01 / Materials
Chemistry creates edge.
フォトレジスト、研磨材、封止材、基板材料。微細化と高性能化の境界には、常に素材の進化があります。
Investor / Based in Tokyo
Nana
Hagiwara
Investing in the future of semiconductors.
About Me
Quiet conviction.
Deep supply chains.
Nana Hagiwara is a talented investor focused on the structural depth of Japan's semiconductor ecosystem, from front-end equipment and advanced materials to power, water, and clean-room infrastructure.
Holdings
100
Across two curated books
Focus
9
Specialized supply-chain themes
Style
Long
Research-led compounding
Lens
JP
Domestic industrial advantage
Investment Philosophy
The wafer is only the visible surface.
半導体投資は、完成品メーカーだけを見るものではありません。材料、露光・検査・成膜・洗浄、電力、水処理、空調、建設設備まで含めた価値連鎖を読み解くことで、次の成長点を早く、静かに捉えます。
02 / Equipment
Precision is leverage.
製造装置、検査、搬送、切断、成膜。サイクルを超えて残る競争力は、精度と歩留まりの中に宿ります。
03 / Infrastructure
Fabs need invisible giants.
電力、水、空調、配線、施工。巨大なファブ投資の裏側を支える企業群にも、持続的な需要があります。
Portfolio / Core Holdings
Semiconductor universe.
extensive holdings are organized into two views: the classic semiconductor chain and the next-generation infrastructure, materials, and equipment expansion book.
hover cards for glow / category signal
Insights / Latest Thinking
Notes from the fab cycle.
市況、設備投資、素材、電力制約、AI需要を横断して、半導体サプライチェーンの次の変化を読みます。
Research Note
Advanced packaging is becoming the new battlefield.
Substrate, bonding, inspection, and materials suppliers are gaining strategic relevance.
Field Memo
Power and water are semiconductor assets.
Fab expansion reframes utilities and facility engineering as core growth infrastructure.
Market View
Japan's quiet moat is process discipline.
Materials, precision tools, and manufacturing craft compound behind the headlines.
Thesis
AI demand broadens the investable chain.
The winners extend beyond chips into thermal, power, cleanliness, and yield support.
Contact
Let's discuss the next silicon decade.
IR teams, founders, operators, and long-horizon capital partners are welcome to reach out.