Brief

Japan holds a critical position in the global semiconductor supply chain, particularly in advanced manufacturing processes. Chinese President Xi Jinping cannot easily interfere with this sector due to Japan's control over key elements of production lines operated by major companies like NVIDIA and TSMC. This strategic importance is highlighted by Japanese firms that are indispensable to the manufacturing capabilities of these global semiconductor giants. AI

This article argues that Japan is not losing the AI race, despite significant US investment. It highlights that Japanese companies like Yamato and Toyota possess unique strengths, such as advanced logistics and manufacturing capabilities, which are crucial for AI development and deployment. These inherent advantages are presented as a powerful 'reverse card' that the US cannot easily replicate, even with substantial financial backing. AI