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.
On February 27, 2026, Dai Nippon Printing announced an investment in Rapidus aimed at developing and scaling EUV photomasks for the 2nm generation. Here is DNP's role in the NEDO programme, its three multi-beam mask writers, the roadmap toward mass production in fiscal 2027, its High-NA EUV work for 1.4nm, and how the Japanese supply chain splits between DNP, Tecsend and HOYA.
Japan reveals the full picture of its Rapidus investment scheme: becoming top shareholder with just 10% voting rights, holding golden shares with veto power, and a mechanism to seize majority control if finances deteriorate. We compare Japan's $19B commitment with the US CHIPS Act and EU Chips Act, and examine whether Rapidus can realistically mass-produce 2nm chips by 2027.
Hitachi and the Institute of Science Tokyo extended coherence time roughly 280-fold and demonstrated 99.1% gate fidelity on natural silicon, the material standard semiconductor fabs already use, with no isotope purification. The result comes from a Concatenated Continuous Drive scheme combining continuous microwave irradiation with phase modulation. Unlike the superconducting route taken by IBM and Google, it builds on existing chipmaking, with cloud access targeted for fiscal 2027.
The explosive growth of AI data centers is creating a golden age for power electronics. With tens of thousands of GPUs fluctuating power equivalent to a nuclear plant by over 50%, Japanese makers like Mitsubishi Electric, Fuji Electric, and Toshiba see a massive opportunity. Includes US and Europe comparisons.
Kyoto Institute of Technology and Chuo University have developed a cooling-free infrared sensor using semiconductor carbon nanotubes (CNTs) with 11x greater sensitivity than conventional materials. Building on Japan's legacy in CNT research since their 1991 discovery at NEC, this breakthrough could transform autonomous driving, security screening, and medical imaging. Here's what it means and how Japan is reacting.
As AI growth makes chip power consumption a critical global issue, Japan's next-generation chip technologies are drawing attention. Tohoku University's MRAM cuts power consumption to a hundredth of conventional chips, while the diamond semiconductors led by Saga University have hit 120 GHz operation and are heading toward space and 6G applications. A report on Japan's technological edge and the competition with the US and China.
China's Commerce Ministry banned dual-use exports to 20 Japanese defense entities including Mitsubishi Shipbuilding, Kawasaki Heavy's aerospace arm, IHI Aerospace and JAXA, while adding 20 more firms such as Subaru and TDK to a watch list. Seen as a response to PM Takaichi's Taiwan remarks, the move puts rare earth and semiconductor material supply chains at risk. The list was expanded again in June 2026.
A field-by-field breakdown of the 17 strategic sectors PM Takaichi named in her February 20, 2026 policy speech: AI and semiconductors, fusion, content, defense and the rest, with current standing, plans and key players, plus the public-private investment roadmap released in June 2026 that runs to over 370 trillion yen through fiscal 2040.
Canon is launching its first new KrF lithography system in 14 years, boosting throughput by 30% to challenge ASML's dominance. With a global NAND shortage creating opportunity and a $330 million factory expansion underway, Canon's multi-front strategy, including nanoimprint lithography and ArF dry re-entry, signals Japan's semiconductor equipment counterattack.
Rapidus CEO Atsuyoshi Koike unveiled the world's first 600mm square glass substrate RDL interposer at SEMICON Japan 2025, yielding roughly ten times as many interposers as a 300mm wafer. How it compares with TSMC's CoWoS and Intel's Foveros, and what Japan's packaging strategy is betting on ahead of 2028 mass production.
The "joints" (actuators) that humanoid robots need over 50 of per unit are the key to industry dominance. These critical components account for up to 60% of manufacturing costs, and two Japanese companies, Harmonic Drive Systems and Nabtesco, dominate the high-precision reducer market, each leading its own reducer type. As the market grows at 80% annually and mega-corporations from the US, China, and Korea enter the race, can Japan defend its "joint hegemony"?
Japan is running its largest postwar industrial policy: over 10 trillion yen for semiconductors and AI through fiscal 2030, defense at 2% of GDP two years early, and 20 trillion yen in GX transition bonds. Rapidus at 2nm, TSMC Kumamoto's shift to 3nm, 14 niche global leaders, and where it stood in mid-2026.
Western Digital (WD) unveiled its roadmap to 100TB+ HDDs by 2029 at Innovation Day 2026. With HAMR technology for capacity and High Bandwidth Drive plus Dual Pivot tech for performance, WD aims to close the gap with SSDs. Here's what this means for the HDD vs SSD battle in the AI era.
Japan's Kioxia is set for consecutive record-breaking years, with revenue exceeding $14 billion for the first time. NAND production capacity for 2026 is already "sold out" as AI data center demand far outpaces supply. From a rocky IPO to the world's best-performing stock of 2025 with a 540% gain, we explore Kioxia's remarkable turnaround and what it means for Japan's semiconductor renaissance.