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 fresh 150-billion-yen government injection pushes the state's share of Rapidus's capital to roughly 60%. Yet Tokyo capped its voting rights at 11.5%, keeping the firm out of state-enterprise territory by design. We unpack subsidies versus equity, the fate of the 2nm skeptics, and the question of who will actually buy the chips.
ROHM and Quanmatic put quantum annealing to work on a chip fab's front-end process, lifting output about 3%. Here's why a number that sounds small is actually a big deal on a factory floor.
The world's first factory built to mass-produce diamond semiconductors has opened in Okuma, the Fukushima town that hosts the wrecked Daiichi nuclear plant. How a material researchers chased for 40 years found its purpose in the place that needed it most.
Ultra-pure water is the invisible backbone of chipmaking, so clean that a stadium of it may hold less impurity than a single sugar cube. Three Japanese firms, Kurita, Organo and Nomura Micro Science, lead the world. We unpack their technical edge and the contest with global rivals like Veolia.
Asahi Kasei has developed a photosensitive polyimide film for advanced semiconductor packaging—turning a liquid material into a laminated film, the same playbook behind ABF. We explain what it means for AI chiplet packaging, how it stacks up against US and Korean rivals, and why Japan keeps winning the materials game.
At the APEC trade ministers meeting in Suzhou, China, Japan's industry minister demanded that exporting countries rectify arbitrary rare earth curbs. A look at the slow squeeze on Japan, its roots in a Taiwan remark, and Tokyo's exit strategy.
An Osaka University team has shrunk a key step in magnetic tunnel junction fabrication from hours to about 1.7 seconds using flash-lamp annealing—up to thousands of times faster than conventional methods, with implications for MRAM mass production and flexible sensors.
Kyoto University associate professor Mitsuaki Kaneko is commercializing SiC-based mixed-signal LSIs that work where silicon fails. His complementary JFET approach targets ADC samples in 2028-2029, opening a niche the big five SiC power players have largely ignored.
TSMC's Japanese subsidiary JASM posted a quarterly profit of NT$951 million (about $30 million / ¥4.78 billion) in Q1 2026 — the first time the Kumamoto fab has been in the black since mass production began in December 2024. We unpack what the 14-month turnaround means against the backdrop of Japan's ¥1.23 trillion in subsidies, the Sony-Denso-Toyota partnership, TSMC's Arizona and Dresden expansions, and Rapidus's high-stakes 2nm bet.
Kioxia forecast a 48-fold jump in Q1 net profit to 869 billion yen ($5.5 billion), making the Japanese NAND maker Japan's single-largest AI beneficiary on a quarterly basis after Toyota. We unpack the US ADS listing plan, the supercycle reshaping NAND prices, the HBM gap with Samsung and SK Hynix, and what it all means for Japan's broader semiconductor revival.