【後編】経済小説家×投資家が語る半導体覇権争いの行方【藤野英人×真山仁】
This time, we welcome Jin Mayama, author of the book "Chips" (Nikkei BP), released in February 2026, and together with professional investor Hideto Fujino, we will discuss the future of the battle for dominance in the semiconductor industry and the importance of cultivating novelistic thinking. [Recording Date] May 21, 2026 [Participants] Jin Mayama (Novelist) Hideto Fujino (Founder of Rheos Capital Works Co., Ltd.) [Table of Contents] 00:00 Opening 01:08 Is a Taiwan Crisis Possible? 08:35 Defense Technology and Startups 17:10 Cultivating Novelistic Thinking 23:07 Making "Chips" Personal ▼Jin Mayama X (Former Twitter) https://x.com/mayamajin ▼"Chips (Part 1) Vulture 6" and "Chips (Part 2) Vulture 6" Written by Jin Mayama, published by Nikkei BP Published https://bookplus.nikkei.com/atcl/cata... https://bookplus.nikkei.com/atcl/cata... "Money Learning Place!" is a channel where you can learn about money, investment, and economics—topics that are usually difficult to discuss—in a fun way with the members of Hifumi. ▼Money Learning Place! TikTok / okanenomanabiba ▼Click here for information on Hifumi Investment Trust https://hifumi.rheos.jp/lp/?argument=... ▼Hifumi Official YouTube Channel / rheoscapitalworks Risks and Fees Related to Investment Trusts https://www.rheos.jp/policy/risk/ Rheos Capital Works Co., Ltd. https://www.rheos.jp/ #Hidehito Fujino #Jin Mayama #Semiconductor Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 1151 Member Association: Japan Asset Management Association

【前編】経済小説家×投資家が語る半導体の衝撃【藤野英人×真山仁】

【日経平均10万円時代に備えろ】モメチン相場のキオクシア「プロ投資家としては買えない」/3年でテンバガー狙うならスタンダード市場を見よ/AI時代に効く「スリッパの法則」《個人投資家・藤野英人》
![[Hiroki Takahashi vs. Political Scientist] Is Japan Warmongering? Taiwan Contingency and American...](https://i.ytimg.com/vi/CRGiNjNQehM/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBp_La7D6lHHQKX0_kJF40A9knHyQ)
[Hiroki Takahashi vs. Political Scientist] Is Japan Warmongering? Taiwan Contingency and American...

【斎藤幸平】「もう未来は悪くなるしかない」/「進歩が続く」は幻想か/「AIと軍事」管理する方法は?/AIの脅威から人類の未来を守れ/民主主義を守る国家の役割/人新世の「黙示録」【FUTURECARD】

Accelerating Japan's Future Through the Power of Investment: What is Hifumi Policy Drive Pro? 【Hi...
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[Hiroki Takahashi vs. Economist] AI to impact 60% of jobs... Which jobs will vanish, which will g...
![[Part 1] The AI Revolution: What Happens Next? [Hideto Fujino x Naoki Shibata]](https://i.ytimg.com/vi/JQkKrYq-Las/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCnSTHunV3rLRjnioy8BOB4XlR90g)
[Part 1] The AI Revolution: What Happens Next? [Hideto Fujino x Naoki Shibata]
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[NEXT Kioxia] Benefits from NVIDIA-related activities shift from memory to battery storage for da...
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[Life Insurance Industry] The Hidden Mechanisms Behind Frequent Scandals

Trump Puts Himself Centerstage; Fewer Ships Passing Hormuz | Bloomberg This Weekend: July 5
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[Basic Policies] PM Takaichi's Pet Project: The "First Year of Responsible Fiscal Expansion"—A ¥3...

Louis-Vincent Gave: Inside China's Plan to Kill the Dollar's Dominance

【高橋洋一無双】「財務省は間違えた」日本が30年成長しなかった本当の理由を国会で暴露…国民が知らなかった“失われた30年”の真相【高橋洋一/北村晴男/会田卓司】

The Last Word with Lawrence O'Donnell - July 7 | Audio Only

麻雀とパチンコで鍛えた「期待値」が武器!金融資産5億円の某哲也さんが明かす、手間をかけずに利益を狙う「お昼寝投資法」――億り人の必勝法 vol.13【ザイの資産形成塾】

【口コミ分析:半導体企業】ディスコの平均年収1600万円超えの理由/東京エレクトロンはベンチャー/アドバンテストの外資化/ラピダスの致命的弱点/日本メーカーの逆襲【INDUSTRY MAP】
![[Yoichi Takahashi x Ryoji Musha x Shinichiro Suda] Is a Nikkei Average of 65,000 Just the Beginni...](https://i.ytimg.com/vi/2No_L0jJy3E/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDRdf42GUQMUCPj6F86ari8WmwgIA)
[Yoichi Takahashi x Ryoji Musha x Shinichiro Suda] Is a Nikkei Average of 65,000 Just the Beginni...
![[Part 2] What Jobs Can’t Be Taken by AI? [Hideto Fujino × Naoki Shibata]](https://i.ytimg.com/vi/v06PL7P2LgQ/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLB0TMK6-MfCcQV0kUyolql6h2cHQA)
[Part 2] What Jobs Can’t Be Taken by AI? [Hideto Fujino × Naoki Shibata]

【注目は銀行×宇宙ビジネス!?】乱高下する半導体・メモリ株の行方 / ユニクロ・セブン決算を紐解く / ツルハHDとドラッグストア・小売業界の課題について【大川&Nobbyの聴くだけ投資】大川智宏

