Japan's Rohm, Toshiba, and Mitsubishi Electric have announced merger talks for their power semiconductor businesses. If realized, the combined entity would hold ~10% global market share, ranking second only to Germany's Infineon. We analyze the Denso $8.3B counter-bid, EV and renewable energy demand, and what this means for global chip competition.
Fujitsu has developed and delivered the world's first 1-megapixel dual-band T2SL infrared sensor to Japan's defense agency, detecting temperature differences below 0.05°C. The technology, how it compares with Teledyne FLIR and L3Harris, and where Japan's dual-use defense tech strategy actually stands.
AT Tokyo and elleThermo successfully demonstrated waste heat power generation using Semiconductor-Sensitized Thermal Cells (STC) in a live data center. This Science Tokyo-born technology generates electricity directly from low-grade heat at just 30-40°C — no temperature differential required. A look at how this could reshape data center energy efficiency amid soaring AI power demands.
Bloomberg reports Nintendo is cutting Switch 2 production from 6M to 4M units this quarter after weak US holiday sales. We analyze the gap between booming Japanese software sales and slowing American demand, plus the semiconductor and tariff headwinds reshaping gaming's supply chain.
Shinko Electric Industries is entering the photonic-electronic convergence manufacturing market as an OSAT, targeting CPO projects that TSMC won't take. With expertise in advanced packaging and optical alignment, this Japanese company aims to become the go-to manufacturer for Co-Packaged Optics — the technology set to slash AI data center power consumption by half. We break down the CPO race, NTT's IOWN initiative, and why NVIDIA, Intel, and AMD are all betting on light.
Japan is seeing new momentum in chip design. Fabless startups like TRIPLE-1 and Socionext challenge Chinese giant Bitmain's dominance in mining ASICs. We explore Japan's emerging role in chip design, Rapidus's 2nm mass production plans, TSMC partnerships, and positioning amid the US-China semiconductor rivalry.
Kioxia has developed foundational 3D DRAM technology using IGZO oxide semiconductors, signaling the NAND-only maker's bold entry into the DRAM market. Behind this challenge: exploding AI demand and the physical limits of current memory. We break down the competition with Samsung, SK hynix, and China's CXMT.
Rapidus's AI design agent 'Raads' is already in use by 3 companies — 2 domestic, 1 overseas. This LLM-based EDA suite enables natural language chip design, cutting design time by 50% and costs by 30%. We compare it with TSMC and Intel's AI tools and examine Rapidus's path to 2nm mass production.
Power Diamond Systems demonstrated the world's first actual power conversion using a diamond MOSFET in a DC-DC converter circuit. Following their recent 200V/1A switching milestone, this breakthrough advances diamond semiconductors from device-level testing to real circuit operation.
Seiko Epson and Taiwan's Manz Asia have formed a strategic partnership to develop inkjet-based semiconductor manufacturing. Their 'additive' approach prints functional materials directly onto substrates without photomasks, cutting costs and environmental impact versus traditional photolithography. We explore their Lab-to-Fab equipment roadmap and Japan's edge in printed electronics.
Japan's 2026 official land prices rose 2.8% nationwide — the steepest climb since the bubble era. Tokyo topped residential gains for the first time in 18 years, while semiconductor factories and record tourism reshape regional land markets. Foreign investors now account for 27% of property deals.
Japan's Power Diamond Systems, a Waseda University spinoff, achieved the world's first 200V/1A switching operation with a diamond MOSFET. With 550V breakdown voltage and 0.8A drain current in a single device, diamond semiconductors could surpass SiC and GaN as the ultimate power semiconductor for EVs and renewable energy.
Oxide Corporation, an optical crystal maker in Hokuto, Yamanashi, began selling Frequad-K, a 302nm UV laser source for quantum computers, on March 9, 2026. The wavelength is what excites ytterbium atoms into the Rydberg states neutral-atom machines need, and the first unit went to a domestic customer. We look at why 95% world share in semiconductor wafer inspection crystals transfers to quantum, and at the 436nm quantum communications laser Oxide shipped to LQUOM in July.
Citizen Electronics has built the first pressure sensor switch that also gives a physical click, reading 0.35 mm of travel across roughly 6,000 steps. Its metal spring tames hysteresis, the chronic flaw in pressure sensors, opening the door to analog game buttons and robot fingertips.
Japan's government has asked Japan Display Inc. (JDI) to run a $13 billion advanced display factory in the US — part of a $550 billion investment deal to ease Trump tariffs. We break down the defense angle, China dependency risks, and what it means for a company that's been on life support for years.
Japan's government has set an ambitious target of ¥40 trillion ($260B) in domestic semiconductor sales by 2040, announcing plans for cutting-edge AI research hubs. From Rapidus's 2nm chips in Hokkaido to TSMC's $17B 3nm fab in Kumamoto and JDI's $13B US display plant, we break down Japan's full semiconductor strategy—and compare it with the US CHIPS Act, EU Chips Act, and South Korea's and Taiwan's chip policies.
Kioxia's Q4 net profit surged 17x year-over-year as NAND flash prices skyrocket. AI-driven demand for HBM is squeezing memory supply for smartphones, PCs, and automobiles — creating a global shortage that may last until 2028. We analyze the competitive landscape with Samsung, SK Hynix, and Micron, and Kioxia's post-IPO growth strategy including its NVIDIA partnership for next-gen AI SSDs.
A Japanese research team from Fukui, Tohoku, Chiba, and Tokyo universities has theoretically proposed a new method to detect Majorana particles using spin currents. Not an observation but a proposal, it opens a fresh window onto the quasiparticle behind topological quantum computing, the same goal Microsoft's Majorana 1 chip pursues.
Denso proposed a tender offer for Rohm worth up to 1.3 trillion yen (about $8.2 billion), then withdrew it in April 2026 after Rohm's special committee declined to endorse the deal. Consolidation has shifted to a Rohm-Toshiba-Mitsubishi Electric alliance. Here is the competitive picture against Infineon, onsemi, and China's fast-rising players.
Japan's DNP invests in Rapidus to accelerate EUV photomask development for 2nm chips. Explore how EUV photomasks have become a bottleneck in advanced semiconductor manufacturing, Japan's dominant position with HOYA and Toppan, and the roadmap toward 1.4nm and beyond.