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#Economic Security

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All58 stories tagged #Economic Security

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Tech & Science

HTS Tape: The Fusion Bottleneck Italy's Suprema Wants to Break — and Why Japan Still Leads

A single fusion reactor needs about 10,000 km of high-temperature superconductor tape, and five years ago almost no one could make that much. Now four Italian physicists at startup Suprema are building Europe's largest tape plant to break in. But the companies that already dominate this wire are mostly Japanese: two of the four global fusion-grade producers are based in Japan. Inside the race over the thin ribbon fusion runs on.

News, Society & Economy

Rare Earth Export Curbs: Japan Demands China Fix Them at APEC

At the APEC trade ministers meeting in Suzhou, China, Japan's industry minister demanded that exporting countries rectify arbitrary rare earth curbs. A look at the slow squeeze on Japan, its roots in a Taiwan remark, and Tokyo's exit strategy.

Tech & Science

Physical AI: Kawasaki Opens a Silicon Valley Hub with NVIDIA, Microsoft and Fujitsu

Kawasaki Heavy Industries—maker of jets, bullet trains and motorcycles—has opened a physical AI development hub in Silicon Valley, teaming up with NVIDIA, Analog Devices, Microsoft and Fujitsu. We unpack why a 130-year-old industrial giant is betting on AI that acts in the real world, and where Japan stands in the US-China robotics race.

News, Society & Economy

OpenAI to Offer 'GPT-5.5 Cyber' to Japanese Government: Why Nakasone Flew to Tokyo, and What It Means for the Anthropic 'Mythos' Race

OpenAI is moving to offer its newest cyber-focused AI model, GPT-5.5 Cyber, to the Japanese government and industry. Former NSA Director Paul Nakasone, now an OpenAI board member, flew to Tokyo to pitch critical-infrastructure cooperation. We unpack the contrast with Anthropic's tightly controlled Claude Mythos, the China-threat framing, and what it means that OpenAI wants Japan as its first international partner.

Tech & Science

Japan's First 100% Hydrogen Power Plant: UK-Backed Hoku Energy Wins National Auction for 106.6MW Aomori Project

Hoku Energy K.K., the Japanese subsidiary of UK-based Hoku Infrastructure, will build Japan's first new-build 100% hydrogen mono-firing thermal power plant in Aomori Prefecture. The 106.6MW Daiichi Plant, awarded under Japan's 3rd Long-Term Decarbonized Power Source Auction, is scheduled to start operations in the early-to-mid 2030s. We compare it with hydrogen power efforts by Plug Power, MHI in Utah, Linde, Air Liquide, and South Korea's Doosan, and explain what it means for Japan's GX strategy.

News, Society & Economy

Three Pacific Islands Just Got Their First-Ever Internet Cable — and It's the Story of How the Quad Quietly Outbid China

NEC has completed the East Micronesia Cable System (EMCS), a 2,250-kilometer optical submarine cable that gives three Pacific island nations their first-ever fiber connectivity. For Tarawa, Nauru, and Kosrae — roughly 100,000 people who had only known the 600-millisecond delay of satellite internet — the upgrade is transformative. The backstory is equally striking: in 2018, China's HMN Tech (formerly Huawei Marine) underbid NEC and Alcatel Submarine Networks by more than 20%. A 2020 US diplomatic warning to Micronesia, the World Bank's withdrawal, and a 2021 Japan-US-Australia rescue plan rewrote the project. Five years later, the cable is in the water.

Business & Finance

TSMC's Kumamoto Fab Books First Profit: Japan's $20 Billion Chip Gamble Starts to Pay Off

TSMC's Japanese subsidiary JASM posted a quarterly profit of NT$951 million (about $30 million / ¥4.78 billion) in Q1 2026 — the first time the Kumamoto fab has been in the black since mass production began in December 2024. We unpack what the 14-month turnaround means against the backdrop of Japan's ¥1.23 trillion in subsidies, the Sony-Denso-Toyota partnership, TSMC's Arizona and Dresden expansions, and Rapidus's high-stakes 2nm bet.

News, Society & Economy

Anthropic Weighs Joining Japan's Cyber Defense Coalition: How Tokyo's 'Middle Path' on AI Rules Diverges From EU and US

Anthropic's Head of Global Affairs Michael Sellitto arrived in Tokyo May 15 and confirmed the company is weighing participation in the cyber defense corporate alliance proposed by Japan's ruling LDP. Modeled on US Project Glasswing, the framework will test Japan's distinctive 'middle path' — an AI Promotion Law with no penalties, sitting between the EU AI Act's hard regulation and the deregulatory turn under the Trump administration.

News, Society & Economy

Japan Aims to Double Research Funding: PM Takaichi's 'New Technological Nation' Vision

PM Sanae Takaichi pledges to effectively double research funding and build a 'new technological nation,' targeting AI, semiconductors, and quantum to compete with the US, China, and Korea. We examine the reality behind the plan—Japan's 3.44% R&D-to-GDP ratio, declining PhD numbers—and whether the strategy can work.

News, Society & Economy

Azerbaijan Crude Reaches Japan First Time: Caspian Oil Joins the Post-Hormuz Supply Map

About 283,000 barrels of Azerbaijani crude procured by ENEOS arrive at Negishi Refinery in Yokohama on May 12 — the first Central Asian crude ever to reach Japan. We unpack the type of oil, Azerbaijan's production capacity, and the wider patchwork now stitched together from the US, Mexico, Russia (Sakhalin-2), and beyond — plus the paint-thinner shortage that won't go away.

Tech & Science

On-Chain Finance 2028: SMBC and Mitsui & Co. Reveal Japan's RWA Tokenization Roadmap (and an AI Legal Personhood Debate)

At a Fireblocks event in Tokyo, SMBC Group CDIO Kazuho Isowa and Mitsui & Co.'s Shinsuke Waka outlined Japan's on-chain finance strategy. January 2028 will bring simultaneous tax and financial-law reforms. ZipangCoin is going cross-border on public chains. And 95% of JPYC trades are now executed by AI. We compare Japan's cooperative model with JPMorgan's $5 billion-a-day Kinexys.