On February 9, 2026, Japan's Nikkei 225 hit an all-time high of 56,363 after the LDP's landslide election victory. But 291 stocks actually fell. From KDDI's subsidiary fraud scandal to Fujikura's ignored record earnings and the struggling auto sector, here's a deep dive into the stocks that missed the historic rally.
TSMC upgrades its Kumamoto Fab 2 from 7nm to cutting-edge 3nm production, targeting mass production by 2028 with $17 billion investment. CEO C.C. Wei personally briefed Japan's PM Takaichi on the plan. We analyze what this means for Japan's semiconductor revival, AI infrastructure, and global chip supply chain diversification.
Ibiden, the dominant supplier of IC package substrates to NVIDIA and Intel, has announced a massive $3.2 billion investment plan over three years to boost production capacity 2.5x. Discover how this Japanese manufacturer in Gifu Prefecture is positioning itself as the backbone of the global AI infrastructure boom.
Kyoto-based precision instrument maker HORIBA has acquired Indian startup Pristine Deeptech to accelerate diamond wafer commercialization. Diamond is called the "ultimate semiconductor material" with properties far surpassing silicon. Learn about HORIBA's strategy to build an R&D hub in India for next-generation power semiconductors and quantum sensors.
On February 3, 2026, the Nikkei 225 surged 2,065 yen to close at an all-time high of 54,720. We analyze the driving forces behind the 5th largest daily gain in history, including the semiconductor rally revival, US market momentum, yen weakness, and the "Takaichi Trade" ahead of snap elections.
The Bank of Japan has officially begun selling its massive ETF holdings worth ¥37 trillion ($240B) at book value. With annual sales of just ¥330 billion, this unprecedented unwinding could take over 112 years. Here's what it means for global markets and Japan's financial future.
Japan achieved a world-first by extracting rare earth mud from 6,000m deep near Minamitorishima in January 2026. Explore the latest on Japan's seabed mineral resource development, commercialization roadmap, environmental challenges, and what it means for global critical mineral supply chains.
Both the US and Japan are undergoing historic shifts in digital asset regulation in 2026. From Trump's GENIUS Act and Bitcoin Strategic Reserve to Takaichi's 20% flat tax and financial instruments law reform, explore how the world's two largest crypto-friendly economies are reshaping the future of digital finance.
Japan's first yen-pegged stablecoin JPYC surpasses ¥1 billion in cumulative issuance with 13,000 accounts in just 3 months. Explore what's driving this rapid growth and how Japan's stablecoin market is heating up with mega-bank entry on the horizon.
SoftBank subsidiary SAIMEMORY partners with Intel to develop ZAM (Z-Angle Memory), a next-generation memory technology targeting 2-3x the capacity of HBM at half the power consumption. Discover how this revolutionary vertical stacking architecture aims to disrupt the Korean-dominated AI memory market and revive Japan's semiconductor legacy.
Japan's National Tax Agency is cracking down on a ¥50 billion real estate tax avoidance scheme used by the wealthy. Following the "tower mansion tax" reforms, new regulations now target rental buildings and real estate investment trusts. Under proposed 2026 tax reforms, investment properties purchased within 5 years of inheritance will be valued based on their purchase price.