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Semiconductors, dragged down again by China competition... 半導体、また中国との競争でズルズルだな…
The Nikkei 225 has been sluggish since yesterday due to China-related issues, and are AI-related semiconductor stocks also falling in sympathy? Well, it must mean the competition in NAND and DRAM, which has been talked about for a long time, is intensifying again. I wonder if these technology development races ever end. I think I'll just wait and see in this sector for a while.昨日から日経平均も中国関連でズルズルきてるけど、AI関連の半導体株も連れ安か。いやー、NANDとかDRAMで昔から言われてた競争がまた激化してるってことなんだろうな。結局、技術開発競争って終わらないのかね。しばらくこの辺りは様子見かなあ。
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Slipping behind in competition with China, that's exactly right. I thought the weak yen would ease things a bit, but ultimately, it's not about that, which is a big deal. It's been like this since the NAND and DRAM days.中国との競争でズルズルって、まさにその通りだよな。円安で少しは楽になるかと思ったけど、結局そこじゃないってことって大きいんだよな。NANDとかDRAMの時代からずっとこれだもんなあからね。
I thought the weak yen might help, but in the end, it's about competitiveness with China. DRAM and NAND are fields where you can't win unless technology keeps evolving, almost like their destiny from the old days.円安でなんとかなるかと思ったけど、結局は中国との競争力なんだよな。DRAMとかNANDって、昔からの宿命というか、技術の進化が止まらないと勝てない分野だからなあ。
It's about semiconductor competition, and I thought the Japanese folks would get a breather thanks to the weak yen, but here comes the China variable again. Korea won't be unaffected, of course. Gotta watch this one.반도체 경쟁 얘기인데, 그냥 엔저 덕분에 일본 애들이 좀 숨통 트이나 했더만 또 중국 변수네. 우리나라도 영향 없을 순 없겠지. 좀 지켜봐야겠다.
Ah, it really feels like there's nothing left. I thought the weak yen would give us some breathing room, but in the end, it's the China variable again. Our country is such a semiconductor powerhouse, it's impossible to avoid the impact. I guess we'll have to watch a bit longer...아이고, 정말 국물도 없는 거 같네. 엔저로 좀 숨통 트이나 했더니만 결국 또 중국 변수라니. 우리나라야 뭐 워낙 반도체 강국이라 영향 없을 수가 없겠지. 좀 더 지켜봐야 할 듯...