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Guests
Satoshi Oyama | CEO of Grossberg
After graduating from Keio University Graduate School, he joined Tokyo Electron in 1985. After working as an analyst at a foreign securities firm, he moved to Fujitsu. He was involved in management strategy for the semiconductor division. He was in charge of analysis in the industrial electronics field at IHS Markit.

Hideki Tagami | Senior Visiting Researcher, Geoeconomics Institute
After graduating from Waseda University's School of Political Science and Economics, he joined a general trading company and spent 30 years engaged in a wide range of industrial analysis centered on risk management and value chain analysis. He was appointed to the position of Economic Security Officer in 2021 and has been a Senior Visiting Researcher at the Geoeconomics Institute since 2024.

Table of Contents
00:00 Digest
01:19 Why the Semiconductor Boom Now?
05:24 Industry Polarization Caused by AI
14:22 Japan's Semiconductor Strategy and the Challenge of Rapidus
26:24 Domestic Semiconductor Company Ranking
33:10 Which Semiconductor Companies Offer a Great Work Environment?
35:13 Ending

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Photo: iStock

#semiconductor #market #DRAM #Kioxia #TSMC #equipment #manufacturer #device #industry #AI #boom #Japan #government #Rapidus #factory #pivot