Advanced materials, chemicals, fibers and ceramics.
Tokyo Ohka Kogyo is No. 1 in photoresist with a 24.7% share and No. 2 in EUV resist with 28%. How a 1936 maker of coal-lamp battery material became a chokepoint in the AI chip supply chain.
Sanyo Special Steel, Japan's No.1 maker of bearing steel and a world leader in steel cleanliness, will be absorbed by Nippon Steel and dissolved on April 1, 2027. The model for the famous novel The Grand Family, it once suffered postwar Japan's largest bankruptcy. Why give up the name now? A look at China's steel glut and an unexpected Swedish thread.
Intel switched on the world's first High-NA EUV machine; TSMC skipped the $400M tool. Being slow to the newest lithography once cost Intel a lost decade. Is TSMC repeating that mistake? Its confidence rests on Japan: Mitsui Chemicals' EUV pellicle and the HOYA/Shin-Etsu/AGC mask-blank near-monopoly (about 90% share).
Mitsui Chemicals was first in the world to mass-produce the EUV pellicle, a free-standing film tens of nanometers thick. From the ASML license to the carbon-nanotube pivot and a 2027 upgrade, here is why one invisible bottleneck sits with a single Japanese plant.
Not TSMC, not ASML. A Japanese chemical maker with ~$240M in sales quietly supplies about 70% of the world's photoresist sensitizer—the ingredient inside the ingredient that prints every advanced chip.
JX Advanced Metals, maker of roughly 60% of the world's sputtering targets, is investing about 23 billion yen to expand its Hitachinaka plant by 1.6x and selling its Chilean copper mine stake to Lundin Mining for $215 million, redirecting the cash into chip materials. A look at a 120-year-old miner remaking itself as an advanced-materials company.
A single fusion reactor needs about 10,000 km of high-temperature superconductor tape, and five years ago almost no one could make that much. Now four Italian physicists at startup Suprema are building Europe's largest tape plant to break in. But the companies that already dominate this wire are mostly Japanese: two of the four global fusion-grade producers are based in Japan. Inside the race over the thin ribbon fusion runs on.
Researchers from Tokyo University of Science and Yokohama National University built a photocurable resin that hardens with light and melts back to liquid with heat. Using anthracene photodimerization, it recycles 10-plus times with no initiators or additives.
A University of Tokyo and RIKEN team has switched a magnet in just 40 picoseconds with almost no heat, using the antiferromagnet Mn3Sn. Published in Science, the result shatters the nanosecond speed limit that has held back chips for years. Here is why the wall stood, and how it fell.
A team in Japan re-engineered zinc oxide, the harmless powder in sunscreen, into a material that emits near-infrared light from a gentle fingertip press. No power, no rare earths. Here's why it matters for medicine, bridges, and the rare-earth standoff.
Light travels faster through air than glass. By hollowing out the core, OKI, Lightera and Keio University demonstrated a world-first wideband single-fiber bidirectional link. Commercialized, it could cut network power by up to 90 percent. We unpack the race, where Microsoft is already in via its Lumenisity buy, as AI devours electricity.