Japan's telecom industry revenue grew 6.3% but profits remain weak, with investors shifting to China and South Korea. This article analyzes the diversification of digital services and changes in the competitive landscape behind this trend from the perspective of industrial transformation.
Barclays analyst Ajay Rajadhyaksha believes that Japan's diversified applications and structural growth story in the field of artificial intelligence make it the most compelling market in Asia.
This article analyzes the Japanese government's plan to invest 370 trillion yen (approximately 2.3 trillion USD) in 17 strategic areas by 2040, with a focus on AI, chips, and space development. It explores how this plan marks a shift in Japan's tech industry from economic catch-up to technological sovereignty and may reshape the global semiconductor and innovation competition landscape.
NTT, together with SK Group and Chunghwa Telecom, has established an approximately $500 million IOWN AI fund to accelerate the commercialization of all-photonics networks, drive AI infrastructure transformation, and demonstrate Japan's strategic ambitions in next-generation network technology.
Japan is currently using Osaka and the Kansai region to reorganize its narrative around technology investment: centering on robotics, artificial intelligence, semiconductors, and advanced manufacturing, it seeks to attract overseas companies into the Japanese market while testing an open innovation entry point that is closer to the industrial front line.