Last mentioned: Mar 23, 2026
Vision 2040
Target of 8x sales growth (approx. 40 trillion yen) achieved.
Interim Goal
Target of 15 trillion yen in annual semiconductor sales.
Rapidus Pilot
Rapidus scheduled to begin pilot production of 2nm chips.
TSMC Kumamoto
TSMC opens its first advanced fab in Japan (JASM).
Strategy Launch
METI launches the National Strategy for Semiconductors and the Digital Industry.
Market Peak
Japan controls 50.3% of the global semiconductor market.
Japanese markets are expected to open lower on Monday, extending a period of volatility driven by a weak lead from Wall Street and shifting expectations around central bank policies. Investors are closely monitoring the Yen's trajectory and its impact on the nation's heavy-weight export sector.
Japan has unveiled an aggressive long-term strategy to increase its semiconductor sales eightfold by 2040 compared to 2020 levels. This ambitious roadmap, backed by massive state subsidies, aims to position the nation as a global hub for advanced AI hardware and next-generation logic chips.
The Japanese stock market is braced for a potential extension of its recent losing streak as negative leads from Wall Street and currency volatility weigh on investor sentiment. Analysts are monitoring key support levels for the Nikkei 225 amid shifting expectations for domestic monetary policy and a strengthening Yen.
Japanese equities are poised for a downward start as global sentiment cools and investors weigh the impact of a fluctuating yen on major exporters. The anticipated lower open follows a mixed performance in Western markets, signaling a cautious approach to Asian trading sessions.