NVIDIA CEO Jensen Huang visited Japan, where a networking event was held for the heads of 16 major suppliers, including Japanese semiconductor materials companies. There was discussion that Japanese companies’ presence is being reevaluated in the AI-era supply chain.
NVIDIA CEO Jensen Huang visited Japan, where a networking event was held for the heads of 16 major Japanese suppliers. The news has become a topic of discussion online, including in Yahoo! News comments.
The article reports that Japanese semiconductor materials and substrate manufacturers such as IBIDEN and Ajinomoto are considered indispensable to the AI-era supply chain, and that Japanese companies’ technological capabilities are being reevaluated worldwide.
At the same time, it points to concerns over the strength of investment, including IBIDEN’s sharp share-price rise, and the scale of capital investment. Both the importance of on-site capabilities and the associated risks are attracting attention.
The article says NVIDIA is placing importance on strengthening its relationships with Japanese companies, with future developments and specific business activity becoming the focus of interest.