[Japan Planning Institute Co., Ltd.] [JPI Seminar] “Semiconductor industry pricing strategy, direction of development strategy, and business opportunities” held on Wednesday, July 17th
*View in browser* *Japan Planning Institute Co., Ltd.*
Press release: June 7, 2024
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[JPI Seminar] “Semiconductor industry pricing strategy, direction of development strategy and business opportunities” held on Wednesday, July 17th
*JPI (Japan Planning Institute), which plans and holds business seminars, will hold the following seminars. *
JPI (Japan Planning Institute) is an analyst at Mizuho Securities Co., Ltd., Equity Research Department.
We will be holding a seminar inviting Mr. Yoshitsugu Yamamoto to give a detailed explanation of the direction of pricing and development strategies and business opportunities in the semiconductor industry. Click here to apply * *
entered the second growth cycle
*Semiconductor industry pricing strategy, direction of development strategy, and business opportunities*
~ Demand driver shifts from humans to machines; performance
improvement demands prioritize speeding up ~
* [Date and time] *
* Wednesday, July 17, 2024 13:30 – 15:30*
*We will continue to accept applications for archive distribution even after the seminar has ended.
* 〔Teacher〕*
Mizuho Securities Co., Ltd.
Equity Research Department
Analyst
Mr. Yoshitsugu Yamamoto
* [Lecture summary] *
In the semiconductor industry, cycles of ups and downs are inevitable (cyclical theory), but on the other hand, the industry has returned to a phase where speeding up is the top priority, creating a structure of “cyclical growth” in which the peak of the next cycle exceeds the peak of the previous cycle. There is (structural theory). Mizuho Securities believes that the semiconductor industry has entered its second growth cycle. In addition to showing the differences from the low-growth era after 2000 (the second half of the first growth cycle), we also use concrete examples to show the similarities with the semiconductor industry up to the mid-1990s (the first half of the first growth cycle). In addition to a different pricing strategy, the direction of the development strategy including government involvement, and the future technology roadmap, we will explain in detail the factors that will be a major turning point.
* [Lecture items] *
* 1. The semiconductor industry has entered its second growth cycle* (1) The growth rate of the semiconductor industry will rise (2) Demand driver shifts from humans to machines
(3) Freedom from overspecification
* 2. History repeats itself*
(1) Return to the phase where speeding up is the top priority (2) Products/technologies that meet technical requirements will sell at a high price
(3) There is an opportune time to engage in development due to the attractiveness of the technology.
* 3. Both high speed and low power consumption are required* (1) AI-GPU is equivalent to the pace of improvement in processing power of CPUs in the 1990s
(2) Accelerating the introduction of 3D technology in both front and back processes
(3) Once again, the problem of heat generation is at a major turning point. * 4. Related questions and answers *
* 5. Business card exchange/social gathering*
■Please use it for networking, developing new customers, and developing new business.
■For those taking the live streaming course, we will also set aside time for individual online dialogue with the lecturer after the venue business card exchange has ended.
* [How to attend] *
You can choose from on-site attendance, live streaming, or archived streaming (you can watch as many times as you like for 2 weeks). * [Tuition fee] *
1 person: 33,360 yen (tax included)
2 or more people: 28,360 yen (if applied at the same time within the company or at an affiliated company)
Business card exchanges and social gatherings* are held between* instructors and participants* who do not normally interact with each other, allowing them to expand their network and expand their business.
Click here to apply ◆After the seminar, you will be able to ask questions and make arrangements for the instructor.
◆This service is extremely useful for building human networks between instructors and participants, and for creating new business. ◆We will continue to accept applications for archive distribution even after the seminar has ended.
* [Inquiry] *
Japan Planning Institute Co., Ltd.
Kowa Hiroo Building, 5-2-32 Minami-Azabu, Minato-ku, Tokyo 106-0047 TEL.03-5793-9761 FAX.03-5793-9767
URL https://www.jpi.co.jp
* [About JPI (Japan Planning Institute)] *
As a “bridge of knowledge between politics, the public sector, and the private sector,” we support the elaboration of national policies and national projects, and provide useful information for the execution of business by executives and senior managers who aim to create national knowledge. For half a century, we have continued to provide seminars in the form of real-life seminars with limited participants. *About details about this release*
https://prtimes.jp/main/html/rd/p/000000979.000042328.html
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