Kioxia and Western Digital’s planned 5 trillion yen ($31B) flash memory expansion in Japan comes with a massive catch: it is entirely contingent on government subsidies. This highlights how private semiconductor capital is no longer market-driven, but completely tethered to state industrial policy. Japan is aggressively subsidizing domestic production to ring-fence its tech supply chain for the AI era.#Japan #AsiaAI #JapanTech #AIhttps://asiaai.fyi/?p=749
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