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.
GPU-to-GPU optical interconnects were forecast to arrive around 2033. NVIDIA just pulled them in by five years, announcing they will ship in the 2028 Feynman GPU generation. As Co-Packaged Optics (CPO) hits mass production, Furukawa Electric is investing 38 billion yen to quintuple its DFB laser output, while Sumitomo Electric supplies critical components for NVIDIA's Quantum-X Photonics switches. We unpack the high-stakes race between NVIDIA, Broadcom, Intel, and NTT's IOWN — and where Japan's optical suppliers stand in it.
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.
Japanese fusion startup Helical Fusion announces the construction site for its demonstration device 'Helix HARUKA' Phase 1, while completing critical coil case components with precision manufacturer Ryoki Tool. Explore how Japan's unique helical stellarator approach and the HTS superconductor boom are reshaping the global fusion race.
Fusion power, maglev trains, and hydrogen aircraft are driving a resurgence in Japan's high-temperature superconductor (HTS) technology. Fujikura is investing $750M+ to boost wire production up to 8x, Toshiba partners with Airbus on superconducting motors, and Toyota integrates HTS into hydrogen cars. As competition with U.S. giant CFS intensifies, Japan's deep HTS supply chain emerges as a critical global asset.
Fujikura dominates the global market for high-temperature superconducting wire essential to fusion reactors. Combined with Japan's domestic AI-powered autonomous driving, artificial photosynthesis breakthroughs, and the government's Physical AI strategy, these technologies are putting Japan back on the global innovation map.
