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.
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.
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.
Rapidus CEO Atsuyoshi Koike unveiled the world's first 600mm square glass substrate RDL interposer at SEMICON Japan 2025. With 10x production efficiency over conventional 300mm wafers, the technology targets AI chip cost reduction. A detailed comparison with TSMC's CoWoS and Intel's Foveros, plus Rapidus's 2028 mass production roadmap for Japan's semiconductor packaging strategy.
Japan is executing its largest postwar industrial policy shift, committing over ¥10 trillion to semiconductors, achieving its 2% GDP defense target two years early (¥11T), and issuing ¥20 trillion in green transition bonds. From Rapidus's audacious 2nm chip bet to 29 niche companies with dominant global market shares, we break down the full picture — including fierce domestic debate and international reactions. What industries does your country treat as "national strategy"?
TSMC upgrades its Kumamoto Fab 2 from 7nm to cutting-edge 3nm production, targeting mass production by 2028 with $17 billion investment. CEO C.C. Wei personally briefed Japan's PM Takaichi on the plan. We analyze what this means for Japan's semiconductor revival, AI infrastructure, and global chip supply chain diversification.
As TSMC exits GaN foundry services, Japan's Rohm acquires TSMC's technology license to manufacture 650V GaN power semiconductors in-house at its Hamamatsu factory. A deep dive into the next-generation power chips reshaping the AI and EV era.
Even TSMC's record 9 trillion yen investment can't meet AI chip demand. Amid supply shortages, Japan's Rapidus challenges 2nm mass production. We analyze Japan's semiconductor comeback potential through short TAT strategy and economic security perspectives.
Kyushu Electric's CEO predicts 20-30% power demand increase by 2034 due to TSMC semiconductor expansion and AI data center growth. Japan's 7th Basic Energy Plan emphasizes renewables and nuclear power to meet surging electricity needs.
