I think the “Japan-US Semiconductor Agreement” was the bigge...

I think the “Japan-US Semiconductor Agreement” was the biggest factor that brought the Japanese semiconductor industry to a fundamental end, but I think the United States has gone too far.

Because it weakened Japan so much, China, which became a global factory, became relatively strong. 　

The US-China confrontation will intensify further in the future

US supports Japan as Asia's last bastion 　

I'm delusional about the scenario of allowing the depreciation of the yen and strengthening the international competitiveness of Japanese companies...

I feel that semiconductors no longer fit into the fundamentals of individual companies, and there is a competition for share between nations.

This is the reason why I continue to hold semiconductor stocks because I dare to like value stocks “even though I know they are overpriced.”