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Semiconductor stocks are attracting attention as we enter the age of artificial intelligence (AI). A stock price index for related Japanese stocks was launched this spring, and an ETF (exchange-traded fund) linked to this index has also been newly listed. An expert will explain the market outlook and investment methods for semiconductor stocks, including comparisons with high-yield ETFs. [Part 1] Is it still too late? Is it too late? A professional analysis of Japanese semiconductor stocks Lecturer: Mariko Mabuchi, Representative Director of the Japan Institute for Financial Economics and Economic Analyst [Part 2] A thorough explanation! Characteristics of the Semiconductor vs. High Dividend Index and How to Use ETFsLecturersMasashi Watanabe, Director of ETF Business Strategy, Nomura Asset ManagementKenji Oue, Analyst, Planning and Development, Index Business Office, Nikkei Inc.00:00 Opening01:15 Mariko Mabuchi's self-introduction and lecture summary07:10 We are succeeding in increasing supply capacity in attracting factories09:28 Global semiconductor market size and major players - There are still many areas in which Japan is strong15:11 Stock prices of the Magnificent Seven (M7) and performance trends of NVIDIA over the past five years20:30 Two key points in the semiconductor industry25:00 Issues: Technology leaps and more than Moore29:50 Key points for individual investors in investing in semiconductor stocks35:33 ■ Part 2 "A thorough explanation! Characteristics of the Semiconductor vs. High Dividend Index and How to Use ETFs"38:00 The development history of the Nikkei Semiconductor Stock Index, key points44:46 Key points of the Nikkei Average High Yield Stock 50 Index48:25 Benefits of ETFs52:25 Overview of NF Nikkei Semiconductor ETF and NF Nikkei High Yield Stock 50 ETF1:03:36 Points to note about ETFs and messages to viewers Subscribe to the Nikkei "Manabi of Money" channel, which provides fun information on asset management, household management, taxes, social security, and more! / @nikkeimanebi Nikkei Online Edition "Manabi of Money" https://www.nikkei.com/money?n_cid=SN... Manabi of Money X (formerly Twitter) account: / nikkei_manebi