The Nikkei has analysed the investment plans of : Sony, Mitsubishi, Rohm, Toshiba, Kioxia, Renesas, Rapidus and Fuji Electric.
Japan’s Ministry of Economy, Trade and Industry has set a goal of increasing sales of domestically produced semiconductors to over $93.3 billion by 2030, triple the amount in 2020.
Sony is investing approximately $10 billion 
from 2021 to fiscal 2026 to increase production of image sensors.
The AI data centre and EV markets are prompting Toshiba and Rohm to invest €2.4 billion in capex with Toshiba focussing on PMICs and Rohm on SiC.
Mitsubishi intends to spend $620 million increasing SiC capacity by 5x between 2022-26.
Rapidus aims to produce 2nm logic chips starting with a prototype line in April 2025 and mass production in 2027. The government is putting up $5.7 billion of the total $12.4 billion cost
The market share of semiconductor manufacturers headquartered in Japan in 2023 was 8.68%, says analyst Omdia – a far cry from the 50% they enjoyed in their 1980s heyday.
