Japan’s tech industry is one of the surprise beneficiaries of this global AI boom, with more and more obscure Japanese businesses reaping huge profits from increased interest in AI-related infrastructure semiconductors automation solutions for factories, and advanced manufacturing systems. While the entire world’s attention is on the big-name AI players in the US and China, Japan’s industrial cluster is fast emerging as a vital, supporting pillar of the growing AI economy.<\/p>
\u8208\u5473\u6df1\u3044\u3053\u3068\u306b\u3001\u3053\u308c\u3089\u306e\u4f01\u696d\u306e\u591a\u304f\u306fAI\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>
developers but rather, specialized manufacturing components materials high end precision machinery, robotics and chip technology that are needed to manufacture AI chips and enable the future computation infrastructure. This trend is driving investor attention to Japan’s industrials and technology sectors, where those supplying AI infrastructure were seeing strengthened order flows and profit growth.<\/p>
\u65e5\u672c\u306f\u3001\u534a\u5c0e\u4f53\u6750\u6599\u3001\u7cbe\u5bc6\u6a5f\u68b0\u30bb\u30f3\u30b5\u30fc\u3001\u30ed\u30dc\u30c3\u30c8\u5de5\u5b66\u3001\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u5148\u7aef\u88fd\u9020\u696d\u306e\u7523\u696d\u80fd\u529b\u3068\u6280\u8853\u306b\u304a\u3044\u3066\u6700\u5148\u7aef\u3092\u8d70\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6280\u8853\u958b\u767a\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u65e5\u672c\u4f01\u696d\u306b\u3088\u3063\u3066\u958b\u62d3\u3055\u308c\u3001\u9054\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>
\u4e16\u754c\u4e2d\u3067AI\u306e\u5c0e\u5165\u304c\u6025\u901f\u306b\u9032\u3080\u4e2d\u3001\u4e16\u754c\u306eAI\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306f\u9ad8\u5ea6\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u3053\u308c\u3089\u306e\u30b9\u30ad\u30eb\u306f\u3055\u3089\u306b\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>
\u3055\u3089\u306b\u65e5\u672c\u4f01\u696d\u306f\u3001\u534a\u5c0e\u4f53\u30a6\u30a7\u30cf\u30fc\u3001\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u3001\u30b7\u30ea\u30b3\u30f3\u90e8\u54c1\u3001\u8a66\u9a13\u88c5\u7f6e\u3001\u7523\u696d\u7528\u30ed\u30dc\u30c3\u30c8\u306a\u3069\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u30fb\u30c1\u30c3\u30d7\u88fd\u9020\u306b\u5fc5\u8981\u306a\u91cd\u8981\u539f\u6750\u6599\u3084\u88fd\u9020\u88c5\u7f6e\u306e\u591a\u304f\u3092\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>
\u3053\u308c\u3089\u306e\u5206\u91ce\u306e\u4f01\u696d\u306f\u3001AI\u30c1\u30c3\u30d7\u3001\u30af\u30e9\u30a6\u30c9\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3078\u306e\u6295\u8cc7\u306e\u62e1\u5927\u304b\u3089\u5229\u76ca\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u696d\u754c\u8b58\u8005\u306b\u3088\u308c\u3070\u3001\u65e5\u672c\u304c\u6700\u3082\u5f97\u610f\u3068\u3059\u308b\u306e\u306f\u3001\u6d88\u8cbb\u8005\u5411\u3051\u306e\u6a19\u6e96\u7684\u306aAI\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u306a\u304f\u3001AI\u306e\u5927\u898f\u6a21\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u88fd\u9020\u3092\u53ef\u80fd\u306b\u3059\u308b\u5b9f\u73fe\u6280\u8853\u3067\u3059\u3002.<\/p>
\u7279\u5b9a\u306e\u7523\u696d\u306b\u7279\u5316\u3057\u305f\u3053\u306e\u6226\u7565\u306b\u3088\u308a\u3001\u65e5\u672c\u4f01\u696d\u306f\u7c73\u56fd\u306e\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u4f01\u696d\u3092\u5f31\u4f53\u5316\u3055\u305b\u308b\u3053\u3068\u306a\u304f\u3001AI\u30d6\u30fc\u30e0\u304b\u3089\u5de8\u984d\u306e\u4fa1\u5024\u3092\u9759\u304b\u306b\u5438\u3044\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002.<\/p>
AI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u7206\u767a\u7684\u306a\u666e\u53ca\u306b\u3088\u308a\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u534a\u5c0e\u4f53\u3001\u7279\u306b\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30fb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u30fb\u30e6\u30cb\u30c3\u30c8(GPUs)\u3001\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\u3001\u30cb\u30c3\u30c1\u5c02\u7528AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u304b\u3064\u3066\u306a\u3044\u6c34\u6e96\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>
This trend is causing ripple effects across the semiconductors’ supply chain, favoring Japanese firms in the fields of chip fabricating equipment, hi-tech materials and precision engineering.<\/p>
\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\u30fb\u30de\u30cb\u30e5\u30d5\u30a1\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u904b\u55b6\u3059\u308b\u30d5\u30a1\u30d6\u306e\u30aa\u30fc\u30ca\u30fc\u306b\u3068\u3063\u3066\u3001\u4e16\u754c\u7684\u306b\u91cd\u8981\u306a\u88c5\u7f6e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u5c11\u6570\u3067\u3059\u3002.<\/p>
AI\u30c1\u30c3\u30d7\u306e\u9700\u8981\u306f\u3001\u534a\u5c0e\u4f53\u751f\u7523\u5de5\u5834\u306e\u57fa\u76e4\u3092\u65e5\u672c\u304b\u3089\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u3067\u306f\u3001\u534a\u5c0e\u4f53\u7af6\u4e89\u529b\u3092\u56de\u5fa9\u3059\u308b\u305f\u3081\u306b\u3001\u88dc\u52a9\u91d1\u306e\u652f\u7d66\u3084\u6226\u7565\u7684\u63d0\u643a\u3092\u7d50\u3076\u306a\u3069\u3057\u3066\u3001\u30c1\u30c3\u30d7\u306e\u73fe\u5730\u751f\u7523\u3078\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3092\u7a4d\u6975\u7684\u306b\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002.<\/p>
AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306f\u5897\u52a0\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u304c\u3001\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3044\u3066\u65e5\u672c\u306e\u7523\u696d\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3092\u7121\u8996\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>
Demand for advanced industrial robotics and automation systemsanother of Japan’s global strengthsis also being driven higher by the AI boom.<\/p>
AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35\u3001\u5148\u7aef\u88fd\u9020\u696d\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u306f\u3059\u3079\u3066\u3001\u6642\u9593\u304c\u78ba\u5b9f\u3067\u3001\u7cbe\u5ea6\u304c\u9ad8\u304f\u3001\u52b9\u7387\u7684\u306a\u81ea\u52d5\u5316\u3055\u308c\u305f\u88fd\u9020\u3092\u307e\u3059\u307e\u3059\u8981\u6c42\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>
\u65e5\u672c\u306e\u30ed\u30dc\u30c3\u30c8\u4f01\u696d\u306f\u73fe\u5728\u3001\u81ea\u52d5\u7d44\u7acb\u30e9\u30a4\u30f3\u3001\u30c1\u30c3\u30d7\u751f\u7523\u30b7\u30b9\u30c6\u30e0\u3001\u7269\u6d41\u30ed\u30dc\u30c3\u30c8\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u69cb\u60f3\u3078\u306e\u6295\u8cc7\u5897\u52a0\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002.<\/p>
AI\u3068\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u306e\u878d\u5408\u306f\u3001\u52b4\u50cd\u4eba\u53e3\u306e\u6e1b\u5c11\u3084\u904b\u7528\u30b3\u30b9\u30c8\u306e\u5897\u5927\u3092\u80cc\u666f\u306b\u3001\u751f\u7523\u6027\u5411\u4e0a\u306e\u91cd\u8981\u6027\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3066\u3001\u307e\u3059\u307e\u3059\u9855\u8457\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>
\u9ad8\u9f62\u5316\u3068\u52b4\u50cd\u6642\u9593\u306e\u77ed\u7e2e\u306b\u3088\u308a\u56fd\u5185\u306e\u52b4\u50cd\u4eba\u53e3\u304c\u6e1b\u5c11\u3059\u308b\u4e2d\u3001\u4e16\u754c\u7684\u306aAI\u30d6\u30fc\u30e0\u306b\u3088\u308a\u3001\u65e5\u672c\u306f\u30ed\u30dc\u30c3\u30c8\u3084\u7523\u696d\u6280\u8853\u306e\u8f38\u51fa\u6a5f\u4f1a\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>
AI\u95a2\u9023\u306e\u7523\u696d\u9700\u8981\u306e\u5f71\u97ff\u529b\u306e\u9ad8\u307e\u308a\u306f\u3001\u4e16\u754c\u306e\u6295\u8cc7\u5bb6\u306e\u65e5\u672c\u682a\u306b\u5bfe\u3059\u308b\u898b\u65b9\u3092\u5909\u3048\u3064\u3064\u3042\u308a\u307e\u3059\u3002.<\/p>
\u4f55\u5341\u5e74\u3082\u306e\u9593\u3001\u65e5\u672c\u306e\u88fd\u9020\u696d\u306e\u591a\u304f\u306f\u4f4e\u6210\u9577\u7523\u696d\u3092\u8ffd\u6c42\u3059\u308b\u6210\u719f\u4f01\u696d\u3068\u898b\u306a\u3055\u308c\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001AI\u30a4\u30f3\u30d5\u30e9\u30fb\u30d6\u30fc\u30e0\u306b\u3088\u308a\u3001\u3053\u308c\u3089\u306e\u4f01\u696d\u306e\u591a\u304f\u304c\u6226\u7565\u7684\u306b\u91cd\u8981\u3067\u3042\u308b\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002.<\/p>
\u534a\u5c0e\u4f53\u6750\u6599\u3084\u691c\u67fb\u30b7\u30b9\u30c6\u30e0\u3001\u51b7\u5374\u6280\u8853\u3001\u30bb\u30f3\u30b5\u30fc\u3001\u7523\u696d\u7528\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u6a5f\u5668\u306e\u30e1\u30fc\u30ab\u30fc\u3082\u3001\u9593\u63a5\u7684\u306bAI\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002.<\/p>
A few Japanese companies are already seeing a spike in orders related to AI data-centre build outs and the ramp up in semiconductor manufacturing. Investors are quickly starting to view specific parts of Japan’s manufacturing industries as a vital AI infrastructure rather than a traditional manufacturing business.<\/p>
\u3053\u306e\u3088\u3046\u306a\u30b7\u30d5\u30c8\u306f\u3001\u65e5\u672c\u3084\u6280\u8853\u30fb\u7523\u696d\u30bb\u30af\u30bf\u30fc\u306e\u9577\u671f\u7684\u306a\u6210\u9577\u898b\u901a\u3057\u306e\u6539\u5584\u306b\u3082\u8ca2\u732e\u3057\u307e\u3059\u3002.<\/p>
Japan’s industrial ecosystem offers several advantages in the evolving AI economy.<\/p>
\u7c73\u56fd\u306e\u3088\u3046\u306a\u56fd\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u7279\u5316\u3057\u3066\u3044\u308b\u306e\u306b\u5bfe\u3057\u3001\u65e5\u672c\u306b\u306f\u7cbe\u5bc6\u88fd\u9020\u3001\u6700\u5148\u7aef\u306e\u6750\u6599\u79d1\u5b66\u3001\u7523\u696d\u5de5\u5b66\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u7d71\u5408\u3068\u3044\u3063\u305f\u3001\u8907\u88fd\u304c\u56f0\u96e3\u306a\u30b3\u30a2\u6280\u8853\u306e\u6b8b\u5b58\u80fd\u529b\u304c\u307e\u3060\u304b\u306a\u308a\u3042\u308a\u307e\u3059\u3002.<\/p>
And expanding ASEAN’s involved in collaboration with the US, Taiwan and Europe’s tech firms in the semiconductors, energy and AI research.<\/p>
Japanese government authorisation and support for semiconductor manufacture investment, economic security project and supply-chain safety will also enhance Japan’s strategic importance in technology worldwide.<\/p>
Japan’s position could even be more critical as countries look to diversify their supply chains away from highly concentrated manufacturing centers.<\/p>
\u3057\u304b\u3057\u3001\u65e5\u672c\u4f01\u696d\u304cAI\u306e\u6d3b\u6cc1\u3092\u5229\u7528\u3059\u308b\u306b\u306f\u3001\u660e\u308b\u3044\u9762\u3060\u3051\u3067\u306f\u307e\u3060\u3044\u304f\u3064\u304b\u306e\u554f\u984c\u304c\u96a0\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>
\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u3084\u7523\u696d\u6280\u8853\u306e\u5206\u91ce\u3067\u306f\u3001\u97d3\u56fd\u3001\u53f0\u6e7e\u3001\u4e2d\u56fd\u3001\u7c73\u56fd\u4f01\u696d\u3068\u306e\u71be\u70c8\u306a\u9700\u7d66\u7af6\u4e89\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002.<\/p>
Japan’s home market is also set to be challenging: there are shortages of willing, home-grown developers and programmers; innovation in software is relatively slow, compared to the U. S.<\/p>
and there is a need to upgrade certain parts of the country’s digital infrastructure. Also, global demand for AI continues to be extremely cyclical, and relies heavily on sustained investment from the leading technology firms.<\/p>
Still, many industry analysts are optimistic that demand for AI infrastructure will remain strong over the long term, furthering significant demand for Japan’s industry equipment suppliers.<\/p>
\u4e16\u754c\u7684\u306aAI\u30d6\u30fc\u30e0\u306f\u3001\u65e5\u672c\u306e\u30cf\u30a4\u30c6\u30af\u7523\u696d\u306e\u3042\u307e\u308a\u77e5\u3089\u308c\u3066\u3044\u306a\u3044\u5074\u9762\u3092\u9732\u5448\u3057\u3066\u3044\u307e\u3059\u3002\u591a\u304f\u306e\u5834\u5408\u3001\u6700\u5927\u306e\u52dd\u8005\u306f\u6d88\u8cbb\u8005\u5411\u3051AI\u4f01\u696d\u3067\u306f\u306a\u304f\u3001AI\u30a4\u30f3\u30d5\u30e9\u305d\u306e\u3082\u306e\u3092\u63a8\u9032\u3059\u308b\u9ad8\u5ea6\u306b\u96c6\u4e2d\u3057\u305f\u7523\u696d\u6a5f\u5668\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002.<\/p>
\u8a2d\u5099\u6295\u8cc7($bn) \u65e5\u672c\u306e\u6295\u8cc7\uff1a\u534a\u5c0e\u4f53\u3084\u7cbe\u5bc6\u6a5f\u68b0\u304b\u3089\u30ed\u30dc\u30c3\u30c8\u5de5\u5b66\u3084\u30cf\u30a4\u30a8\u30f3\u30c9\u88fd\u9020\u30b7\u30b9\u30c6\u30e0\u307e\u3067\u3001\u65e5\u672c\u306fAI\u7d4c\u6e08\u306e\u91cd\u8981\u306a\u4e00\u7ffc\u3092\u62c5\u3046\u3079\u304f\u3001\u307e\u3059\u307e\u3059\u52d5\u304d\u51fa\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>
\u534a\u5c0e\u4f53\u3001\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u30b7\u30b9\u30c6\u30e0\u306a\u3069\u3001\u591a\u304f\u306e\u5206\u91ce\u3067AI\u30a4\u30f3\u30d5\u30e9\u306e\u69cb\u7bc9\u304c\u52a0\u901f\u3057\u3001\u9577\u671f\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u751f\u307e\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>
While artificial intelligence is transforming every industry in the world, Japan’s relatively subdued strength in industrial-level technologies may emerge as its most significant competitive edge in the coming wave of technological progression.<\/p>","protected":false},"excerpt":{"rendered":"
Japan’s tech industry is one of the surprise beneficiaries of this global AI boom, with more and more obscure Japanese businesses reaping huge profits from increased interest in AI-related infrastructure semiconductors automation solutions for factories, and advanced manufacturing systems. While the entire world’s attention is on the big-name AI players in the US and China, Japan’s industrial cluster is fast emerging as a vital, supporting pillar of the growing AI economy.Interestingly that many of these companies are not AI software.developers but rather, specialized manufacturing components materials high end precision machinery, robotics and chip technology that are needed to manufacture AI chips and enable the future computation infrastructure. This trend is […]<\/p>\n","protected":false},"author":7,"featured_media":32984,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"wprm-recipe-roundup-name":"","wprm-recipe-roundup-description":"","postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"footnotes":""},"categories":[186,8098,85],"tags":[8869,8967,103,8163,491],"ppma_author":[572],"class_list":["post-32975","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","category-news-articles","category-tech","tag-ai-chips","tag-ai-economy","tag-ai-infrastructure","tag-japan-tech","tag-supply-chain"],"yoast_head":"\n