📘 “The Semiconductor World Order in 2030: The Triple Structure Redefines the World.”
Written by Masayuki Tomoyasu
The “semiconductor shortage” phase is winding down. But the industrial rules themselves are in the process of being rewritten.
This book presents a framework that redefines the semiconductor industry toward 2030 not in terms of the conventional “linear value chain” but in terms of the following three layers:
🔷 Upper tier: arithmetic capitalism → a world where generative AI turns computing power itself into new capital
🔷 Middle Tier: Resilient Green Infrastructure → Supply chain restructuring intertwined with geopolitical risks and decarbonization requirements
Lower level: Distributed intelligence society → Edge AI and autonomous systems will be integrated into social infrastructure.
— also discusses its strategic direction.
It is for those who want to read fragmented industry news as a systematic “strategy story.
