Japan's Rohm, Toshiba, and Mitsubishi Electric have announced merger talks for their power semiconductor businesses. If realized, the combined entity would hold ~10% global market share, ranking second only to Germany's Infineon. We analyze the Denso $8.3B counter-bid, EV and renewable energy demand, and what this means for global chip competition.
Four Japanese companies formed J-HRTI, a consortium to accelerate humanoid robot deployment in factories. With Japan's first private data collection center opening in July 2026, the initiative takes a unique approach focused on industrial data and real-world implementation amid fierce US-China competition.
Hong Kong hedge fund Oasis Management has raised its KADOKAWA stake to 10%, matching Sony as a top shareholder. With Oasis also targeting Nidec over accounting fraud and ValueAct boosting its MoneyForward stake to 14.39%, activist investing in Japan is surging. We analyze the forces driving this wave and what it means for investors.
Japan's SMFG is reportedly preparing for a potential takeover of US investment bank Jefferies. We analyze why Japanese megabanks are accelerating overseas M&A, compare strategies with MUFG and Nomura, and examine the risks and rewards of Japan's push into Wall Street.
Toyota Group's ¥5.9 trillion ($39B) tender offer for Toyota Industries — the founding company of the Toyota empire — has been completed, making it Japan's largest-ever domestic acquisition. We explore the Elliott Investment standoff, two price hikes, and what this means for Japanese corporate governance reform.
Bloomberg reports Nintendo is cutting Switch 2 production from 6M to 4M units this quarter after weak US holiday sales. We analyze the gap between booming Japanese software sales and slowing American demand, plus the semiconductor and tariff headwinds reshaping gaming's supply chain.
Hong Kong hedge fund Oasis Management has acquired an 8.86% stake in KADOKAWA, parent company of Elden Ring developer FromSoftware, for approximately $265 million. We break down what this activist investor's entry means for the gaming industry, the Sony partnership, and Japanese entertainment M&A trends.
Japan's Zengin Net announces plans to completely rebuild its 50-year-old interbank payment system by 2030, with real-time settlement and stablecoin/tokenized deposit integration. A historic shift for the backbone handling roughly $26 trillion annually across 1,071 institutions.
Japan's Ministry of Economy, Trade and Industry (METI) has formulated a roadmap for deploying AI-powered autonomous robots in security, waste management, and other labor-short sectors by 2030. While Japan commands ~70% of the industrial robot market, it lags behind the US and China in service robotics. The government now targets 30%+ global market share and $130 billion in the AI robot market by 2040. Here's what this national strategy means for Japan and the world.
SoftBank CEO Masayoshi Son has announced a $500 billion AI data center campus at a former uranium enrichment site in Ohio—the largest single-site investment in history. With 21 Japanese and American companies involved and 9.2 GW of gas-fired power, this project reshapes the global AI infrastructure race. Here's what Japan thinks.
Elliott Investment Management has taken a significant stake in Japan's Mitsui O.S.K. Lines, demanding $2 billion in buybacks and a subsidiary relisting. We explore how activist investors are reshaping Japan's corporate governance amid TSE reforms and record foreign interest.