HDD aqldirib yubordi: Sanoat yetakchisi 6 billion (600亿) hajmda kengaymoqda, birinchi pog‘onadagi kompaniyalar nega magnit kallaklari zavodi uchun kurashmoqda?
Oktyabr oyida Toshiba Filippindagi zavodini kengaytirish uchun taxminan 60 milliard Yaponiya iyenasiga (taxminan 380 million AQSh dollari) sarmoya kiritishini e’lon qildi, maqsad FY2027 yiliga qadar AI ma’lumot markazlariga mo‘ljallangan HDD ishlab chiqarish hajmini ikki barobarga oshirish va hajmga ko‘ra bozor ulushini "ozroq 10% dan yuqori" ko‘rsatkichdan 30% ga yetkazishdir.
Bu Toshiba so‘nggi besh yil ichida qilgan ilk yirik HDD sarmoyasidir. Shu kuni Seagate aksiyalari bir paytning o‘zida 16% gacha, Western Digital esa 14% gacha tushib ketdi.
Bloomberg yana bir yangilikni oshkor qildi: Seagate va Toshiba TDK ning qattiq disk magnit kallaklari biznesini sotib olish uchun raqobat qilmoqda, bitim qiymati bir necha milliard AQSh dollarigacha yetishi mumkin. Nima uchun yapon komponent ishlab chiqaruvchilari joriy yilda ommaviy ravishda ishlab chiqarishni kengaytirmoqda? TDK kallaklar ishlab chiqarish quvvati +50%, Nitto Denko CISFLEX +40%, Resonac disklar +31%, HOYA Vetnamda yangi shisha substrat zavodi; AQShning ikki yirik kompaniyasi esa hozirgacha HDD bo‘yicha hech qanday maxsus kengaytirish e’lon qilmagan.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
RBC qurilish mahsulotlari segmentiga nisbatan ehtiyotkorlik bilan qaramoqda: uy-joy tiklanishi kutilmayapti, bir necha aksiyalar reytingi pasaytirildi.
RBC Capital Markets, uchinchi chorak moliyaviy hisobotlar mavsumi oldidan qurilish mahsulotlari sektoriga nisbatan ehtiyotkorlikni kuchaytirdi, daromad prognozlarini pasaytirdi va bir nechta individual aksiyalar reytingini tushirdi, chunki yuqori foiz stavkalari, inflyatsiya hamda sust uy-joy talabi 2027-yilgacha davom etishi mumkin.
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
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