Semiconductor Industry

89 Articles in this topic
Business & Finance

Power Semiconductor Shakeup: Denso's $8.2B Bid for Rohm Collapses, and What It Means for Japan's Chip Strategy

Denso proposed a tender offer for Rohm worth up to 1.3 trillion yen (about $8.2 billion), then withdrew it in April 2026 after Rohm's special committee declined to endorse the deal. Consolidation has shifted to a Rohm-Toshiba-Mitsubishi Electric alliance. Here is the competitive picture against Infineon, onsemi, and China's fast-rising players.

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Business & Finance

Rapidus Government Investment Revealed: Golden Shares, Voting Rights Controls, and Japan's $19B Semiconductor Gamble

Japan reveals the full picture of its Rapidus investment scheme: becoming top shareholder with just 10% voting rights, holding golden shares with veto power, and a mechanism to seize majority control if finances deteriorate. We compare Japan's $19B commitment with the US CHIPS Act and EU Chips Act, and examine whether Rapidus can realistically mass-produce 2nm chips by 2027.

Tech & Science

Silicon Qubit Breakthrough: Hitachi Achieves 99.1% Gate Fidelity, Plans Cloud Access by 2027

Hitachi and Tokyo Institute of Science have achieved a 280x improvement in coherence time and 99.1% gate fidelity using ordinary silicon — no special isotopes needed. Unlike IBM and Google's superconducting approach, Hitachi's silicon-based quantum computer leverages existing chip-making infrastructure. With cloud access planned for 2027, Japan is carving its own path in the global quantum race.

Business & Finance

Next-Gen Chip Tech: Why Japan Leads in Ultra-Low-Power MRAM and Diamond Semiconductors

As AI's explosive growth makes chip power consumption a critical global issue, Japan's next-generation chip technologies are drawing worldwide attention. Tohoku University's MRAM memory reduces power consumption to 1/100th of conventional chips, while Saga University's diamond semiconductors — called the "ultimate semiconductor material" — advance toward space and 6G applications. We report on Japan's technological edge and the intensifying competition with the US and China.

Business & Finance

Canon's KrF Lithography Challenge to ASML: New Machine Targets NAND Shortage as $330M Factory Goes Live

Canon is launching its first new KrF lithography system in 14 years, boosting throughput by 30% to challenge ASML's dominance. With a global NAND shortage creating opportunity and a $330 million factory expansion underway, Canon's multi-front strategy, including nanoimprint lithography and ArF dry re-entry, signals Japan's semiconductor equipment counterattack.

Business & Finance

Rapidus Unveils World's First 600mm Square Glass Substrate: Japan's Bold Challenge to TSMC in AI Chip Packaging

Rapidus CEO Atsuyoshi Koike unveiled the world's first 600mm square glass substrate RDL interposer at SEMICON Japan 2025. With 10x production efficiency over conventional 300mm wafers, the technology targets AI chip cost reduction. A detailed comparison with TSMC's CoWoS and Intel's Foveros, plus Rapidus's 2028 mass production roadmap for Japan's semiconductor packaging strategy.

Business & Finance

NAND Flash Market 2026: AI Demand Outpaces Supply as Japan's Kioxia Posts Record Revenue Exceeding $14 Billion

Japan's Kioxia is set for consecutive record-breaking years, with revenue exceeding $14 billion for the first time. NAND production capacity for 2026 is already "sold out" as AI data center demand far outpaces supply. From a rocky IPO to the world's best-performing stock of 2025 with a 540% gain, we explore Kioxia's remarkable turnaround and what it means for Japan's semiconductor renaissance.