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Please subscribe and rate the channel. ▼PIVOT app allows you to play without ads and in the background▼ Download the app here↓ (free) https://app.adjust.com/1e473tzq <Table of Contents> 00:00 Digest 01:00 Semiconductors in 2040 10:05 Is the semiconductor industry a bubble? 24:40 Does Rapidus have a chance to win? 31:56 Outlook for the semiconductor industry 44:55 What will be the turning point in 2040? <Guest> Koshiba MasanobuFormer Chairman of JSR/Chairman of the Economic Security Committee of the Japan Association of Corporate ExecutivesJoined Japan Synthetic Rubber (now JSR) in 1981. In 1990, he was transferred to Silicon Valley in the US to establish a semiconductor materials business base. From 2019 to 2023, he was in charge of international relations, advanced technology, and economic security as the Vice Representative Director of the Japan Association of Corporate Executives. In 2023, he was appointed as an outside director of Rapidus. ▼Related book: "The Future of Semiconductors in 2040" by Mitsunobu Koshiba https://amzn.to/3X6UpKS ※This link uses Amazon Associate Links <Related Videos> • [Understanding Semiconductors from the Basics] Why they're called the oil of the 21st century / NVIDIA's design methods... ▼"Super Industry Analysis" Semiconductors Part 1: • [Industry Analysis: Semiconductors] NVIDIA's dominance continues for two years / NVIDIA's weaknesses / Int... Part 2: • [Industry Analysis: Semiconductors] Annual salaries, working styles and corporate culture of seven Japanese companies / Tokyo Electron is a young... #Semiconductors #AI #NVIDIA #NVIDIA #TSMC #Intel #AMD #JASM #TSMCKumamotoFactory #Rapidus #TokyoElectron #pivot