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November 22, 2024
 

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ECONOMIC SECURITY

The MP Materials rare earth open-pit mine in Mountain Pass, California, in January 2020. Western startups are focusing their attention on the process of refining rare earths — some of them pivoting from mining — that China has spent the past 30 years mastering.
BUSINESS / Companies
Dec 5, 2023
Western startups seek to break China's grip on rare earths refining
The companies are looking for faster, cleaner and cheaper ways to process the minerals that are critical for billions of electronic devices.
The graphics processing units made by U.S.-based Nvidia dominate the market for artificial intelligence.
BUSINESS
Dec 4, 2023
Nvidia CEO says he will try to prioritize Japan for AI processors
Japan is rushing to rebuild its once world-leading semiconductor infrastructure and catch up on the development of AI technology.
A worker at the Ford F-150 Lightning plant in Dearborn, Michigan in April last year. New government rules will try to shift more production of electric vehicle batteries and the materials that power them to the United States.
BUSINESS
Dec 2, 2023
U.S. sets limits on Chinese content to receive EV tax credits
The guidelines establish a 25% ownership threshold for a company or group to be classified as a foreign entity of concern.
A man walks through the Central Business District on a rainy day, in Beijing.
BUSINESS / Economy
Nov 28, 2023
West's de-risking starts to bite China's prospects
China is outwardly confident about growth despite a global economic slowdown
Canadian Prime Minister Justin Trudeau speaks during a news conference at May’s Group of Seven summit in Hiroshima.
COMMENTARY / Japan
Nov 28, 2023
Canada's path to pragmatic Indo-Pacific engagement
As part of Canada’s Indo-Pacific pivot, we have already seen its relations and cooperation with Japan deepen.
Up until very recently, the business of packaging semiconductors — encasing chips in materials that both protect them and connect them to the electronic device they’re part of — was, at best, an afterthought for the industry.
WORLD / Politics
Nov 22, 2023
A new front is opening up in the U.S.-China conflict over chips
The process of packaging semiconductors is increasingly seen as the "secret sauce" — a path toward achieving higher performance.
A Komatsu dump truck at the Oyu Tolgoi copper-gold mine in Khanbogd, the South Gobi desert, Mongolia
BUSINESS / Tech
Nov 14, 2023
China tightens grip on copper, key to world’s energy transition
China’s copper smelting capacity will increase by another 45% by 2027
Germany, which likely plays a key role in determining Europe’s China strategy, unveiled its 64-page strategy on China on July 13.
COMMENTARY / World / Geoeconomic Briefing
Nov 14, 2023
Germany’s China strategy is epoch-making but ambiguous
While attempting to protect its interests, Berlin has had to deal with business circles attempting to avoid damaging ties with Beijing.
The construction site of a new Taiwan Semiconductor Manufacturing Co. factory in Kikuyo, Kumamoto Prefecture
BUSINESS / Economy
Nov 9, 2023
Japan set to earmark ¥2 trillion for chips in extra budget
Japan is in the midst of a spending spree to revive its chip industry with an aim to triple the sales of domestically produced semiconductors by 2030.
China's dominance in the electric vehicle market has prompted the European Union to take action regarding economic security.
COMMENTARY / World / Geoeconomic Briefing
Nov 7, 2023
How electric vehicles became subject to EU economic security
The bloc has felt the pressure from China in the EV market, leading it to take steps to better protect vehicles, batteries and materials.
Fujio Mitarai, chief executive officer of Canon, during an interview in Tokyo on Oct. 30
BUSINESS / Companies
Nov 6, 2023
Canon’s chipmaking technology promises advanced chips for less
The Tokyo-based firm’s new nano-imprint technology could open doors for smaller semiconductor manufacturers.
An assembly engineer works on a lithography system at chipmaker ASML in Veldhoven, Netherlands, on June 16.
COMMENTARY / Japan / Geoeconomic Briefing
Nov 2, 2023
How can the EU strengthen its strategic autonomy regarding chips?
The bloc has felt a sense of crisis over the fact that its growth strategy has been largely dependent on third countries.
Servers inside Huawei's factory campus in Dongguan, Guangdong province, China, in March 2019
BUSINESS / Tech
Oct 26, 2023
China swaps Western tech for domestic options as U.S. cracks down
The telecom and financial sectors are considered the next focus for the drive, with digital payments seen as particularly vulnerable to Western hacking.
Despite shifts in the global economy and trade, the world remains highly integrated and globalization is far from over.
COMMENTARY
Oct 25, 2023
Globalization’s demise has been greatly exaggerated
Trade flows, allocation of dollars, and supply chains are evolving, but these changes are not uniform and can be challenging to predict.
An assembly engineer works on a TWINSCAN DUV lithography system at ASML in Veldhoven, Netherlands, in June.
BUSINESS / Tech
Oct 21, 2023
The multimillion-dollar machines at the center of the U.S.-China rivalry
Complex lithography machines that print intricate circuitry on computer chips are at the heart of Washington's tough new measures on Beijing.
The Taiwan Semiconductor Manufacturing Co. logo atop a building at the Hsinchu Science Park in Hsinchu, Taiwan
BUSINESS / Companies
Oct 20, 2023
‘Sell TSMC, buy ASML’ gains traction as China-Taiwan risks grow
Because TSMC’s operations are mostly in Taiwan, it faces heightened geopolitical hazards. ASML, meanwhile, stands to benefit from the fragmentation.
China's ambitions to control the legacy chip market have implications for the world economy and Western nations are beginning to take countersteps.
COMMENTARY / World
Oct 18, 2023
China's economic ambitions squeeze the developing world
While Chinese diplomats try to promote “win-win” solutions, Chinese policy is preventing developing-world partners from selling goods to China.
Washington is taking steps to prevent U.S. chipmakers from circumventing government rules in order to sell to China.
BUSINESS / Tech
Oct 16, 2023
U.S. to tighten rules aimed at keeping advanced chips out of China
The Biden administration is aiming to close loopholes that might help its geopolitical rival gain cutting-edge technologies.
The U.S. is struggling to cut China off from top AI technology.
BUSINESS / Tech
Oct 13, 2023
Biden eyes adding AI chip curbs to Chinese companies abroad
Efforts to close the loophole allowing access to chips the show how the Biden administration is struggling to cut China off from top AI technology.
Then-U.S. President Donald Trump, accompanied by Treasury Secretary Steven Mnuchin, announces a slew of retaliatory measures against China, including sanctions, at a news conference at the White House in May 2020.
COMMENTARY / World
Oct 6, 2023
Protectionism started the geopolitical fire
The protectionism in the post-pandemic economic shutdowns will also impact international relations.
Two of America’s biggest debt holders are dumping Treasurys
The U.S. Treasury building in Washington. Investors in Japan and China sold a pile of U.S. debt in the last quarter, just before the U.S. presidential election.
Ishiba aggravates his own political failures with diplomatic faux pas
Prime Minster Shigeru Ishiba is greeted at the APEC summit in Lima by Canadian Prime Minister Justin Trudeau on Friday. The Japanese leader was criticized for remaining seated while meeting several world leaders at the event.
Japan's 3.31 million visitors in October set monthly record
Kiyomizu Temple in Kyoto in December 2023. Famous autumn leaf colors contributed to increased tourism demand last month from many markets across Asia, Europe and North America, the Japan National Tourism Organization has said.
Japan ranks last in romance satisfaction for second straight year
In a survey of 31 countries, Japan ranked last in terms of those who felt loved, with just 51% of respondents saying so.
Ruling coalition and DPP strike last-minute deal over economic policy
DPP policy chief Makoto Mahaguchi speaks at the party's policy gathering in Tokyo on Wednesday.
Japan, U.K. and Italy discuss inviting more countries to joint fighter project
A new concept model of a next-generation fighter jet to be jointly developed by Japan, Britain and Italy is on display in Farnborough, Hampshire, in July.
Haruki Murakami's 'The City and Its Uncertain Walls' gives deep deja vu
For “The City and Its Uncertain Walls,” translated into English by Philip Gabriel, Haruki Murakami confronts the ghosts who won't leave him alone.
Japanese expats in Asia find community through rugby
The Taiwan Fivewoods celebrate their victory at the 2023 Asian Japanese Rugby Cup in December of last year.
In Fukushima, a weekend of prose, poetry and translation
Aomori-based writer JJ Carter presented on tabletop gaming as creative inspiration for building characters and narratives.
For Dr. Nakamats, aging is just experience in action
Though he didn't win the recent gubernatorial election in Tokyo, the 96-year-old Dr. Nakamats' run was seen as inspirational in Japan's aging society.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
Kabukicho: Tokyo’s ‘stadium of desire’

Longform

Construction takes place on the Takanawa Gateway Convention Center in Tokyo, slated to open in 2025.
A boom for business tourism in Japan?
By Kathryn Wortley

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