There was recently a tweet about how “Japan Missed the boat on Hardware” and I couldn’t disagree more. In case you don’t follow me on X, here is what I said.

Agree with software but... we missed Hardware???

Nah. Look at public cos like:

Mitsui Kinzoku

Furuya Metals

JX Advanced Metals

Seikoh Giken

Union Tool

Musashi Seimitsu

Ajinomoto

Toto

Mipox

THK

NHK Spring

Aichi Electric

JCU Corp

Rasa Industries

Furukawa electric

Suncall

Fuso Chemical

Moresco

Santec

Lasertec

Socionext

AI Mechatech

advantest

Rigaku

Tokyo Electron

kokusai electric

RS technologies

Screen

Disco

Fujikura

Resonac

Shin-Etsu Chemical

Taiyo Yuden

NGK Insulators

Sumitomo Bakelite

Nittobo

Fuji Film

Asahi Kasei

Ibiden

Canon

Hamamatsu Photonics

Enplas

Kohoku Kogyo

This is but a sliver of the companies in Japan that are part of the AI/DC/Semi supply chain. Many of them niche/critical leaders.

There's a reason companies like TSMC want to build more factories in Kumamoto. The US/Japan alliance is stronger than ever and in defence,

@anduriltech just opened in Japan.

So no, I don’t agree that “Japan missed hardware”; in fact, I think we’re coming back because of hardware.

My account isn't called Made in Japan for no reason.