Submarine cables carry 99% of international data traffic, and roughly 90% of new construction is controlled by just three companies: SubCom (US), Alcatel Submarine Networks (France), and NEC (Japan). Japan now wants 35% of that market by 2030, and NEC's CEO is targeting 40%. We unpack the AI-era infrastructure race, the Taiwan Strait cable cuts, the exclusion of China's HMN, and why undersea cables have become the new front line of geopolitics.
Kumamoto Prefecture, Koshi City and Mitsui Fudosan signed a partnership agreement on April 27 to launch a 31-hectare 'Kumamoto Science Park' core hub — modeled on Taiwan's Hsinchu — to anchor Japan's semiconductor revival around TSMC's 3nm Kumamoto fab by 2030. We compare it with the US CHIPS Act and EU Chips Act, and unpack the land-price spikes and labor crunch already reshaping the region.
Mitsubishi Electric is in talks to transfer 50% of its $4.3B auto parts subsidiary to Taiwan's Foxconn, with a deal expected by May. As BYD captures 19% of the global EV market, how is Japan's auto supply chain being reshaped?
Blaze Entertainment has confirmed that Evercade's NEOGEO support will continue into 2027, sharpening the contrast with PLAION's faithful-recreation NEOGEO AES+. With six games per cartridge at roughly $5 per title versus AES+ cartridges at $89.99 each, the two officially-licensed approaches to SNK's legendary console couldn't be more different — and Japanese media is calling it the 'Reiwa NEOGEO War.'
Mazda will end domestic production of its signature compact car Mazda2 (formerly Demio) at the end of August 2026. We explore the 30-year legacy of the car that saved Mazda from bankruptcy in the 1990s, and what this means for Japan's shrinking compact car market.
Toshiba Energy Systems, Airbus, and Toyota are racing to commercialize superconducting motors that promise 10x the power density of conventional motors. Dubbed the 'ultimate motor,' the technology enables hydrogen aircraft and hydrogen-engine cars while leveraging Japan's decades of niche superconductor expertise. As eVTOL startups falter, why is Japan's aviation motor technology suddenly central to the global decarbonization race?
On April 25, 2026, Denso announced plans to withdraw its $8.2 billion acquisition proposal for Rohm. Rohm chose the three-way alliance with Toshiba and Mitsubishi Electric, while Denso pivots to actively explore partnerships with third parties. We analyze the conclusion of Japan's 50-day power semiconductor reshuffle and what's next for Toyota Group's chip in-house strategy.
Takemitsu Takizaki, the 80-year-old founder of Keyence, will retire from the board after the June 2026 AGM. Why is the founder of Japan's most profitable company stepping aside now? A look at Keyence's astonishing 52% operating margin, the contrast with Nidec's recent governance crisis, and the model of a quiet, successful succession at one of Japan's most enigmatic corporate giants.
Resonac, the world's top supplier of back-end semiconductor materials, has fully launched US-JOINT, a 12-company Japan-US consortium R&D center in Union City, California. The goal: cut proof-of-concept cycles from six months to one, and plug directly into the custom AI chip development of GAFAM-class hyperscalers.
NEC has begun a strategic partnership with Anthropic, becoming the first Japanese company named as a global partner. The deal embeds Claude Opus 4.7 and Claude Cowork into NEC's BluStellar DX platform for banks, manufacturers, and local governments, and deploys Claude across roughly 30,000 employees. We break down NEC's three-layered AI strategy spanning its own cotomi LLM, the national Physical AI initiative, and now Anthropic, and examine why Tokyo's IT giants are hedging toward Claude over ChatGPT.
Honda will end four-wheeler sales in South Korea by the end of 2026, closing a 23-year chapter with cumulative sales of just 108,600 cars. The retreat coincides with China factory shutdowns from June 2026, the cancellation of the Sony-Honda AFEELA EV, and scrapped North American EV plans, part of a sweeping strategy to concentrate resources on the US, Japan, India, and ASEAN. A deep dive for global readers.
