Unpacking the Semiconductor Industry's Future Strategies Amid AI Surge and Major Investments

The semiconductor sector is currently experiencing a significant boom due to an explosion of demands driven by artificial intelligence (AI). Major industry players such as TSMC, Intel, and Samsung are embroiled in fierce competition over advanced process technologies, primarily focusing on 2nm and 3nm production nodes. In this dynamic landscape, the Japanese Management Development Association, in collaboration with the Kansai Management Association, is hosting a seminar titled "Wataru Izumiya's Advanced Technology Information Research Meeting" on February 12, 2026, from 12:30 PM to 2:30 PM. Renowned journalist Wataru Izumiya, who has reported on the semiconductor industry for over 35 years, will lead attendees through the latest industry trends and challenges.

The Global Semiconductor Market in Transition

The semiconductor market is undergoing a historic transformation fueled by burgeoning industries such as AI, cloud technology, electric vehicles (EVs), and autonomous driving. The surge in demand has triggered the largest investment cycle in the industry’s history, positioning it at critical junctures across various nations. For instance, TSMC is ramping up investments in Taiwan and Kumamoto, Japan, in preparation for mass production of 2nm chips. In contrast, companies like Intel and Samsung are intensifying their rivalry in cutting-edge processing technologies.

Across the US and Europe, substantial government subsidies are being implemented as part of the CHIPS Act, leading to new opportunities and challenges in the supply chain, further intensifying the competition for technological dominance. Meanwhile, Japanese manufacturers like Rapidus, Kioxia, and Renesas are incorporating next-generation technology development into their long-term strategies. Understanding how Japanese manufacturing can harness these changes and transform them into opportunities is crucial in this evolving landscape.

Insights from Wataru Izumiya

In this seminar, Wataru Izumiya will draw upon his extensive experience and unique resources to provide insights into what the manufacturing sector should prioritize in terms of investments and preparedness. His understanding of semiconductor technology, electronics, automotive, and energy sectors will guide participants through the latest trends affecting the global industrial landscape. Key discussion points include:

- The future of advanced process competition (3nm/2nm/GAA) and investment strategies from the US, Europe, and Japan.
- The current state of the semiconductor market driven by the AI boom, focusing on GPUs, HBM, and advanced packaging technologies.
- Structural transformation in automotive semiconductors, particularly in EVs, autonomous vehicles, and power semiconductor growth.
- The implications of the ongoing power struggle among TSMC, Intel, and Samsung for Japanese enterprises.
- Massive investments in the semiconductor sector and the ongoing restructuring of supply chains globally.
- Emerging new markets created by the metaverse, quantum technologies, and advanced sensing capabilities.
- Recommended technologies and sectors for medium-sized and small manufacturers to focus on going forward.

Seminar Details

This hybrid event will take place both in-person in Tokyo and online, ensuring accessibility for participants nationwide. It is tailored for executives and decision-makers in small to medium-sized enterprises eager to navigate the evolving landscape of the semiconductor industry.

Details:

- Date & Time: February 12, 2026, 12:30 PM - 2:30 PM
- Venue: Ginza Creston 32F, "Sumire", Akashicho 8, Chuo Ward, Tokyo
- Access: 7 minutes walk from Tsukiji Station or 8 minutes from Shintomi-cho Station
- Registration: Open for both online and real participation

Contact for Inquiries:
Email: [email protected]
Phone: +81-6-6312-0691

This seminar represents an opportunity to absorb invaluable insights from a seasoned expert in the semiconductor industry, making it a must-attend event for industry stakeholders.

About JMDA and KMCA

The Japanese Management Development Association (JMDA) and Kansai Management Association (KMCA) have a rich history of over 70 years empowering the Japanese management landscape. With a mission to illuminate the intricacies of modern enterprise management in response to industrial demands, these associations have nurtured numerous seminars, training, and consulting services tailored for business leaders. The ongoing conference series, attracting substantial attendance, showcases their commitment to fostering growth in Japan’s industrial sector.