【Seminar】Direction of Pricing and Development Strategies in the Semiconductor Industry and Business Opportunities

Entered the second growth cycle - The driving force of demand shifts from humans to machines, with performance improvement demands prioritizing speed.

Our company will hold a seminar titled "Price Strategies, Development Strategy Directions, and Business Opportunities in the Semiconductor Industry." The semiconductor industry cannot avoid cycles of ups and downs (cyclical theory), but on the other hand, it is returning to a phase where speed is the top priority, and the peak of the next cycle is expected to exceed the peak of the previous cycle, forming a structure of "cyclical growth" (structural theory). Mizuho Securities believes that the semiconductor industry has entered its second growth cycle. We will illustrate the differences from the low-growth era since 2000 (the latter half of the first growth cycle) and highlight the commonalities with the semiconductor industry up to the mid-1990s (the first half of the first growth cycle) with specific examples. We will detail the new price strategies, the direction of development strategies including government involvement, the upcoming technology roadmap, and key factors that will mark a significant turning point. 【Seminar Details】 ■ Date and Time: July 17 (Wednesday) 13:30 - 15:30 (Doors open at 13:00) ■ Venue: JPI Conference Square ■ Speaker: Mizuho Securities Co., Ltd. Equity Research Department Analyst Mr. Yoshitsugu Yamamoto *For more details, please refer to the PDF document or feel free to contact us.

others