【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト

✅The stock prices, indexes, and other figures displayed on the screen are current as of March 5, 2026. 👀 Check out professional investment information 24/7! ▼Nikkei CNBC online (¥1,650 per month, tax included) https://online.nikkei-cnbc.co.jp/ ────────────────── 🎥 Four programs per weekday! Listen to expert commentary exclusive to members! ▼Nikkei CNBC One Coin (¥490 per month, tax included)    / @nikkeicnbc   ────────────────── 🔔Please subscribe and like our channel! ▼Nikkei CNBC YouTube    / @nikkeicnbc   "Riding in the Wave of Reassessment! Power Semiconductors" Commentary: Tomotaro Tajima (Nikkei CNBC Commentator) Host: Sumie Sone (Nikkei CNBC Anchor) Table of Contents 02:14 Stock Navigator: Riding the Wave of Reassessment! Power Semiconductors 02:50 EV Demand Slows, Data Centers Providing a Tailwind ・Structural Change: EV Demand Tailwind and AI and Data Center Demand 03:45 Power Semiconductor Market Expected to Experience High Growth in the Medium to Long Term ・Market Growth Outlook and Changes Brought About by Next-Generation Materials (SiC and GaN) 04:48 ROHM: V-Shaped Recovery and Strong Data Center Sales ・V-Shaped Stock Price Recovery, Upward Earnings Revision, and the Impact of Demand for AI Servers 06:48 Next-Generation Materials and Domestic Production Are Key Points of Evaluation ・SiC and GaN Semiconductors, Strengthening Domestic Production, and Focus on NVIDIA-Related Moves 07:43 Renesas: AI Infrastructure Demand Supports High Profit Margins ・Background to 32% Operating Margin Forecast and Data Center Sales Sales Growth 09:30 Stock Prices in a Correction Phase, but the Medium-Term Trend Remains Strong ・Adjustment Following a New High, and the Previous High Levels Are a Concern 10:39 Sumitomo Bakelite: Record Profits and Solid Stock Price ・Strengths in Semiconductor-Related Materials and Stable Earnings and Stock Price 12:18 Shindengen Electric Manufacturing Co., Ltd.: SiC Business Integration to Improve Corporate Value ・Business Restructuring Leads to Rapid Recovery, and Stock Price Remains Undervalued 14:14 Enomoto: Lead Frame Stock with Accelerating Growth ・Expansion of Power Semiconductor-Compatible Products and Expectations for the Fiscal Year Ending March 2027 15:55 Caution Regarding High Prices and the Next Investment Timing ・Points to Note and Strategies Based on Technical Indicators such as MACD 16:11 Currency Trends: USD/JPY Moves to the 157-yen Range 📢 Recommended Nikkei CNBC Videos Here‼ ● Learn "Behind the Scenes Investing Techniques" from Shigeru Fujimoto    • 【89歳現役トレーダー・藤本茂さんに学ぶ「人の裏を行く投資術」】投資歴70年・資産2...   ● Buffett's Parting Gift: What He Wanted to Share in His Final Year as CEO    • 投資の神様バフェットに学ぶ【投資家の醍醐味は企業と価値創造を伴走できる│コモンズ投信...   [Stock Market Outlook] ・Ryoji Musha (CEO, Musha Research)    • 【米国株が史上最高値を更新し続ける3つの要因！｜武者陵司氏】エヌビディアは恩恵を受け...   ・Koji Yajima (NLI Research Institute)    • 【高市政権は危機をチャンスに変えられるか｜ニッセイ基礎研究所 矢嶋康次氏】日銀12月...   ・Shingo Ide (NLI Research Institute)    • 【S&P500のEPSは下落基調気になる割高感│井出 真吾氏】ディープシークショック...   ・Eiji Kinouchi (Daiwa Securities)    • 【日経平均はいつピークアウトしてもおかしくない│木野内栄治氏】オラクル受注は価格競争...   ▼Foreign Exchange and USD/JPY Exchange Rate Commentary▼ ・Ogawa Maki (Sony Financial Group)    • 【12月の日米金融政策はほぼ織込み済み？注目は会見内容│尾河眞樹氏】野口審議委員の発...   ・Yoshio Iguchi (Traders Securities)    • 【ドル円ポジション、個人投資家VS.ヘッジファンド…勝つのは？│井口喜雄氏】店頭FX...   ▼Financial & Economic Commentary▼ ・Toshihiro Nagahama (Dai-ichi Life Research Institute)    • 【サナエノミクスは日本版MSSE？積極財政とプライマリーバランスの行方│永濱利廣氏】...   ・Takahide Kiuchi (Nomura Research Institute)    • 【日銀金融政策・不確実性の塊のような状況│木内登英氏】事実上の利上げ一時停止宣言／予...   ▼Gold Investment & Derivatives▼ ・Yuichi Ikemizu (Japan Precious Metals Market Association)    • 【金の新たな買い手はステーブルコイン!?│池水雄一氏】金を持たざるリスクの高まりで上...   Watch unlimited market videos, including live and on-demand. ▼Paid video streaming "Nikkei CNBC online" available here▼ https://online.nikkei-cnbc.co.jp/ #TomotaroTajima #StockAnalysis #TomotaroTajima'sStockNAVI #TokyoMarket #NikkeiAverage #StockPrice #Today #StockMarket #Closing #TOPIX #ClosingPrice #JapaneseStocks #BreakingNews #Investment #StockInvestment #AssetManagement #Latest #Market #News #USStocks #NQN #NikkeiCNBC #Why #NIkkei225 #JPY #Japan #Japanase #yen #Index #Stock #Market #Latest #NikkeiStockAverage #closingsession #FinancialMarkets #StockPriceTrends #EconomicNews #DollarYen #ExchangeRate #FiscalTrends #JapaneseEconomicOutlook #MacroeconomicPolicy #AssetManagement