Semiconductor-related stocks in the spotlight What stocks to look out for in 2024

2024/07/28 16:01 (Updated 2025/08/06 19:07)
Editors of Iolite
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注目の半導体関連株 2024年に注目すべき銘柄とは——

Semiconductor industry estimated to be worth 100 trillion yen in the next 10 years.

The business climate in the semiconductor industry has been characterized by short-term boom and bust cycles, but even in the Corona Disaster, growth has been so high that automobile manufacturers have had to reduce production and shut down operations due to a shortage of semiconductors.

The 2024 problem is being discussed, as new plants around the world will be operational around 2024, but demand for semiconductors is high from a medium- to long-term perspective, as the world moves towards a digital society, including the use of IoT, AI, 5G and big data.

The demand for semiconductors is high from a medium- to long-term perspective, as the demand for semiconductors is expected to reach ¥100 trillion over the next 10 years, so if semiconductor-related stocks were to sell off significantly due to the 2024 problem, it would be an opportune time to buy at a push.

The data in the table on this page are current as of 10/11/2023.

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MAGAZINE

Iolite Vol.16

November 2025 issueReleased on 2025/09/30
Interview with Iolite FACE vol.16, concon Inc. CEO Fumiyoshi Takahashi PHOTO & INTERVIEW: Takanori Kataishi Feature: "2026: Abnormal Adoption Frontlines!!" "Prepare for Bitcoin's Golden Month" "Three US Bills: Promoting Innovation or Preventing Surveillance? A Major Restructuring of US Crypto Policy: What Does the Three Major Bills Paint for the Future?" Crypto Journey: "The Crypto Industry's 'Shadow Guardian' Sees Global Security Transformation" Interview with Hacken CEO Dima Budrin Series: "An Expert's Perspective on the Fluctuating Cryptocurrency Market" Virtual Nishi Series: Tech and Future: Toshinao Sasaki, etc.