【メモリ高騰】半導体部材株、日本最強説!【兜町オンラインセミナー】
• 北浜オンラインセミナー 第287回 やっぱり半導体 関連部材に注目! This is the YouTube channel for Iwai Cosmo Securities' online trading service, "Cosmo Netre." Kazuaki Shimada, a strategist in the Investment Research Department, provides easy-to-understand explanations of the domestic and international investment environment and current hot topics in the Kabutocho Online Seminar. This time, he will be discussing "Semiconductor Materials." Kazuaki Shimada: After graduating from Waseda University, he joined the former Iwai Securities. He worked in Japanese stock dealing for 12 years. He worked in the Bond Department and the International Division of the Investment Research Department (US Stocks) before assuming his current position as a Japanese stock strategist. 0:00 Introduction to the Kitahama Online Seminar 1:40 [Semiconductor Materials] Japan Holds 50% of the Global Market Share 5:25 [Why Focus on Back-End Processing?] Semiconductor Manufacturing Process 12:14 Click here for a list of related stocks [Supervised by Analyst Kazuyoshi Saito] 20:32 Why is Resonac So Strong? 25:32 Summary Iwai Cosmo Securities Co., Ltd. ◆Online Trading Website: https://www.iwaicosmo.net/ ◆Corporate Website: https://www.iwaicosmo.co.jp/ ■■■We've Launched Official Social Media Accounts! ■■■ Iwai Cosmo Securities' official social media accounts deliver useful investment information and the latest information on seminars, campaigns, products, and more. ▼Iwai Cosmo Securities Official Social Media Accounts https://www.iwaicosmo.net/netlp/sns/i... ▼Click here to open an account https://www.iwaicosmo.net/begin/account/ ▼Iwai Cosmo Securities Channel @IwaicosmoSec The products we handle may lose their investment principal due to price and exchange rate fluctuations, and some products may result in losses exceeding the principal. Fees and risks vary by product, so please carefully read the pre-contract documents, prospectus, or "Risk and Fee Explanation Page" for the relevant product. ▼Risk and Fee Explanation Page https://www.iwaicosmo.co.jp/importance/ Iwai Cosmo Securities Co., Ltd. Financial Instruments Business Operator, Kinki Local Finance Bureau (Kinsho) No. 15 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association, and Financial Futures Association of Japan #Semiconductors #SemiconductorMaterials #Memory #Kioxia #DRAM #hbm #Resonac #RasaIndustry #HOYA #TriChemicalLaboratory #AGC #Advantest #KazuakiShimada #KazuyoshiSaito
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[Getting away from China] Japanese-made rare earths, here are the related brands! [Kabutocho Onli...

【マイクロン決算】急落したAI・半導体相場の見通しはどう変わるか? $1,000億ドル契約・HBM4・日本への波及を読み解く
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[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...

Palantir Completely Changed the War, Russia Is Furious... Nuclear War?! | Professor Lee Moon-youn...

【隠れ半導体】味の素やTOTO…実は“半導体”で稼ぐ銘柄特集!【兜町オンラインセミナー】
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No Semiconductor Crash: 5 Years of Supply Already Sold Out (CEO Lee Seon-yeop, AFW Partners) | Re...

Eiji Kinouchi [Memory stocks are strong but not AI-driven: 'The price exceeding 72,000 yen indica...

【日本株:国策銘柄15選】木野内栄治×田代昌之/防衛株の狙い目/サンリオはまだ伸びるのか/AI・半導体株の次の主役/NVIDIAの勢いに急ブレーキか/高市政権の成長戦略を読み解く【マーケット超分析】

June 26, 2026: Reflationary Policy Has Reached Its Limit - What Defines a First-Class Reflationis...
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[Nikkei Average at 60,000 Yen] Semiconductors surge, but not necessarily overvalued [Kabutocho On...

【次世代のスター銘柄を探せ】それは「フィジカルAI」?「NEXT NVIDIA」? 松井証券 資産運用!学べるラブリーSeason20 ~AI・半導体編2~#3

【朝倉慶vs武者陵司】日本株「超強気派」が激突/日経平均10万円は通過点に過ぎない/トランプ関税はアメリカを救う唯一の手段/「円安・株高・金利高」は止まらない
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HBM 넘어 '3D 적층' HBS 시대 열린다?… "AI 꿈의 반도체, 주인공은 삼전-SK하닉 될 것"[머니가이드 for 영올드 Ep.33 김정호]

【ライブ】日経平均株価下落/《決算速報》レーザーテック上方修正 第一三共 コマツ 商船三井など/キオクシア株価急騰/株式投資/最新情報|1月30日(金)〈Every Stock NEWS 高橋和江〉

半導体の「次」を狙え!AI社会を物理的に支える「データセンター・インフラ株」特集(岩井コスモ証券 堂林克規)

【26年後半の投資戦略&面白株】大川智宏氏:日本株も米国株もAIからインフレ&金利高へ ⁉日経平均7万円相場で気絶はNG/岡村友哉氏:キオクシア名前が◎?半導体運輸もガスも│株のお兄さんS2│松井証券

