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, targeting AI data center market growth. The world's leading semiconductor encapsulant manufacturer strengthens its portfolio with epoxy molding compounds and bonding pastes amid explosive memory demand.
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 concerns intensify, Japan is launching major initiatives to strengthen its semiconductor supply chain through cross-company information sharing platforms and specification standardization. Explore the latest developments including the MUFG-NTT Data platform initiative and the government's 10 trillion yen support framework.
A comprehensive guide to next-gen AI chips announced at CES 2026: NVIDIA's Vera Rubin, AMD's Instinct MI500/Ryzen AI 400, and Intel's Core Ultra 300 Panther Lake. Compare performance specs and understand how the AI semiconductor battle is reshaping data centers and consumer PCs.
Kyoto University startup FLOSFIA achieves mass production technology for 4-inch gallium oxide (Ga2O3) power semiconductor wafers at 1/50th the cost of SiC. With a Baliga figure of merit 7,000 times higher than silicon, this Japanese-origin material is poised to revolutionize EV and renewable energy markets.
Japan commits over ¥10 trillion ($65 billion) to semiconductor revival by 2030. Explore Rapidus's 2nm production goals, equipment & materials strengths, and global competition in this comprehensive analysis of Japan's "Crisis Management Investment" strategy.
Japanese startup blueqat unveiled Japan's first domestic semiconductor quantum computer at SEMICON Japan 2025. Leveraging existing chip manufacturing technology, the company targets 1 million qubits by 2030 and commercial deployment in 2026. With relaxed temperature requirements compared to superconducting systems, desktop-sized quantum computers may become reality.
Kyushu Electric's CEO predicts 20-30% power demand increase by 2034 due to TSMC semiconductor expansion and AI data center growth. Japan's 7th Basic Energy Plan emphasizes renewables and nuclear power to meet surging electricity needs.
According to the latest forecast by SEAJ (Semiconductor Equipment Association of Japan), sales of Japanese-made semiconductor manufacturing equipment are projected to reach ¥5.5 trillion in FY2026, up 12% YoY, exceeding ¥5 trillion for the first time in history. Expanding investment in advanced AI semiconductors is driving growth, with Japanese companies like Tokyo Electron expected to gain global market share.