æ¬æ¥
+2.09%
5æ¥é
+14.51%
1ã¶æ
+8.43%
6ã¶æ
+129.25%
å¹Žåæ¥
+201.94%
1幎é
+235.51%
⢠ã·ãªã³ã³ã»ã¢ãŒã·ã§ã³ã¯åå°äœããã³AIã»ã¯ã¿ãŒãžã®å¥œæçãªã»ã³ãã¡ã³ãã远ã颚ã«ãå匷ãå¢ãã瀺ããŸããã ⢠å 調ãªç¬¬3ååæã®æ¥çžŸèŠéãïŒã¬ã€ãã³ã¹ïŒãè£œåæ¡çšã®æ¡å€§ãåããã¢ããªã¹ãã¯æ¥çžŸäºæ³ãåŒãäžããŸããã ⢠å瀟ã®éæå£²äžé«ã¯8å8,563äžãã«ãçŽå©çã¯1å2,264äžãã«ãšãªã£ãŠããŸãã
⢠ã·ãªã³ã³ã»ã¢ãŒã·ã§ã³ã¯ããšã³ã¿ãŒãã©ã€ãºåãã¹ãã¬ãŒãžãè»èŒãœãªã¥ãŒã·ã§ã³ã«çœåŒãããççºçãªå£²äžé«æé·ãèšé²ããŸããã ⢠MonTitanãã©ãããã©ãŒã ã«ãããå瀟ã¯AIããŒã¿ã»ã³ã¿ãŒã®æ¥µããŠéèŠãªã€ããŒãã©ãŒãšããŠäœçœ®ä»ããããŠããŸãã ⢠ã¢ããªã¹ãã¯ãAIåå°äœãµãã©ã€ã€ãŒã®ããªã¥ãšãŒã·ã§ã³ã»ãã«ããã«ã®æ¡å€§ãåæ ããç®æšæ ªäŸ¡ãåŒãäžããŸããã
⢠ã·ãªã³ã³ã»ã¢ãŒã·ã§ã³ã¯ããŠã©ãŒã«è¡ã®äºæ³ãäžåã第2ååææ±ºç®ãçºè¡šããã ⢠å瀟ã¯åéèŠæš¡ãå¢é¡ãã衚é¢å©ç0ïŒ ã®ã·ãã¢è»¢æç€Ÿåµã®çºè¡ãå®äºããã ⢠幎é売äžé«ã¯8å8,563äžãã«ãçŽå©çã¯1å2,264äžãã«ãšãªã£ãã
⢠Silicon Motionã¯ãé廿é«ã®å£²äžé«ãèšé²ããå匷ã2026幎床第1ååææ±ºç®ãçºè¡šããã ⢠AIããšã³ã¿ãŒãã©ã€ãºãããã³ããŒã¿ã»ã³ã¿ãŒããã®éèŠãå£²äžæé·ãçœåŒããã ⢠ã¢ããªã¹ãã¯SIMOã®ç®æšæ ªäŸ¡ãåŒãäžããè²·ãè©äŸ¡ãå確èªããã
⢠ã·ãªã³ã³ã»ã¢ãŒã·ã§ã³ã¯ãäºæ³ãäžåã奜調ãª2026幎第1ååææ±ºç®ãçºè¡šããã ⢠çµå¶é£ã¯ãã¢ããªã¹ãã®ã³ã³ã»ã³ãµã¹ãäžåã匷æ°ãªç¬¬2ååæã®æ¥çžŸèŠéããæç€ºããã ⢠ã¢ããªã¹ããã¯SIMOã®æè³å€æãåŒãäžããç®æšæ ªäŸ¡ãäžæ¹ä¿®æ£ããã
⢠ã·ãªã³ã³ã»ã¢ãŒã·ã§ã³ã¯ã奜調ãªå£²äžé«ãšå©çãèæ¯ã«ã2026幎床第1ååæã®æ¥çžŸäºæ³ãäžåã£ãã ⢠eMMCãUFSãFerriãããã³ããŒããã©ã€ãã»ãœãªã¥ãŒã·ã§ã³ã®å šè¬ã§éèŠãæ¡å€§ããã ⢠ã¢ããªã¹ãã¯ãè²·ããã®æè³å€æãç¶ç¶ããç®æšæ ªäŸ¡ãæŽæ°ãããªã©ã匷æ°ãªèŠæ¹ãç¶æããŠããã


| æ ªäž»çµ±èš | æ¯ç |
|---|---|
| Fidelity Management & Research Company LLC | 9.19% |
| Reinhart Partners, LLC | 3.87% |
| Acadian Asset Management LLC | 3.76% |
| Pertento Partners LLP | 3.39% |
| çš®é¡ | æ¯ç |
|---|---|
| Investment Advisor | 36.81% |
| Investment Advisor/Hedge Fund | 25.02% |
| Hedge Fund | 18.80% |
| Research Firm | 2.03% |
é¢é£éèåå
人æ°éæ