Last mentioned: Mar 11, 2026
Target Realization
Goal of 40 trillion yen in annual sales and global supply chain leadership.
Rapidus Milestone
Target date for beginning mass production of advanced 2nm logic chips.
JDI Partnership Leaks
Reports emerge of a potential JDI plant under a new investment package.
Expected Formalization
Anticipated official announcement of the investment package and site selection criteria.
Bilateral Discussions
US and Japanese officials begin high-level talks on supply chain resilience.
TSMC Kumamoto
First major TSMC plant in Japan begins operations to secure mature node supply.
Strategy Launch
METI initiates the national semiconductor and digital industry strategy.
Baseline Year
Japan records 5 trillion yen in domestic semiconductor sales.
Japan has unveiled an ambitious industrial roadmap aiming to increase domestic semiconductor sales eightfold by 2040 compared to 2020 levels. This strategy seeks to reclaim Japan's status as a global chip powerhouse while securing critical supply chains for defense and emerging AI technologies.
The United States and Japanese governments are reportedly in talks to co-invest in a new Japan Display Inc. (JDI) manufacturing facility on American soil. This potential partnership aims to secure critical electronics supply chains and reduce reliance on East Asian competitors for advanced display technologies.