? Top 10 Popular Themes

1. Data Centers

2. Semiconductors

3. Physical AI

4. SaaS

5. Semiconductor Manufacturing Equipment

6. Artificial Intelligence

7. Space Development

8. Storage Batteries

9. TOPIX Core 30

10. Perovskite Solar Cells

According to the "Popular Theme Rankings" compiled by Minkabu and Kabutan, "Power Semiconductors" ranks 28th.

Power semiconductors are semiconductors used for controlling and supplying electrical energy, such as converting alternating current to direct current and reducing voltage. They are utilized in rapidly growing sectors including electric vehicles (EVs), solar power generation, and AI data centers, with demand expected to expand significantly. While Japanese companies have strong track records in power semiconductors, Chinese competitors have been gaining ground recently.

In March, it came to light that DENSO CORPORATION <6902> had proposed an acquisition of ROHM COMPANY LIMITED <6963>, a major power semiconductor manufacturer, drawing market attention. Meanwhile, ROHM, Mitsubishi Electric Corporation <6503>, and Toshiba signed a basic agreement in March to begin discussions toward a business integration of their power semiconductor operations. Although the outcome of DENSO's acquisition proposal for ROHM remains uncertain, momentum for industry consolidation in the power semiconductor sector has been rapidly building. Other players in power semiconductors include FUJI ELECTRIC CO., LTD. <6504>, Renesas Electronics Corporation <6723>, and Sanken Electric Co., Ltd. <6707>. Additionally, equipment manufacturers such as Takatori Corporation <6338> and Y.A.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.