Ta!Ta! ?AQTRONICS FORMS STRATEGIC ALLIANCE WITH PROPHESEE TO TRANSFORM VISION TECHNOLOGY
Through this partnership, Aqtronics will facilitate the distribution of Prophesee’s cutting-edge sensors and evolution kits in the Indian market
Outlook Start-Up Desk
POSTED ON JANUARY 29, 2024 5:52 PM
Aqtronics, a semiconductor distribution platform has recently announced its strategic partnership with Prophesee, a pioneering company in the event-based vision systems space.
The partnership will leverage Aqtronics' distribution network and expertise in the Indian market to introduce and launch Prophesee's high-tech event-based vision sensors in India.
Through this partnership, Aqtronics will facilitate the distribution of Prophesee’s cutting-edge sensors and evolution kits in the Indian market, namely the EVK3 with the cutting-edge GenX 320 sensor and the EVK4 HD featuring the Sony IMX636 sensor, the statement added.
The kit represents the pinnacle of vision technology that will eventually transform into an invaluable asset in the domain of IoT, Robotics, Quality Control and Monitoring, Security, and Autonomous systems.
Rangaprasad Magadi of Aqtronics, commented, “This collaboration marks a significant step forward in bringing state-of-the-art event-based vision technology to the Indian market. It is a testament to our commitment to driving innovation and delivering cutting-edge technology solutions to our customers in the industry.”
In the near future, Aqtronics will continue to strengthen this vigorous alliance with Prophesee by entering into partnerships with prominent OEM players in order to package Prophesee’s event-based sensors into camera products for targeting markets like industrial automation, robotics, and security and surveillance, the statement further added.
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Bravo
If ARM was an arm, BRN would be its biceps💪!
Your welcome
Is that ta ta as in thank you ... or as in goodbye?
Do they make USB dongles?
Dougie54
Regular
Aqtronics Technologies Private Limited ,Karnataka - Electrical Electronics | Tata nexarc
Manufacturing, Distribution, Trading, and catalog distributors for Electronic components/semiconductors throughout India
Dougie54
Regular
Product Catalog
Browse and compare all of Doodle Labs’ wireless networking products in one convenient place.
doodlelabs.com
Bravo
If ARM was an arm, BRN would be its biceps💪!
Oh, I see!Aqtronics Technologies Private Limited ,Karnataka - Electrical Electronics | Tata nexarc
Manufacturing, Distribution, Trading, and catalog distributors for Electronic components/semiconductors throughout Indiawww.tatanexarc.com
Must say ... with such a low MC (under $300M) I'm a little surprised none of the big players have made` a bid for BRN yet.
Bravo
If ARM was an arm, BRN would be its biceps💪!
Here's an interesting article. It cites various predictions about the semiconductor industry from Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
By coincidence, in an interview with EE Times Europe in in 2019, Pierre Cambou mentioned BrainChip in reference to neuromophic hardware. Cambou's prediction for Brainchip at the time was as follows.
“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”
29 January 2024
Molly Loe
@TechHQ
molly@hybrid.co
All stories
Semiconductor plants are popping up across Japan…
In 2023, Japan went all in. The government backed new plans and rolled out extensive support: the cherry on the cake of Japan’s efforts is government-backed Rapidus, pushing to create a rival to Silicon Valley away from California, a “Hokkaido Valley.”
Atsuyoshi Koike, president of Rapidus, breaks ground during a ceremony in Chitose, Hokkaido, on Sept. 1, 2023. Image via KYODO.
The Japanese government is trying to attract big players like ASML Holding; already piling in are Taiwan Semiconductor Manufacturing, Samsung Electronics and Mitsubishi Chemical Group. Successfully drawing in these semiconductor giants has cost tens of billions, even trillions, of yen.
And that value, coupled with the strategic importance of semiconductor self-sufficiency, means big challenges face Japan. Of course, every country aiming for the same goal has those problems too. While for many, this is expansion into new waters, Japan’s situation is unique: it’s trying to return to a former glory, the semiconductor dominance it once had.
In the 1980s and 90s, Japan was one of the biggest semiconductor players globally, maintained by government and private sector investment. In 1988, Japanese firms accounted for 51% of semiconductor sales worldwide.
TSMC in Kikuyo, May 2023. Image via Bloomberg.
The successes of Japan became the blueprint for countries like Malaysia, Taiwan and South Korea, which also needed economic development but lacked natural resources, according to Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
Its downfall sounds somewhat familiar: tensions with the US, officials accusing Japanese firms of flooding the market and pushing out players, America using its geopolitical sway to cut off access to the Japanese market, making room for competitors – including South Korea – to make gains.
In 1986, the US-Japan Semiconductor Agreement gave American officials price-setting oversight and enabled access to Japan’s semiconductor market. Everything shifted, Japanese firms lost their competitive edge and by 2021, Japan was estimated to account for only 7% of semiconductor production.
China’s current reluctance to cut a deal with the US makes a bit more sense now.
In fact, the tensions between America and China have played a role in Japan’s effort to return to its former glory. American efforts to constrain China’s chipmaking capabilities have led to a range of restrictions on related exports by Washington and its allies, and caused a shakeup of industry supply chains.
“Considering the ongoing geopolitical risks, such as the US-China issue, it is likely that the Japanese government has made the decision to secure a strategically significant semiconductor production base in the region, partly in response to industry demands,” said Jun Okamoto, KPMG Japan’s industrial manufacturing lead.
The government is also handing out major subsidies: in December, it was revealed that Samsung would receive subsidies to open a chip packaging facility in Yokohama. The government will contribute around ¥20 billion ($135 million) — around half of the lab’s cost.
In 2022, the country launched the Leading-edge Semiconductor Technology Center to serve as an R&D hub. The goal for officials is an increase in annual semiconductor revenue to more than ¥13 trillion by 2030.
Beyond achieving the necessary funds, a qualified workforce is crucial to the process. Okamoto believes this can be done “through collaborative efforts between industry, government and academia.”
Human capital (or “People” for all the non-economists in the room), including engineers and technicians, is something that countries looking to become chipmaking hubs should focus on. To do so, schools would prioritize science, technology, engineering and math.
Once a capable workforce has been built, wither by education or upskilling, constant R&D and investment will also be required.
There’s a reality to establishing semiconductor hubs that will also have to be dealt with. TSMC’s Kumamoto plant is struggling with water and staffing shortages. Closely linked with this, as plants descend on towns across Japan, are sustainability targets.
Sustainability is another area in wich Japan has fallen behind; securing interest from large overseas companies is dependent on proven commitment to reaching sustainability targets. Big names like Apple, Meta and Google are all striving to meet environmental goals, so the expectation is that semiconductor manufacturers will too.
Being green is a huge selling point for semiconductor manufacturers because chipmaking is often the biggest portion of a company’s carbon footprint.
And a competitive edge is needed.
Singapore’s logistical prowess has helped it entice US-based GlobalFoundries and French Soitec to open up or expand there in 2023. The semiconductor industry in Singapore has also benefitted from the diversification of chip supply chains, as Statista estimates revenue from the emerging industry there will reach $45.36bn.
Indicating the appeal of Vietnam, US firm Amkor opening a packaging and testing plant there in October.
Of course, despite the export restrictions it’s under, China must also be considered a leader in the space.
“In the future, it is not impossible that China may emerge as a leader, as they tick almost all the boxes for championing the semiconductor space,” said Cambou, noting that aggressive measures taken by the US to impose technology export bans on Chinese companies such as Huawei had accelerated domestic substitution, “creating a semiconductor hub that could ultimately dominate the world,” he said.
TSMC’s factory in e Jumamoto Prefecture in May 2023. Image via Bloomberg.
Still, Willem Thorbecke, a senior fellow at the Research Institute of Economy, Trade and Industry in Japan, said that unless there’s a major war in Asia, “Taiwanese companies should maintain their lead in logic chips.”
“Companies like TSMC have an excellent business model as a pure-play company that does not compete with their customers. They are also technologically more advanced than their competitors. Their workers are skilled and disciplined and have decades of experience in the industry,” he said.
A dramatic hike in investment in chip gear is expected from Japan to the tune of $7 billion this year. That 82% increase on last year would, however, still leave Japan far behind Taiwan’s anticipated $23 billion in investments.
That doesn’t mean that change isn’t possible. Semiconductors are scientific in nature, and the industry has multidimensional and cooperative qualities at its core; “fortunately, or not, nobody can own science,” said Cambou.
That’s what Asian countries have relied on for the last handful of decades. Western powers might finally have some competition – or even be surpassed.
techhq.com
EE Times 2019 article
https://www.eetimes.eu/neuromorphic-promises-better-ai/
By coincidence, in an interview with EE Times Europe in in 2019, Pierre Cambou mentioned BrainChip in reference to neuromophic hardware. Cambou's prediction for Brainchip at the time was as follows.
“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”
Just a sleeping giant? Japan ready to reclaim semiconductor superstardom
If you still don't 'get' chip manufacturing, it's time to get on board.29 January 2024
Molly Loe
All stories
Semiconductor plants are popping up across Japan…
- Japan used to be a giant in the semiconductor industry.
- The competition for semiconductor dominance has hotted up alongside the chip war between the US and China.
- Government subsidies alone won’t be enough for Japan to reclaim its old industry status.
In 2023, Japan went all in. The government backed new plans and rolled out extensive support: the cherry on the cake of Japan’s efforts is government-backed Rapidus, pushing to create a rival to Silicon Valley away from California, a “Hokkaido Valley.”
Atsuyoshi Koike, president of Rapidus, breaks ground during a ceremony in Chitose, Hokkaido, on Sept. 1, 2023. Image via KYODO.
The Japanese government is trying to attract big players like ASML Holding; already piling in are Taiwan Semiconductor Manufacturing, Samsung Electronics and Mitsubishi Chemical Group. Successfully drawing in these semiconductor giants has cost tens of billions, even trillions, of yen.
And that value, coupled with the strategic importance of semiconductor self-sufficiency, means big challenges face Japan. Of course, every country aiming for the same goal has those problems too. While for many, this is expansion into new waters, Japan’s situation is unique: it’s trying to return to a former glory, the semiconductor dominance it once had.
In the 1980s and 90s, Japan was one of the biggest semiconductor players globally, maintained by government and private sector investment. In 1988, Japanese firms accounted for 51% of semiconductor sales worldwide.
TSMC in Kikuyo, May 2023. Image via Bloomberg.
The successes of Japan became the blueprint for countries like Malaysia, Taiwan and South Korea, which also needed economic development but lacked natural resources, according to Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
Its downfall sounds somewhat familiar: tensions with the US, officials accusing Japanese firms of flooding the market and pushing out players, America using its geopolitical sway to cut off access to the Japanese market, making room for competitors – including South Korea – to make gains.
In 1986, the US-Japan Semiconductor Agreement gave American officials price-setting oversight and enabled access to Japan’s semiconductor market. Everything shifted, Japanese firms lost their competitive edge and by 2021, Japan was estimated to account for only 7% of semiconductor production.
China’s current reluctance to cut a deal with the US makes a bit more sense now.
In fact, the tensions between America and China have played a role in Japan’s effort to return to its former glory. American efforts to constrain China’s chipmaking capabilities have led to a range of restrictions on related exports by Washington and its allies, and caused a shakeup of industry supply chains.
“Considering the ongoing geopolitical risks, such as the US-China issue, it is likely that the Japanese government has made the decision to secure a strategically significant semiconductor production base in the region, partly in response to industry demands,” said Jun Okamoto, KPMG Japan’s industrial manufacturing lead.
Japan reclaims semiconductor industry relevancy
To boost Japan’s position in the semiconductor industry, Prime Minister Fumio Kishida has made an effort to communicate with the heads of top firms and associations in the industry to further coax investment and bolster Japan’s position.The government is also handing out major subsidies: in December, it was revealed that Samsung would receive subsidies to open a chip packaging facility in Yokohama. The government will contribute around ¥20 billion ($135 million) — around half of the lab’s cost.
READ NEXT
Asian Tiger no more: Japan’s scientists set to leave
Okamoto said that while the Ministry of Economy, Trade and Industry “aims to attract cutting-edge technologies such as edge AI, power semiconductors and photonics systems,” Japan will have to develop its own capabilities in these areas first.In 2022, the country launched the Leading-edge Semiconductor Technology Center to serve as an R&D hub. The goal for officials is an increase in annual semiconductor revenue to more than ¥13 trillion by 2030.
Challenges to Japan’s journey
A key concern in Japan achieving a place as a globally compelling semiconductor hub is private investment. While government support – which comes in the form of land grants, tax exemptions, subsidies and import restrictions – is key, profitable companies will have to follow suit.Beyond achieving the necessary funds, a qualified workforce is crucial to the process. Okamoto believes this can be done “through collaborative efforts between industry, government and academia.”
Human capital (or “People” for all the non-economists in the room), including engineers and technicians, is something that countries looking to become chipmaking hubs should focus on. To do so, schools would prioritize science, technology, engineering and math.
Once a capable workforce has been built, wither by education or upskilling, constant R&D and investment will also be required.
There’s a reality to establishing semiconductor hubs that will also have to be dealt with. TSMC’s Kumamoto plant is struggling with water and staffing shortages. Closely linked with this, as plants descend on towns across Japan, are sustainability targets.
Sustainability is another area in wich Japan has fallen behind; securing interest from large overseas companies is dependent on proven commitment to reaching sustainability targets. Big names like Apple, Meta and Google are all striving to meet environmental goals, so the expectation is that semiconductor manufacturers will too.
Being green is a huge selling point for semiconductor manufacturers because chipmaking is often the biggest portion of a company’s carbon footprint.
And a competitive edge is needed.
Facing down competition
Where Japan once stood as a chip giant, other Asian countries have risen to the competition. While Taiwan maintains a strong grip on the market, places like Vietnam, Malaysia, Singapore and Indonesia – having used Japan’s blueprint, perhaps – are placing significant emphasis on the industry, too.Singapore’s logistical prowess has helped it entice US-based GlobalFoundries and French Soitec to open up or expand there in 2023. The semiconductor industry in Singapore has also benefitted from the diversification of chip supply chains, as Statista estimates revenue from the emerging industry there will reach $45.36bn.
READ NEXT
How Japan’s ambitious Rapidus sparks hope and skepticism in Hokkaido
Over in Vietnam, already home to Intel’s biggest semiconductor testing and packaging facility, efforts to encourage investment were ramped up last year as talks opened on the possibility of opening the country’s first fabrication plant.Indicating the appeal of Vietnam, US firm Amkor opening a packaging and testing plant there in October.
Of course, despite the export restrictions it’s under, China must also be considered a leader in the space.
“In the future, it is not impossible that China may emerge as a leader, as they tick almost all the boxes for championing the semiconductor space,” said Cambou, noting that aggressive measures taken by the US to impose technology export bans on Chinese companies such as Huawei had accelerated domestic substitution, “creating a semiconductor hub that could ultimately dominate the world,” he said.
TSMC’s factory in e Jumamoto Prefecture in May 2023. Image via Bloomberg.
Still, Willem Thorbecke, a senior fellow at the Research Institute of Economy, Trade and Industry in Japan, said that unless there’s a major war in Asia, “Taiwanese companies should maintain their lead in logic chips.”
“Companies like TSMC have an excellent business model as a pure-play company that does not compete with their customers. They are also technologically more advanced than their competitors. Their workers are skilled and disciplined and have decades of experience in the industry,” he said.
A dramatic hike in investment in chip gear is expected from Japan to the tune of $7 billion this year. That 82% increase on last year would, however, still leave Japan far behind Taiwan’s anticipated $23 billion in investments.
That doesn’t mean that change isn’t possible. Semiconductors are scientific in nature, and the industry has multidimensional and cooperative qualities at its core; “fortunately, or not, nobody can own science,” said Cambou.
That’s what Asian countries have relied on for the last handful of decades. Western powers might finally have some competition – or even be surpassed.
Japan's semiconductor industry: return to glory
Back in the 80s and 90s, Japan's semiconductor industry was world-leading. Can the country reclaim its position as a chip giant?
techhq.com
EE Times 2019 article
https://www.eetimes.eu/neuromorphic-promises-better-ai/
Literally 6 mins from homeHere's an interesting article. It cites various predictions about the semiconductor industry from Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
By coincidence, in an interview with EE Times Europe in in 2019, Pierre Cambou mentioned BrainChip in reference to neuromophic hardware. Cambou's prediction for Brainchip at the time was as follows.
“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”
Just a sleeping giant? Japan ready to reclaim semiconductor superstardom
If you still don't 'get' chip manufacturing, it's time to get on board.
29 January 2024
Molly Loe
@TechHQ
molly@hybrid.co
All stories
Semiconductor plants are popping up across Japan…
The semiconductor market is projected to reach $1 trillion by 2030 and governments around the world are implementing initiatives to secure access to chips – the fight between China and the US proving the necessity of insulating supply chains from geopolitical tensions.
- Japan used to be a giant in the semiconductor industry.
- The competition for semiconductor dominance has hotted up alongside the chip war between the US and China.
- Government subsidies alone won’t be enough for Japan to reclaim its old industry status.
In 2023, Japan went all in. The government backed new plans and rolled out extensive support: the cherry on the cake of Japan’s efforts is government-backed Rapidus, pushing to create a rival to Silicon Valley away from California, a “Hokkaido Valley.”
Atsuyoshi Koike, president of Rapidus, breaks ground during a ceremony in Chitose, Hokkaido, on Sept. 1, 2023. Image via KYODO.
The Japanese government is trying to attract big players like ASML Holding; already piling in are Taiwan Semiconductor Manufacturing, Samsung Electronics and Mitsubishi Chemical Group. Successfully drawing in these semiconductor giants has cost tens of billions, even trillions, of yen.
And that value, coupled with the strategic importance of semiconductor self-sufficiency, means big challenges face Japan. Of course, every country aiming for the same goal has those problems too. While for many, this is expansion into new waters, Japan’s situation is unique: it’s trying to return to a former glory, the semiconductor dominance it once had.
In the 1980s and 90s, Japan was one of the biggest semiconductor players globally, maintained by government and private sector investment. In 1988, Japanese firms accounted for 51% of semiconductor sales worldwide.
TSMC in Kikuyo, May 2023. Image via Bloomberg.
The successes of Japan became the blueprint for countries like Malaysia, Taiwan and South Korea, which also needed economic development but lacked natural resources, according to Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
Its downfall sounds somewhat familiar: tensions with the US, officials accusing Japanese firms of flooding the market and pushing out players, America using its geopolitical sway to cut off access to the Japanese market, making room for competitors – including South Korea – to make gains.
In 1986, the US-Japan Semiconductor Agreement gave American officials price-setting oversight and enabled access to Japan’s semiconductor market. Everything shifted, Japanese firms lost their competitive edge and by 2021, Japan was estimated to account for only 7% of semiconductor production.
China’s current reluctance to cut a deal with the US makes a bit more sense now.
In fact, the tensions between America and China have played a role in Japan’s effort to return to its former glory. American efforts to constrain China’s chipmaking capabilities have led to a range of restrictions on related exports by Washington and its allies, and caused a shakeup of industry supply chains.
“Considering the ongoing geopolitical risks, such as the US-China issue, it is likely that the Japanese government has made the decision to secure a strategically significant semiconductor production base in the region, partly in response to industry demands,” said Jun Okamoto, KPMG Japan’s industrial manufacturing lead.
Japan reclaims semiconductor industry relevancy
To boost Japan’s position in the semiconductor industry, Prime Minister Fumio Kishida has made an effort to communicate with the heads of top firms and associations in the industry to further coax investment and bolster Japan’s position.
The government is also handing out major subsidies: in December, it was revealed that Samsung would receive subsidies to open a chip packaging facility in Yokohama. The government will contribute around ¥20 billion ($135 million) — around half of the lab’s cost.
READ NEXT
Asian Tiger no more: Japan’s scientists set to leave
Okamoto said that while the Ministry of Economy, Trade and Industry “aims to attract cutting-edge technologies such as edge AI, power semiconductors and photonics systems,” Japan will have to develop its own capabilities in these areas first.
In 2022, the country launched the Leading-edge Semiconductor Technology Center to serve as an R&D hub. The goal for officials is an increase in annual semiconductor revenue to more than ¥13 trillion by 2030.
Challenges to Japan’s journey
A key concern in Japan achieving a place as a globally compelling semiconductor hub is private investment. While government support – which comes in the form of land grants, tax exemptions, subsidies and import restrictions – is key, profitable companies will have to follow suit.
Beyond achieving the necessary funds, a qualified workforce is crucial to the process. Okamoto believes this can be done “through collaborative efforts between industry, government and academia.”
Human capital (or “People” for all the non-economists in the room), including engineers and technicians, is something that countries looking to become chipmaking hubs should focus on. To do so, schools would prioritize science, technology, engineering and math.
Once a capable workforce has been built, wither by education or upskilling, constant R&D and investment will also be required.
There’s a reality to establishing semiconductor hubs that will also have to be dealt with. TSMC’s Kumamoto plant is struggling with water and staffing shortages. Closely linked with this, as plants descend on towns across Japan, are sustainability targets.
Sustainability is another area in wich Japan has fallen behind; securing interest from large overseas companies is dependent on proven commitment to reaching sustainability targets. Big names like Apple, Meta and Google are all striving to meet environmental goals, so the expectation is that semiconductor manufacturers will too.
Being green is a huge selling point for semiconductor manufacturers because chipmaking is often the biggest portion of a company’s carbon footprint.
And a competitive edge is needed.
Facing down competition
Where Japan once stood as a chip giant, other Asian countries have risen to the competition. While Taiwan maintains a strong grip on the market, places like Vietnam, Malaysia, Singapore and Indonesia – having used Japan’s blueprint, perhaps – are placing significant emphasis on the industry, too.
Singapore’s logistical prowess has helped it entice US-based GlobalFoundries and French Soitec to open up or expand there in 2023. The semiconductor industry in Singapore has also benefitted from the diversification of chip supply chains, as Statista estimates revenue from the emerging industry there will reach $45.36bn.
READ NEXT
How Japan’s ambitious Rapidus sparks hope and skepticism in Hokkaido
Over in Vietnam, already home to Intel’s biggest semiconductor testing and packaging facility, efforts to encourage investment were ramped up last year as talks opened on the possibility of opening the country’s first fabrication plant.
Indicating the appeal of Vietnam, US firm Amkor opening a packaging and testing plant there in October.
Of course, despite the export restrictions it’s under, China must also be considered a leader in the space.
“In the future, it is not impossible that China may emerge as a leader, as they tick almost all the boxes for championing the semiconductor space,” said Cambou, noting that aggressive measures taken by the US to impose technology export bans on Chinese companies such as Huawei had accelerated domestic substitution, “creating a semiconductor hub that could ultimately dominate the world,” he said.
TSMC’s factory in e Jumamoto Prefecture in May 2023. Image via Bloomberg.
Still, Willem Thorbecke, a senior fellow at the Research Institute of Economy, Trade and Industry in Japan, said that unless there’s a major war in Asia, “Taiwanese companies should maintain their lead in logic chips.”
“Companies like TSMC have an excellent business model as a pure-play company that does not compete with their customers. They are also technologically more advanced than their competitors. Their workers are skilled and disciplined and have decades of experience in the industry,” he said.
A dramatic hike in investment in chip gear is expected from Japan to the tune of $7 billion this year. That 82% increase on last year would, however, still leave Japan far behind Taiwan’s anticipated $23 billion in investments.
That doesn’t mean that change isn’t possible. Semiconductors are scientific in nature, and the industry has multidimensional and cooperative qualities at its core; “fortunately, or not, nobody can own science,” said Cambou.
That’s what Asian countries have relied on for the last handful of decades. Western powers might finally have some competition – or even be surpassed.
Japan's semiconductor industry: return to glory
Back in the 80s and 90s, Japan's semiconductor industry was world-leading. Can the country reclaim its position as a chip giant?
EE Times 2019 article
https://www.eetimes.eu/neuromorphic-promises-better-ai/
Bravo
If ARM was an arm, BRN would be its biceps💪!
Do you live in Japan?
Bravo
If ARM was an arm, BRN would be its biceps💪!
Should I put the kettle on?
Here's an interesting article. It cites various predictions about the semiconductor industry from Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
By coincidence, in an interview with EE Times Europe in in 2019, Pierre Cambou mentioned BrainChip in reference to neuromophic hardware. Cambou's prediction for Brainchip at the time was as follows.
“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”
Just a sleeping giant? Japan ready to reclaim semiconductor superstardom
If you still don't 'get' chip manufacturing, it's time to get on board.
29 January 2024
Molly Loe
@TechHQ
molly@hybrid.co
All stories
Semiconductor plants are popping up across Japan…
The semiconductor market is projected to reach $1 trillion by 2030 and governments around the world are implementing initiatives to secure access to chips – the fight between China and the US proving the necessity of insulating supply chains from geopolitical tensions.
- Japan used to be a giant in the semiconductor industry.
- The competition for semiconductor dominance has hotted up alongside the chip war between the US and China.
- Government subsidies alone won’t be enough for Japan to reclaim its old industry status.
In 2023, Japan went all in. The government backed new plans and rolled out extensive support: the cherry on the cake of Japan’s efforts is government-backed Rapidus, pushing to create a rival to Silicon Valley away from California, a “Hokkaido Valley.”
Atsuyoshi Koike, president of Rapidus, breaks ground during a ceremony in Chitose, Hokkaido, on Sept. 1, 2023. Image via KYODO.
The Japanese government is trying to attract big players like ASML Holding; already piling in are Taiwan Semiconductor Manufacturing, Samsung Electronics and Mitsubishi Chemical Group. Successfully drawing in these semiconductor giants has cost tens of billions, even trillions, of yen.
And that value, coupled with the strategic importance of semiconductor self-sufficiency, means big challenges face Japan. Of course, every country aiming for the same goal has those problems too. While for many, this is expansion into new waters, Japan’s situation is unique: it’s trying to return to a former glory, the semiconductor dominance it once had.
In the 1980s and 90s, Japan was one of the biggest semiconductor players globally, maintained by government and private sector investment. In 1988, Japanese firms accounted for 51% of semiconductor sales worldwide.
TSMC in Kikuyo, May 2023. Image via Bloomberg.
The successes of Japan became the blueprint for countries like Malaysia, Taiwan and South Korea, which also needed economic development but lacked natural resources, according to Pierre Cambou, the principal analyst for semiconductor market analysis firm Yole Group.
Its downfall sounds somewhat familiar: tensions with the US, officials accusing Japanese firms of flooding the market and pushing out players, America using its geopolitical sway to cut off access to the Japanese market, making room for competitors – including South Korea – to make gains.
In 1986, the US-Japan Semiconductor Agreement gave American officials price-setting oversight and enabled access to Japan’s semiconductor market. Everything shifted, Japanese firms lost their competitive edge and by 2021, Japan was estimated to account for only 7% of semiconductor production.
China’s current reluctance to cut a deal with the US makes a bit more sense now.
In fact, the tensions between America and China have played a role in Japan’s effort to return to its former glory. American efforts to constrain China’s chipmaking capabilities have led to a range of restrictions on related exports by Washington and its allies, and caused a shakeup of industry supply chains.
“Considering the ongoing geopolitical risks, such as the US-China issue, it is likely that the Japanese government has made the decision to secure a strategically significant semiconductor production base in the region, partly in response to industry demands,” said Jun Okamoto, KPMG Japan’s industrial manufacturing lead.
Japan reclaims semiconductor industry relevancy
To boost Japan’s position in the semiconductor industry, Prime Minister Fumio Kishida has made an effort to communicate with the heads of top firms and associations in the industry to further coax investment and bolster Japan’s position.
The government is also handing out major subsidies: in December, it was revealed that Samsung would receive subsidies to open a chip packaging facility in Yokohama. The government will contribute around ¥20 billion ($135 million) — around half of the lab’s cost.
READ NEXT
Asian Tiger no more: Japan’s scientists set to leave
Okamoto said that while the Ministry of Economy, Trade and Industry “aims to attract cutting-edge technologies such as edge AI, power semiconductors and photonics systems,” Japan will have to develop its own capabilities in these areas first.
In 2022, the country launched the Leading-edge Semiconductor Technology Center to serve as an R&D hub. The goal for officials is an increase in annual semiconductor revenue to more than ¥13 trillion by 2030.
Challenges to Japan’s journey
A key concern in Japan achieving a place as a globally compelling semiconductor hub is private investment. While government support – which comes in the form of land grants, tax exemptions, subsidies and import restrictions – is key, profitable companies will have to follow suit.
Beyond achieving the necessary funds, a qualified workforce is crucial to the process. Okamoto believes this can be done “through collaborative efforts between industry, government and academia.”
Human capital (or “People” for all the non-economists in the room), including engineers and technicians, is something that countries looking to become chipmaking hubs should focus on. To do so, schools would prioritize science, technology, engineering and math.
Once a capable workforce has been built, wither by education or upskilling, constant R&D and investment will also be required.
There’s a reality to establishing semiconductor hubs that will also have to be dealt with. TSMC’s Kumamoto plant is struggling with water and staffing shortages. Closely linked with this, as plants descend on towns across Japan, are sustainability targets.
Sustainability is another area in wich Japan has fallen behind; securing interest from large overseas companies is dependent on proven commitment to reaching sustainability targets. Big names like Apple, Meta and Google are all striving to meet environmental goals, so the expectation is that semiconductor manufacturers will too.
Being green is a huge selling point for semiconductor manufacturers because chipmaking is often the biggest portion of a company’s carbon footprint.
And a competitive edge is needed.
Facing down competition
Where Japan once stood as a chip giant, other Asian countries have risen to the competition. While Taiwan maintains a strong grip on the market, places like Vietnam, Malaysia, Singapore and Indonesia – having used Japan’s blueprint, perhaps – are placing significant emphasis on the industry, too.
Singapore’s logistical prowess has helped it entice US-based GlobalFoundries and French Soitec to open up or expand there in 2023. The semiconductor industry in Singapore has also benefitted from the diversification of chip supply chains, as Statista estimates revenue from the emerging industry there will reach $45.36bn.
READ NEXT
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Over in Vietnam, already home to Intel’s biggest semiconductor testing and packaging facility, efforts to encourage investment were ramped up last year as talks opened on the possibility of opening the country’s first fabrication plant.
Indicating the appeal of Vietnam, US firm Amkor opening a packaging and testing plant there in October.
Of course, despite the export restrictions it’s under, China must also be considered a leader in the space.
“In the future, it is not impossible that China may emerge as a leader, as they tick almost all the boxes for championing the semiconductor space,” said Cambou, noting that aggressive measures taken by the US to impose technology export bans on Chinese companies such as Huawei had accelerated domestic substitution, “creating a semiconductor hub that could ultimately dominate the world,” he said.
TSMC’s factory in e Jumamoto Prefecture in May 2023. Image via Bloomberg.
Still, Willem Thorbecke, a senior fellow at the Research Institute of Economy, Trade and Industry in Japan, said that unless there’s a major war in Asia, “Taiwanese companies should maintain their lead in logic chips.”
“Companies like TSMC have an excellent business model as a pure-play company that does not compete with their customers. They are also technologically more advanced than their competitors. Their workers are skilled and disciplined and have decades of experience in the industry,” he said.
A dramatic hike in investment in chip gear is expected from Japan to the tune of $7 billion this year. That 82% increase on last year would, however, still leave Japan far behind Taiwan’s anticipated $23 billion in investments.
That doesn’t mean that change isn’t possible. Semiconductors are scientific in nature, and the industry has multidimensional and cooperative qualities at its core; “fortunately, or not, nobody can own science,” said Cambou.
That’s what Asian countries have relied on for the last handful of decades. Western powers might finally have some competition – or even be surpassed.
Japan's semiconductor industry: return to glory
Back in the 80s and 90s, Japan's semiconductor industry was world-leading. Can the country reclaim its position as a chip giant?
EE Times 2019 article
https://www.eetimes.eu/neuromorphic-promises-better-ai/
“fortunately, or not, nobody can own science,” said Cambou ...
but who owns science fiction?
HarryCool1
Regular
How we lookin Esqy??
Afternoon Harry ,
Bit of a kick in volume one hour ago .... and if i were a cardiologist , looking at the chart line on five day duration / three min time ..... would appear there is a pulse & gaining strength.
Also Buy to Sell ratio has just risen 2:1 .
Regards,
Esq
Bit of a kick in volume one hour ago .... and if i were a cardiologist , looking at the chart line on five day duration / three min time ..... would appear there is a pulse & gaining strength.
Also Buy to Sell ratio has just risen 2:1 .
Regards,
Esq
HarryCool1
Regular
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