Semiconductor Industry

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Business & Economy

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

As AI growth makes chip power consumption a critical global issue, Japan's next-generation chip technologies are drawing attention. Tohoku University's MRAM cuts power consumption to a hundredth of conventional chips, while the diamond semiconductors led by Saga University have hit 120 GHz operation and are heading toward space and 6G applications. A report on Japan's technological edge and the competition with the US and China.

Business & Economy

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.

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Business & Economy

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.

Business & Economy

Neuromorphic SoC: Honda and Mythic Co-Develop Brain-Inspired Chip to Reshape Autonomous Driving

Honda invests in U.S. startup Mythic to co-develop a neuromorphic SoC inspired by the human brain. By combining analog compute-in-memory technology with Honda's AI expertise, this brain-like chip achieves both massive power savings and high AI performance—potentially transforming autonomous driving for next-generation software-defined vehicles.

Business & Economy

Renesas Posts First Loss in 6 Years: How Wolfspeed's Bankruptcy Exposed Japan's Semiconductor Vulnerabilities

Japan's semiconductor giant Renesas Electronics reported a ¥51.7 billion net loss for FY2025—its first red ink in six years. Triggered by Wolfspeed's bankruptcy causing a $1.6 billion write-down, sluggish automotive demand, and a slow pivot to AI chips, the results raise questions about Japan's semiconductor strategy. We analyze what went wrong and what comes next.