Sony Semiconductor Solutions has signed an MOU with TSMC to form a next-generation image sensor joint venture. Why is the 51% market leader pairing with Taiwan instead of going it alone? We compare it with the US CHIPS Act, EU Chips Act, and Korea's K-Chips Act, and explore the Apple-Samsung tug-of-war shaping the physical-AI era.
Reuters reports Japan conducted multiple yen-buying interventions during the May Golden Week, exploiting thin holiday liquidity. Combined with the April 30 operation of about 5 trillion yen, the total reaches roughly 10 trillion yen. Vice Finance Minister Mimura stated IMF rules do not constrain intervention frequency, while a meeting with US Treasury Secretary Bessent looms. How would your central bank respond in this position?
Japan's vacuum equipment leader ULVAC is reshoring production of vacuum melting furnaces for rare earth magnets, with orders from US and European manufacturers projected to roughly triple. With over 70% global share in continuous vacuum furnaces, Japan's equipment dominance becomes a geopolitical asset.
On May 4 in Canberra, PM Takaichi and PM Albanese signed five joint documents including the Economic Security Joint Declaration. Six critical mineral projects backed by $1.2B. How Japan's approach differs from the US IRA and EU CRMA, and what it means for global supply chains.
On May 1, METI summoned executives from 24 critical infrastructure operators—covering power, gas, oil, chemicals and credit cards—and ordered emergency cybersecurity audits within one month. The trigger: Anthropic's Claude Mythos, an AI announced April 7 that found a 27-year-old flaw in OpenBSD. We compare Japan's response with the US CISA OT principles and the EU's NIS2 Directive.
Japan has procured Russian crude for the first time since the Strait of Hormuz blockade — a Sakhalin-2 spot cargo bound for Taiyo Oil's Imabari refinery in Ehime Prefecture, arriving May 4. Behind the move lies the controversial 'Sakhalin exception' to G7 sanctions, extended through June 2026. We unpack the structural vulnerability that no amount of moral diplomacy can hide, and compare Japan's response to Germany, South Korea, and India.
On May 2, Japanese PM Sanae Takaichi met Vietnam's new PM Le Minh Hung in Hanoi, agreeing to cooperate on crude oil and critical mineral procurement amid Middle East instability. The same day, Takaichi delivered a foreign policy speech at Vietnam National University announcing the evolution of the Free and Open Indo-Pacific (FOIP) doctrine. Inside the new economic security pivot, how it differs from US friendshoring and EU Global Gateway, and Vietnam's untapped rare earth potential.
SBI Holdings reported record fiscal-year crypto-segment revenue of 89.6 billion yen ($570M). With its yen-pegged stablecoin JPYSC, USDC lending, a Visa crypto-rewards card, and a bid for rival exchange bitbank, Japan is racing to define on-chain finance. We compare its approach with the US GENIUS Act, EU's MiCA, and Hong Kong's bank-led model.
Chinese optical fiber prices have surged 6.5x in a year. Visible demand: AI data centers. Hidden demand: disposable drones consuming millions of km of fiber on the Ukraine battlefield. China holds 60% of preforms, Japan leads in ultra-multi-core 13,824-fiber cables, and the US dominates hyperscaler contracts. A three-way battle reshaping AI infrastructure.
JPX CEO Hiromi Yamaji has confirmed Tokyo Stock Exchange will list Bitcoin and crypto ETFs as early as 2027. We compare Japan's plan with the $128 billion US spot ETF market, Hong Kong's quieter debut, and the EU's MiCA framework — and explain the 20% flat-tax reform that could unlock institutional capital.
JBIC and Japan's three megabanks have signed off on $2.221 billion in loans for the first three projects of a $550 billion US investment package—the price Tokyo paid to bring Trump's tariffs down from 25% to 15%. We unpack the deal, the dollar-funding crunch, and why critics call it a 'vaporware' bet.
One day after Japan's 5-6 trillion yen intervention, Vice Finance Minister Mimura hints at more action with a 'just the beginning' line. But trade deficits, energy import dependence, ECB on hold, yen weakness against all majors, and a 40-trillion-yen carry trade time bomb suggest intervention can only buy time, not reverse the trend.
On April 30, Japan launched its first yen-buying intervention in 21 months — pulling the dollar from 160-plus to 155 within hours. Finance Minister Katayama's 'decisive action' line and Vice Minister Mimura's 'final evacuation warning' preceded the trigger. The dollar saw its largest one-day drop since December 2022. Two days after the BOJ held rates, the Finance Ministry decided to act.
An in-depth look at Japan's Hydrogen Arterial Plan (Suiso Daidomyaku Koso), unveiled by METI in April 2026. Six priority regions connected by arterial highways will receive concentrated investment of 15 trillion yen by 2040, with Toyota and Chiyoda starting mass production of electrolyzers in 2029. How Japan's strategy compares with the US IRA and the EU Hydrogen Bank.
After 62 days stranded in the Persian Gulf, Japan's VLCC Idemitsu Maru passed through the Strait of Hormuz on April 28 — without paying Iran's transit toll. The story echoes the 1953 Nissho Maru incident that forged a unique bond between Japan and Iran.
Japan's MAFF and U.S. Wheat Associates held the first meeting under their Memorandum of Cooperation on April 22 to stabilize wheat supply. With only 15% self-sufficiency and 40% of imports from the US, this article unpacks the food diplomacy at stake amid climate and logistics risks.
Fujitsu is doubling down on its sovereign AI strategy with the FUJITSU-MONAKA CPU series, choosing Rapidus as a manufacturing partner and 'coexisting' with NVIDIA's GPUs rather than competing. We compare Japan's hybrid approach to China's fully autonomous Loongson (LoongArch) and Europe's Arm-based SiPearl, revealing how Japan's pragmatic balance defines a third path in global chip sovereignty.
Submarine cables carry 99% of international data traffic, and just three companies — SubCom (US), Alcatel Submarine Networks (France), and NEC (Japan) — control roughly 90% of new construction. Japan now wants 35% of that market by 2030, and NEC's CEO is targeting 40%. We unpack the AI-era infrastructure race, the Taiwan Strait cable cuts, the exclusion of China's HMN, and why undersea cables have become the new front line of geopolitics.