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台湾TSMC、日本の半導体工場建設を延期へ 米国投資を優先
【東京】半導体受託生産で世界最大手の台湾積体電路製造(TSMC)は、トランプ米政権の関税措置の可能性を踏まえ、米国での拡張に資金をより迅速に投入するため、日本での第2工場の建設を延期する方針だ。計画に詳しい複数の関係者が明らかにした。
ヤルデニはS&P500が2025年末までに6500に達すると予想している。これは6月30日の水準から約5%の上昇だ。しかし、ヤルデニのメルトアップ論によると、この主要な株価指数は2029年末までに1万にまで上昇し、60%の値上がりを示すという。
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