AI and semiconductors are one of the 17 strategic industries under the growth strategy of the new Takaichi Administration.

Ministry of Economy, Trade and Industry (METI) has been advancing policies based on the Semiconductor and Digital Industry Strategy formulated in 2021 and revised in 2023. In the semiconductor sector, Japan aims to achieve a total domestic semiconductor industry sales of over 15 trillion yen by 2030.

To reach this goal, efforts are underway to secure a robust semiconductor manufacturing base, establish production technologies for next-generation semiconductors including 2nm logic chips, and develop future technologies such as photonics-electronics convergence that have the potential to be game-changers.

This presentation will provide an overview of the latest developments in Japan’s semiconductor strategy, as well as the role of semiconductors in Japan-U.S. relations and strategic investment initiatives.