What’s Behind Japan’s Chip Ambitions? | Semiconductor Geopolitics Ep1

Описание: Japan was once an economic powerhouse that produced 60% of the semiconductors around the globe, yet its chip manufacturing capacity today accounts for less than 10% thereof. Alarmed by the supply chain disruption brought upon by Covid-19 and Russo-Ukrainian War, Japan now seeks to reinstate itself in the semiconductor industry as provider rather than mere consumer. As an economy heavily dependent on export, Japan has every reason to strive towards a greater degree of chip self-sufficiency, which it aims to translate into politico-economic stability and security. What are the risks Japan faces on its quest to revive its semiconductor sector in a globalized yet increasingly fragmented world? How do the Japanese factor Taiwanese and American presence into their great comeback? Delve into industry insights backed by data and first-hand evidence on Semiconductor Geopolitics: Taiwan's View.

Chapters:
00:00 Why Is Japan Reviving Its Semiconductor Industry?
00:46 From "Japan No. 1" in the 1980s to a Sunset Industry by 2022
02:06 Akira Amari: Semiconductors Are the Most Pressing Issue of the 21st Century
03:11 Japanese People See a Necessity to Secure Semiconductor Supply
05:24 Japan Wants to Cooperate With U.S. Demands for Supply Chain Diversification
06:26 COVID-19 Supply Chain Disruptions Motivated Action
08:56 This Is Japan's Last Chance to Revive Its Position as a Chip Industry Leader
10:08 Valuable Industry Knowledge Must Be Passed to the Next Generation
11:26 Chip Shortages Have Already Greatly Affected Japan's Auto Industry
12:46 How Will Japan Solve the Challenges on Its Path to Semiconductor Revival?

#semiconductor #TSMC #JASM #semiconductorsupplychain #Rapidus #Kumamoto #ASML #JSR #microchip #Japan #Taiwan #Micron #2nm #3nm #経済産業省 #甘利明 #AkiraAmari
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