entire Gemini team, and thank you to everyone who has been on this journey with us - much more to come!

[ブルームバーグニュース @BloombergJapan]

アルファベット、新たな社債発行で最大250億ドルの調達を目指す https://t.co/I6MCq0QH69

[日本経済新聞 電子版（日経電子版） @nikkei]

台湾発祥のゴンチャ、米ベインが買収へ　1000億円超で年内に
https://t.co/5RUoijQmlS

[Jukan @jukan05]

According to Korean press reports, SK Hynix has been unable to play its shareholder-return card because of disclosure constraints tied to its ADR listing.

The U.S. Securities and Exchange Commission (SEC) restricts the disclosure of material information not included in the prospectus for a certain period following an ADR listing. The concern is that if a newly listed company announces material information that differs from the documents filed at the time of listing, it could face legal risk under U.S. securities law.

The market understands the restriction to apply for 25 days, weekends included, from the listing date. Given that SK Hynix's ADRs listed in the U.S. on the 10th of last month, that means a concrete shareholder-return plan could be announced any time after the night of the 4th, Korea time.

$SKHY

[Investing.com @Investingcom]

GOLDMAN: THE REAL AI RISK IS AN EARNINGS BUBBLE, NOT VALUATIONS

[日本経済新聞 電子版（日経電子版） @nikkei]

アドバンテスト、AI向け好調で上方修正　27年3月期の純利益76％増
https://t.co/nBElelRHMu

[Wall St Engine @wallstengine]

SK HYNIX $SKHY Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $54.6B (Est. $57.7B) 🔴; -5.4%
🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; 76.3% operating margin
🔹 DRAM ASP: +~30% QoQ
🔹 NAND ASP: +mid-50% QoQ

2026 Market Outlook:
🔹 DRAM Demand Growth: +mid-20% YoY
🔹 NAND Demand Growth: +high-teens% YoY

Business Highlights:
🔹 Long-Term Supply Agreements: 10 customers
🔸 Smartphone and PC sales temporarily adjusted on challenges securing memory volumes; growth expected to recover as supply tightness eases
🔸 Big-tech customers expanding infrastructure investment and memory procurement on surging AI service growth and a shortage of computing capacity

[NVIDIA @nvidia]

This is the Golden Age of Korea.

NVIDIA is proud to partner with leaders across government, industry, and global technology to advance the K-AI vision — across chips, frontier AI, physical AI and robotics, and AI factories.

Together, we’re building AI infrastructure for Korea and the world.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[日本経済新聞 電子版（日経電子版） @nikkei]

アルファベット純利益18兆円、クラウド好調　スペースX上場も恩恵
https://t.co/bruXaUX4kX

[Sundar Pichai @sundarpichai]

Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.

Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.

Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!

[日本経済新聞 電子版（日経電子版） @nikkei]

TSMC、生産受託の価格を最大10％引き上げへ　27年に
https://t.co/FmNYeYSM0Q

[赤沢りょうせい @ryosei_akazawa]

本日、来日中の #NVIDIAジェンスン・フアンCEO と短時間だけど歓談。

開口一番、赤沢から同CEOに「ジェンスン、今日ひょっとして私の格好マネた？」と訊いたらウケました（"Hilarious!"と仰った(^^)）

赤沢の似合わない革ジャン姿に同CEOとNVIDIAの皆様への心からの歓迎と最大限の敬意を込めました！

[日本経済新聞 電子版（日経電子版） @nikkei]

TSMCの4〜6月期純利益77％増　最高益を更新
https://t.co/ujyTqTStqp

[日本経済新聞 電子版（日経電子版） @nikkei]

米モルガン・スタンレー、4〜6月58%増益　投資銀行部門など大幅伸び
https://t.co/7aqzJ5e0WZ

[Evan @StockMKTNewz]

Jensen Huang’s tour of Asia continues

Jensen is now in Japan 🇯🇵 … expect to see a bunch of Nvidia $NVDA and Japanese company headlines coming this week

[Evan @StockMKTNewz]

Warren Buffett said he was heavily involved in buying Google $GOOGL stock at Berkshire Hathaway

Buffett said he made a mistake not buying Google earlier