Physical AI · Semiconductors · US

米国フィジカルAI 半導体

10 companies · 5 active catalysts. Members follow the latest edition; earlier editions' conditions stay on record with their status.

AMBA Ambarella· フィジカルAI専業token

Next earnings: —

OUST Ouster· フィジカルAI専業token

Next earnings: —

MBLY Mobileye· フィジカルAI専業token

Next earnings: —

NVDA NVIDIA· 汎用の下層token

Next earnings: 2026-11-17

target 2026-11-17 · 11/19前後のQ3決算でデータセンター売上が前四半期比二桁成長を継続すれば当たり、循環取引懸念が晴れなければ下振れリスク大

QCOM Qualcomm· 汎用の下層token

Next earnings: —

TXN Texas Instruments· 汎用の下層token

Next earnings: —

ADI Analog Devices· 汎用の下層token

Next earnings: —

ON ON Semiconductor· 汎用の下層token

Next earnings: —

LSCC Lattice Semiconductor· 汎用の下層token

Next earnings: —

MU Micron· 制約側token

Next earnings: —

Company	Next earnings	Current catalyst	Solana
AMBA Ambarella フィジカルAI専業 2 conditions	—	no active catalyst	token
OUST Ouster フィジカルAI専業 1 condition	—	no active catalyst	token
MBLY Mobileye フィジカルAI専業 2 conditions	—	no active catalyst	token
NVDA NVIDIA 汎用の下層 9 conditions	2026-11-17	target 2026-11-17 11/19前後のQ3決算でデータセンター売上が前四半期比二桁成長を継続すれば当たり、循環取引懸念が晴れなければ下振れリスク大	token
QCOM Qualcomm 汎用の下層 2 conditions	—	no active catalyst	token
TXN Texas Instruments 汎用の下層 1 condition	—	no active catalyst	token
ADI Analog Devices 汎用の下層 1 condition	—	no active catalyst	token
ON ON Semiconductor 汎用の下層 1 condition	—	no active catalyst	token
LSCC Lattice Semiconductor 汎用の下層 2 conditions	—	no active catalyst	token
MU Micron 制約側 2 conditions	—	no active catalyst	token

Whole theme, per call

0.01 USDC

Every member's catalysts with structured conditions and the source document, the latest verdict with its evidence URL, and the Solana mints — as JSON, x402 exact on Solana. Fields: /docs

curl -i "https://osd.x402jp.com/api/themes/physical-ai-semis-us?view=full"   # 402 → pay → 200
curl "https://osd.x402jp.com/api/themes/physical-ai-semis-us"   # free member list