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Please subscribe and like the channel. ▼PIVOT app allows you to play without ads and in the background▼ Download the app here↓ https://app.adjust.com/1jku7oza 2025 Semiconductor Super Prediction Part 1 • [2025 Super Prediction: Semiconductors (Part 1)] Semiconductor market will grow by double digits/Memory will grow by 3-4... Part 2 • [2025 Super Prediction: Semiconductors (Part 2)] Samsung needs to reform too/The true value of Rapidus... <Table of Contents> 00:00 Impact of CES announcements 07:04 Tesla vs. Toyota/NVIDIA 17:33 Can we win with cars and robots? <Guest> Satoshi Oyama Representative of Grossberg Joined Tokyo Electron in 1985. After working as an analyst in the industrial electronics field, he moved to Fujitsu and worked on management strategy for the semiconductor division. Since 2017, he has been working full-time at the consulting company Grossberg LLC. <Reference book> Oyama Satoshi (author), Semiconductor Information for Professionals: The Oyama Report (No. 2), Kantosha Publishing https://amzn.to/4gLJm1S *This link uses Amazon Associate Links <Related Videos> "Understanding Semiconductors from the Basics" • [Understanding Semiconductors from the Basics] Why they are called the oil of the 21st century / NVIDIA's design method... "Semiconductors in 2040" • [Semiconductors in 2040] Why did we lose the semiconductor race? / The gap between Japan and the US is 10 times / Material special... #Semiconductors #NVIDIA #Intel #AMD #Taiwan #TSMC #Semiconductors #Japanese stocks #pivot #Semiconductors #AI #JASM #TSMC Kumamoto Plant #Economy #Investment #pivot