SUMCO CORPORATION <3436> - Surged to a five-year high. The stock gapped up and soared, rising over 19% at one point to nearly 2,800 yen. The price reached its highest level since July 2021, approximately five years ago. In the U.S., Intel has formed a strong upward trend, surging over 12% in the previous day's U.S. stock market to reach record high territory, becoming a topic of discussion in the market. Against this backdrop, SUMCO, one of the world's leading semiconductor silicon wafer manufacturers, is attracting buying interest due to its association with Intel as a major customer. Additionally, the Semiconductor Equipment and Materials International (SEMI) announced the previous day that global silicon wafer shipments in the January-March 2026 quarter increased 13.1% year-on-year, which is seen as a catalyst for the stock price. From a stock supply-demand perspective, "short positions via the stock lending market had surged recently in Merrill Lynch trading records, and this short squeeze effect is also manifesting," according to a strategist at a mid-tier securities firm.

Naigai Tec Corporation <3374> - Rapidly gaining popularity. The stock broke above its 75-day moving average while simultaneously breaking through the ichimoku cloud on the daily chart, significantly updating its year-to-date high. The company handles sales of related equipment and various components for semiconductor manufacturing equipment. While Tokyo Electron Limited <8035> accounts for a high 80% of total sales, the company is capturing AI data center-related capital investment demand, with recent performance exceeding the company's expectations. After the close of trading on the 28th, the company announced revisions to its earnings forecast for the fiscal year ending March 2026, significantly raising sales from the previous forecast of 29.5 billion yen to 32.614 billion yen (down 8% year-on-year) and operating profit from 810 million yen to 1.402 billion yen (down 10% year-on-year). The company also strengthened shareholder returns, adding 5 yen to the previous plan for an annual dividend of 105 yen for the previous fiscal year (compared to 100 yen in the prior year). The dividend yield is high at 4.2% based on the closing price on the 28th. Investment funds are taking an aggressive stance on this catalyst, and with a market capitalization under 10 billion yen as a small-cap stock and margin buying positions depleted, upside resistance is light.

AR advanced technology,Inc. <5578> - Attracting buying interest. Around 10:00 a.m., the company announced it had concluded a Bedrock reseller agreement with U.S.-based Anthropic, attracting buying interest on the news. This enables the resale of Anthropic's Claude models provided on AWS's generative AI platform "Amazon Bedrock," and the company will provide end-to-end support for secure AI implementation in enterprise environments.

*This may include unconfirmed information. Please make stock trading decisions at your own risk and judgment.

Source: MINKABU PRESS

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