Japan AI Industry Map
Which labs actually ship models, why SoftBank and NTT are building compute domestically, and where METI money lands.
East Asian Technology Intelligence
Japan & China technology, translated and contextualized for Western readers
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Reference guides to how Asia builds, buys, and regulates artificial intelligence — researched once, kept current.
Which labs actually ship models, why SoftBank and NTT are building compute domestically, and where METI money lands.
The most permissive text-and-data-mining regime among major economies, and an AI law with no penalties — Japan regulates AI mainly by choosing not to.
Fanuc, Yaskawa, Kawasaki, and Denso still set the industrial standard — but the growth is in warehouses and care homes, where labor shortages make…
Rapidus's 2nm bet, the materials and equipment suppliers the world can't route around, and what METI's subsidies have actually purchased.
Baidu, Alibaba, Tencent, and Huawei bundle AI with cloud and hardware; Moonshot, 01.AI, and Zhipu compete on models. Domestic substitution is the organizing logic.
The world's largest robot market still imports the parts that matter — so China is closing the gap in industrial arms while betting that…
SMIC and Hua Hong hold the mature nodes, packaging and test remain world-class, and the equipment gap sits in lithography and metrology. What export…
Naver, LG, Samsung, SK, and Kakao each build AI inside a conglomerate that already owns the customers — and that structure explains more than…
South Korea wrote a comprehensive AI law and then declined to enforce it hard — what the Framework Act requires, and what the grace…
The world's most automated country is running out of workers — how Korea moved from factory arms to cobots, logistics fleets, and humanoids.
Samsung and SK Hynix own the memory the entire AI build-out runs on — and the same country has almost no equipment industry, no…
How Taiwan turned chip manufacturing into a full AI stack — foundries, servers, edge silicon, sovereign compute, and the factories that test it.
Who turns AI chips into working racks — the ODMs, cooling, power, and networking suppliers that decide how fast compute reaches a data center…
An island that invented the pure-play foundry, then built the design services, packaging, and server assembly around it — and concentrated all of it…
Taiwan for logic, Korea for memory, Japan for materials — and why packaging, power, and water now bind harder than model design.
Japan leans voluntary, China prescriptive, South Korea statutory, Singapore framework-driven. Five markets, five philosophies, and why one AI product won't clear all of them.
Singapore ran out of land, Johor absorbed the overflow, Japan's grid splits in two down the middle, and Korea's demand sits nowhere near its…
Why Asian deployment starts on the factory floor and in the compliance department rather than the chat window — and which incumbents are actually…
Everyone wants a domestic model, almost nobody can be sovereign at silicon, and most "sovereign AI" turns out to be a procurement standard rather…
Capital concentrating into AI and chips, governments picking sectors, and IPOs still doing the work acquisitions do elsewhere.
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