Xi Jinping cannot get his hands on Japan's semiconductors... The Japanese companies holding the key to Nvidia and TSMC's production lines [3 semiconductor picks]

Against the backdrop of semiconductor technology in Japan supporting global AI infrastructure, Kioxia announced a domestic investment plan through 2032 in cooperation with US-based SanDisk. The plan calls for total investment of approximately ¥5 trillion and includes the construction of a new manufacturing building at the Iwate-Kitakami plant. This article serves as an introduction to the current situation, in which overseas media are closely watching the underlying strength of Japan's semiconductor industry.

This article introduces 3 articles from PRESIDENT Online. The first is a report examining the realities of the Japanese companies supporting Nvidia and TSMC's production lines from the perspective of key materials and equipment. The second is an analysis tracing Kioxia's dramatic turnaround chronologically. The third explains Kioxia's current position based on coverage by overseas media. Taken together, the 3 articles shed light on why Japan's semiconductor industry remains an important presence worldwide.

All 3 articles highlight the less visible turning points in materials, equipment installation technology and business development, as Japanese companies respond to growing demand for AI chips. They examine how the efforts of domestic companies contribute to global technological competitiveness, while also covering assessments by British business newspapers and overseas media.