A field-by-field breakdown of the 17 strategic sectors PM Takaichi named in her February 20, 2026 policy speech: AI and semiconductors, fusion, content, defense and the rest, with current standing, plans and key players, plus the public-private investment roadmap released in June 2026 that runs to over 370 trillion yen through fiscal 2040.
Canon is launching its first new KrF lithography system in 14 years, boosting throughput by 30% to challenge ASML's dominance. With a global NAND shortage creating opportunity and a $330 million factory expansion underway, Canon's multi-front strategy, including nanoimprint lithography and ArF dry re-entry, signals Japan's semiconductor equipment counterattack.
Japan's shadow banking sector is sending warning signals. With nonbank financial risks growing, real estate lending surpassing $730 billion, and credit risks shifting under BOJ rate hikes, we analyze the parallels with China's shadow banking crisis and US commercial real estate risks, plus how Japan's regulators are responding.
Japan's Ministry of Economy backs MoneyX 2026, a next-gen finance conference focused on stablecoin adoption. With the world's first stablecoin regulatory framework, key players like JPYC, Progmat, and SBI are driving digital currency into real-world use. Includes comparison with the US GENIUS Act and EU's MiCA regulation.
Japan, where 99.6% of trade moves by sea, is trying to rebuild its shipbuilding industry. The Takaichi government is putting $6.5 billion of public and private money into doubling capacity by 2035. From Mitsui E&S's world-first ammonia-fueled engine to Furuno Electric's 43% global share in marine radar, and the frigate export to Australia that was formally contracted in April 2026, here is where Japanese shipbuilding stands against China and South Korea.
Rapidus CEO Atsuyoshi Koike unveiled the world's first 600mm square glass substrate RDL interposer at SEMICON Japan 2025, yielding roughly ten times as many interposers as a 300mm wafer. How it compares with TSMC's CoWoS and Intel's Foveros, and what Japan's packaging strategy is betting on ahead of 2028 mass production.
The "joints" (actuators) that humanoid robots need over 50 of per unit are the key to industry dominance. These critical components account for up to 60% of manufacturing costs, and two Japanese companies, Harmonic Drive Systems and Nabtesco, dominate the high-precision reducer market, each leading its own reducer type. As the market grows at 80% annually and mega-corporations from the US, China, and Korea enter the race, can Japan defend its "joint hegemony"?
Japan's Ministry of Defense has signed a landmark $1.8 billion contract for a satellite constellation project. A special purpose company "TriSat Constellation," formed by Mitsubishi Electric, SKY Perfect JSAT, and Mitsui, will lead the effort alongside domestic space startups like Synspective and iQPS. A deep dive into Japan's pivotal shift in space defense strategy.
Japan is running its largest postwar industrial policy: over 10 trillion yen for semiconductors and AI through fiscal 2030, defense at 2% of GDP two years early, and 20 trillion yen in GX transition bonds. Rapidus at 2nm, TSMC Kumamoto's shift to 3nm, 14 niche global leaders, and where it stood in mid-2026.
Consumer Reports' first Safety Verdict ranked Mazda first among the 29 brands sold in North America, with Volvo 12th and Tesla 26th. What separated them was not crash performance but cockpit controls.
On February 19, 2026, Rakuten Group and Google announced Japan's first YouTube Shopping Affiliate Program partnership, letting viewers buy Rakuten Ichiba products without leaving the video. Japan is the 12th market for the program, after 11 earlier ones.