Japan AI Industry Map
Which labs actually ship models, why SoftBank and NTT are building compute domestically, and where METI money lands.
Industry Maps
Japan
Japan Semiconductor Ecosystem
Rapidus's 2nm bet, the materials and equipment suppliers the world can't route around, and what METI's subsidies have actually purchased.
China
China AI Industry Map
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.
China Semiconductor Ecosystem
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…
East Asian Technology Intelligence
Japan & China tech news — translated, contextualized, and delivered weekly.
Subscribe Free →Weekly. Free. Unsubscribe anytime.