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#Economic Security

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All58 stories tagged #Economic Security

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Business & Finance

ROHM's GaN Gamble: Racing to Go It Alone by 2027

TSMC, the world's largest foundry, is quitting GaN power-chip manufacturing. ROHM, which built its flagship 650V parts inside TSMC's fabs, has licensed the technology and is racing to mass-produce in Hamamatsu by 2027. A look at the China-US rivalry and Japan's vertical-integration bet.

Business & Finance

TSMC vs Intel: Skipping the $400M High-NA Machine, and Why Japan Holds the Key

Intel switched on the world's first High-NA EUV machine; TSMC skipped the $400M tool. Being slow to the newest lithography once cost Intel a lost decade. Is TSMC repeating that mistake? Its confidence rests on Japan: Mitsui Chemicals' EUV pellicle and the HOYA/Shin-Etsu/AGC mask-blank near-monopoly (about 90% share).

News, Society & Economy

Urban Mining: Japan Enlists Movers and Couriers to Keep Rare Metals Home

Japan discards 650,000 tons of small electronics a year, yet recovers only about 15%. The rest mostly leaks abroad through an untracked invisible flow. On June 5, 2026, the Environment Ministry picked six pilots enlisting movers and couriers to keep the metals home.

Business & Finance

Sputtering Targets: JX Advanced Metals Sells a Copper Mine to Bet on Chip Materials

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.