Semiconductor Japan
In-depth analysis of the core position of the Japanese semiconductor industry in reshaping the global supply chain, exploring its strategic intentions in investing in the Indian semiconductor sector and its profound impact on the global technology competition landscape.
Yuki Matsuura / 2 min readSemiconductor Japan
The Indian side says that Japan has a robust semiconductor industry from which India will also benefit, and Japan is now directing funds into India’s semiconductor sector. The real significance of this brief news item lies not in the cooperation itself, but in the fact that the evaluation criteria for the chip industry are shifting from efficiency to resilience, while Japan is turning from a manufacturing powerhouse into a systems exporter.
Aiko Yamamoto / 5 min readSemiconductor Japan
At a Stanford University APARC seminar, economist Jun Akabane analyzed two paths for Japan's semiconductor revival: TSMC's Kumamoto plant and Rapidus. This article provides an in-depth analysis of their strategic logic, industrial impact, and geopolitical implications.
Takumi Kobayashi / 7 min readSemiconductor Japan
Stanford University economist Jun Akahane compares the two flagship projects for revitalizing Japan's semiconductor industry: TSMC's Kumamoto plant's local supply chain integration approach, and Rapidus's leapfrog strategy targeting advanced process nodes, revealing the deep contradictions and strategic choices behind Japan's technology policy.
Yuki Matsuura / 7 min readSemiconductor Japan
From the land of flowers and dairy cows to a cutting-edge semiconductor factory, Japan is staking its national strength on Hokkaido, attempting to return to the core stage of the global semiconductor competition through Rapidus's 2nm chip breakthrough.
Yuki Matsuura / 5 min read