Topic · 06 of 08

Business & Finance

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Business & Finance

Rapidus Government Investment Revealed: Golden Shares, Voting Rights Controls, and Japan's $19B Semiconductor Gamble

Japan reveals the full picture of its Rapidus investment scheme: becoming top shareholder with just 10% voting rights, holding golden shares with veto power, and a mechanism to seize majority control if finances deteriorate. We compare Japan's $19B commitment with the US CHIPS Act and EU Chips Act, and examine whether Rapidus can realistically mass-produce 2nm chips by 2027.

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News, Society & Economy

BOJ Rate Hike Signals: Hawkish Board Member Takada Calls for "Gear Shift" as Inflation Risks Mount

BOJ's most hawkish board member Hajime Takada urged further rate hikes in a Kyoto speech, using a "gear shift" metaphor to describe Japan's monetary policy normalization. With the 2% inflation target nearly achieved and wage growth accelerating for a fourth year, we analyze what this means for global markets, the yen carry trade, and how Japan's path diverges from the Fed and ECB.

Tech & Science

AI-RAN Alliance: Japan's Government Joins Global Push to Turn Cell Towers Into AI Brains

Japan's Ministry of Internal Affairs and Communications has joined the AI-RAN Alliance, an international consortium turning cell towers into AI processing hubs. With SoftBank, NVIDIA, Samsung, and other tech giants on board, this move signals Japan's commitment to distributed AI infrastructure — and its strategic positioning in the US-China tech race heading into the 6G era.

News, Society & Economy

BOJ Board Appointments: Two Reflationists Named, Rate Hike Bets Fade as Nikkei Hits Record ¥58,583

Japan's government nominated two pro-easing "reflationist" academics to the BOJ policy board, reflecting PM Takaichi's dovish stance. The move sent rate hike expectations tumbling and the Nikkei to an all-time high of ¥58,583 (+2.20%). We analyze the yen impact, bond market reaction, and how this compares to the Fed and ECB's approach to central bank independence.

Tech & Science

Silicon Qubit Breakthrough: Hitachi Achieves 99.1% Gate Fidelity, Plans Cloud Access by 2027

Hitachi and Tokyo Institute of Science have achieved a 280x improvement in coherence time and 99.1% gate fidelity using ordinary silicon — no special isotopes needed. Unlike IBM and Google's superconducting approach, Hitachi's silicon-based quantum computer leverages existing chip-making infrastructure. With cloud access planned for 2027, Japan is carving its own path in the global quantum race.

Business & Finance

Japanese Government Bonds Draw Global Money: Amundi Goes Bullish for First Time in 30 Years as Foreign Investor Buying Hits Record Levels

Europe's largest asset manager Amundi has shifted to overweight on Japanese government bonds for the first time in 30 years. Foreign investors bought a net ¥6.04 trillion ($40 billion) in JGBs in January 2026, the second-largest monthly figure on record. We analyze how BOJ rate hikes, political stability, and diversification from US assets are driving global money into Japan's bond market.