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…
Korea
Korea AI Industry Map
Naver, LG, Samsung, SK, and Kakao each build AI inside a conglomerate that already owns the customers — and that structure explains more than…
Korea Semiconductor Ecosystem
Samsung and SK Hynix own the memory the entire AI build-out runs on — and the same country has almost no equipment industry, no…
Taiwan
Taiwan AI Industry Map
How Taiwan turned chip manufacturing into a full AI stack — foundries, servers, edge silicon, sovereign compute, and the factories that test it.
East Asian Technology Intelligence
Japan & China tech news — translated, contextualized, and delivered for Western readers.
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