Semiconductor Industry

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.

A comprehensive look at SiC and GaN power semiconductor innovations reshaping the industry. From 8-inch wafer migration and vertical GaN breakthroughs to surging AI data center demand, explore Japan's role in the next-gen power revolution.

Discover how Japanese food giant Ajinomoto dominates the global semiconductor market with its ABF insulating material. Learn the surprising story of how amino acid manufacturing expertise became essential for cutting-edge CPU production.

Hiroshima University and Phenitec Semiconductor achieved the world's first SiC integrated circuit prototype production in a commercial fab. This revolutionary semiconductor technology operates at 500°C and under high radiation, enabling applications in extreme environments like Venus surface exploration and Fukushima nuclear decommissioning—expanding humanity's frontier through Japanese innovation.

Generative AI doubles computing demand every 5.5 months. Far from a 'bubble,' this is a structural transformation of the semiconductor industry. Explore NVIDIA's dominance, Japan's strengths in equipment and materials, and how Rapidus and TSMC Kumamoto are shaping the future of Japanese semiconductors.

NIMS and University of Tokyo researchers have developed a revolutionary wafer-scale deposition technology for next-generation semiconductor material MoS2 (molybdenum disulfide). By discovering two key growth mechanisms, self-alignment and self-limiting, they achieved uniform, high-quality monolayer films across entire 2-inch wafers. This breakthrough opens the path to post-silicon semiconductors for sub-1nm node transistors.

Sumitomo Bakelite acquires Kyocera's semiconductor chemical business for ¥30 billion, filling a gap in materials for AI data center memory. The world's leading encapsulant maker adds epoxy molding compounds and bonding pastes in its largest deal to date.

Even TSMC's record 9 trillion yen investment can't meet AI chip demand. Amid supply shortages, Japan's Rapidus challenges 2nm mass production. We analyze Japan's semiconductor comeback potential through short TAT strategy and economic security perspectives.

As economic security rises up the agenda, Japan is moving to strengthen its semiconductor supply chain through cross-company information sharing and standardized specifications. The MUFG-NTT Data platform, the government's ¥10 trillion support framework, and the designation of semiconductors as a national strategic technology.