-- 世界的な半導体業界団体であるSEMIは、中東情勢の緊張や広範な貿易摩擦によるサプライチェーンへの圧力にもかかわらず、半導体需要は引き続き堅調に推移すると予想していると、ロイター通信が火曜日に報じた。 SEMIは、半導体業界の売上高が今年1兆ドルに達し、2035年までに2兆ドルに倍増すると予測している。この成長は、主にAI関連データセンターの急速な拡大によって牽引されるという。 アジット・マノチャCEOはロイターに対し、地政学的リスクが短期的な成長を阻害する可能性は低いものの、ヘリウムや臭素といった主要材料の不足が長期的な見通しに影響を与える可能性があると述べた。また、供給面での脆弱性を指摘し、東南アジア諸国に対し、グローバルな生産ネットワークを強化・多様化するために半導体製造能力を拡大するよう促したと、ロイターは報じた。 （マーケットチャッターのニュースは、世界中の市場専門家との会話に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
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One Gas Q1 Sales Volume Down Despite Higher Customers, Warmer Weather
US natural gas utility One Gas (OGS) Monday reported a decline in gas sales volume, despite a growth in customer base and a warmer weather, resulting in lower Q1 revenue.For the quarter ended March 31, natural gas volumes delivered across all sectors dropped year over year to 119.0 billion cubic feet from 144.6 Bcf, while the number of customers grew to 2.32 million from 2.31 million.Volumes sold mainly to the residential, commercial, and industrial customers fell to 59.9 Bcf from 79.3 Bcf. Corresponding revenue weakened to $769.9 million from $870.4 million.Gas delivered to the transportation sector also decreased to 59.1 Bcf from 65.3 Bcf. The segment revenue eased to $40.1 million from $43.8 million.The company saw weaker demand and revenue despite a warmer weather. During the period, weather across the company's service areas was 21% warmer than normal. In the same quarter of 2025, weather was 5% colder than average.The impact of warmer weather on demand and financial results was "tempered by weather normalization mechanisms," the company said.Oklahoma, Kansas, and Texas all experienced warmer weather during the quarter, with the number of customers also increasing versus a year earlier, data showed.
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Asia
Manappuram Finance Turns to Profit in Fiscal Q4
Manappuram Finance (NSE:MANAPPURAM, BOM:531213) posted a consolidated attributable net profit of 4.04 billion Indian rupees in the fiscal fourth quarter ended March 31 against a consolidated loss of 1.91 billion rupees a year ago.Earnings per share stood at 4.76 rupees compared with a loss per share of 2.40 rupees a year earlier, according to a filing to the stock exchanges on Monday by the financial services provider.Revenue from operations in fiscal Q4 increased year on year to 26.1 billion rupees from 23.6 billion rupees a year earlier.The company's board recommended an interim dividend of 0.50 rupees per share for the fiscal year ended March 31, which will be paid to shareholders on record as of May 11.
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Japan