Companies & Industry

540 Articles in this topic
Life & Lifestyle

Osaka Ohsho's LA Debut: A New Japanese Food Export Model Built on Experiential Dining

Osaka Ohsho, the 56-year-old Japanese gyoza chain, opens its first North American flagship in Sawtelle (Little Osaka), Los Angeles, on May 8, 2026. We unpack the Mitsubishi Shokuhin joint venture, the SNS-driven distribution strategy, the tableside cooking spectacle, and how the brand plans to flip gyoza from a ramen side dish into a main attraction.

Business & Economy

Mitsubishi Electric CEO Demands Power-Semiconductor-Only JV: New Framework Splits Three-Way Alliance

On April 28, 2026, the day Denso formally withdrew its acquisition proposal for Rohm, Mitsubishi Electric CEO Kei Uruma declared he wants to spin off only the power semiconductor businesses of all three companies and form a joint venture. This proposes a different framework from Rohm and Toshiba's full semiconductor integration plan, adding a new wrinkle to the world No.2 alliance vision. We analyze competition with Wolfspeed, Infineon, and STMicroelectronics, the SiC market share battle, and the impact on the EV industry.

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Entertainment & Culture

SEGA Bets Sonic on ASEAN: Why Thailand's CP Group Deal Could Reshape Japanese Gaming's Southeast Asia Push

On April 27, 2026, SEGA signed an MOU with Thailand's largest conglomerate, the C.P. Group, to jointly develop entertainment business across ASEAN. With Sonic and Angry Birds at the core, the deal targets a $14B+ Southeast Asian gaming market. We unpack who the CP Group is, what SEGA stands to gain, and the real risks behind Japanese gaming's biggest ASEAN bet yet.

Business & Economy

Tokyo Disney Operator Hits Record $4.4B Revenue—Yet Its Stock Trades at Half Its Peak. Here's Why

Oriental Land Company, operator of Tokyo Disney Resort, posted record revenue of 704.5 billion yen ($4.4 billion) for fiscal 2026, yet operating profit fell, and the stock has been cut nearly in half since 2023, hitting a fresh year-low days before the earnings release. Here is what is making investors nervous about the 'house of mouse' in Japan, from shrinking margins and demographic headwinds to a 330 billion yen cruise gamble.

Business & Economy

Sovereign AI CPU Battle: Fujitsu's MONAKA + Rapidus + NVIDIA Strategy vs Europe's SiPearl and China's Loongson

Fujitsu is doubling down on its sovereign AI strategy with the FUJITSU-MONAKA CPU series, choosing Rapidus as a manufacturing partner and 'coexisting' with NVIDIA's GPUs rather than competing. We compare Japan's hybrid approach to China's fully autonomous Loongson (LoongArch) and Europe's Arm-based SiPearl, revealing how Japan's pragmatic balance defines a third path in global chip sovereignty.

Society

BOJ Holds Rates But 3 Dissenters Send Hawkish Signal: Ueda's Press Conference, Political Pressure Allegations, and Market Reaction

The Bank of Japan held its policy rate at 0.75% on April 28, 2026 by a 6-3 vote, with three dissenters proposing a hike to 1.0%, a first under Governor Ueda. We unpack Ueda's press conference, allegations of pressure from the Takaichi administration, the sharp upward revision in inflation forecasts, the immediate market reaction, and the divergence between domestic and international assessments.

Business & Economy

Nissan Swings to Operating Profit: $690M Forecast Upgrade Powered by Cost Cuts, Weak Yen and US Emissions Rule Repeal

Nissan revised its FY2026 operating outlook from a 60-billion-yen loss to a 50-billion-yen profit. The 110-billion-yen swing reflects cost cuts, yen weakness, and a one-off provision reversal tied to the US repealing its greenhouse-gas vehicle rule. Net loss still expected at 550 billion yen for a second straight year of red ink.

Life & Lifestyle

Tokyo Gas Raises Base Fee for First Time in 46 Years: The Real Story Is Why It Was Frozen That Long

Tokyo Gas raises its monthly base fee by ¥150 ($0.94) starting October, the first hike since 1980. But in Japan, many are reacting with 'isn't 46 years of NO change the weird part?' A look at how Japan compares to US, UK, and Sweden gas bills, what yen weakness and LNG imports mean, and why this signals the end of Japan's deflation era.

Technology

Submarine Cable Power Play: NEC Goes After 35% of the Internet's Backbone as US, France, and Japan Lock Out China

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.

Business & Economy

Kumamoto Science Park Launches: Japan's 31-Hectare Semiconductor Hub to Revive 'Hinomaru Chips' by 2030

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.