パワー半導体
パワー半導体は電力制御・変換を担うデバイス群。SiC/GaN、IGBTやMOSFETが主軸で、EV、再エネ、産業機器、急速充電が核心領域。このセクターの時価総額は1354.19 billion USDで、24時間の騰落率は-1.37%です。構成銘柄20銘柄のうち、5銘柄が上昇（25.00%）、15銘柄が下落（75.00%）しました。上昇率トップはNavitas Semiconductor Corporation（NVTS）で、24時間の上昇率は+4.66%でした。パワー半導体は幅広いリスクオフの動きの中で弱含みとなった。短期的には防御的に構え、追いかけ買いは避けるべきだ。収益の見通しや在庫の正常化を指針に、調整局面では高品質のリーダー銘柄を買い増ししつつ、金利やEV・産業市場における最終需要の動向を注視する。
名前 | 最新価格 | 変動率 % | 最新価格 / 変動率 % | チャート | 価格帯 | 操作 |
|---|---|---|---|---|---|---|
 GEVGE Vernova Inc. | 985.87¥161,367.20 | -2.84%-¥4,730.40 | 985.87 -2.84% | ¥156,550.10¥166,097.55 | ||
 TXNTexas Instruments Incorporated | 279.33¥45,720.73 | -0.11%-¥50.74 | 279.33 -0.11% | ¥44,949.80¥46,071.01 | ||
 VRTVertiv Holdings Co Class A | 285.13¥46,670.08 | -1.85%-¥883.90 | 285.13 -1.85% | ¥45,195.32¥47,553.95 | ||
 ADIAnalog Devices, Inc. | 371.69¥60,838.22 | -0.08%-¥52.38 | 371.69 -0.08% | ¥59,545.15¥61,044.46 | ||
 STMSTMicroelectronics N.V. | 53.19¥8,706.14 | +3.21%+¥271.71 | 53.19 +3.21% | ¥8,436.07¥8,706.14 | ||
 FLEXFlex Ltd. Ordinary Shares | 113.61¥18,595.68 | -4.12%-¥800.40 | 113.61 -4.12% | ¥17,950.79¥19,396.10 | ||
 MCHPMicrochip Technology Inc | 78.07¥12,778.50 | -1.07%-¥139.13 | 78.07 -1.07% | ¥12,514.97¥12,933.99 | ||
 ETNEaton Corporation, plc Ordinary Shares | 396.49¥64,897.48 | -1.87%-¥1,240.69 | 396.49 -1.87% | ¥63,691.16¥66,138.18 | ||
 ONON Semiconductor Corp | 88.80¥14,534.80 | +2.24%+¥319.18 | 88.80 +2.24% | ¥14,066.66¥14,534.80 | ||
 APHAmphenol Corporation | 149.55¥24,478.34 | -2.06%-¥517.23 | 149.55 -2.06% | ¥24,141.16¥24,995.57 | ||
 NVTSNavitas Semiconductor Corporation | 11.46¥1,875.77 | +4.75%+¥85.11 | 11.46 +4.75% | ¥1,790.66¥1,887.23 | ||
 NVTnVent Electric plc Ordinary Shares | 147.71¥24,177.17 | -2.68%-¥667.81 | 147.71 -2.68% | ¥23,635.40¥24,844.99 | ||
 VSHVishay Intertechnology, Inc. | 36.82¥6,026.70 | -3.61%-¥225.88 | 36.82 -3.61% | ¥5,818.82¥6,252.60 | ||
 VICRVicor Corp | 203.10¥33,243.40 | -3.78%-¥1,307.80 | 203.10 -3.78% | ¥32,375.90¥34,551.21 | ||
 WOLFWolfspeed, Inc. | 23.69¥3,877.58 | +2.59%+¥98.20 | 23.69 +2.59% | ¥3,661.52¥3,877.58 | ||
 ARWArrow Electronics, Inc. | 213.62¥34,965.32 | +0.64%+¥222.60 | 213.62 +0.64% | ¥33,863.76¥34,965.32 | ||
 POWIPower Integrations Inc | 62.35¥10,205.45 | -1.74%-¥181.68 | 62.35 -1.74% | ¥9,927.19¥10,387.13 | ||
 AVTAvnet, Inc. | 87.92¥14,390.75 | -1.67%-¥245.50 | 87.92 -1.67% | ¥14,065.02¥14,636.27 | ||
 ACLSAxcelis Technologies Inc | 128.00¥20,951.00 | -4.39%-¥962.44 | 128.00 -4.39% | ¥20,239.03¥21,913.48 | ||
 AOSLAlpha and Omega Semiconductor Limited | 30.30¥4,959.50 | -1.71%-¥86.75 | 30.30 -1.71% | ¥4,751.63¥5,067.53 |