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Are you suggesting Japan is concerned they could be sanctioned by the US? While technically true, it's just as much of a risk for UK, Canada, etc. If they're safeguarding their access to chips that's about the least necessary risk to address.



I’m suggesting that Japan would prefer a higher degree of control and independence on semiconductor supply chain in general, to hedge against external factors like sanctions. I did not mean to imply that US would sanction them but US sanctions on equipment to China led to losses for Japanese firms.

Having a deeper control of end to end semiconductor supply chain will help hedge against that, equipment sanction revenue loss can be made up by chips fab revenue as such. Makes more sense when you look at it from the government perspective, it is the government driving this despite how it appears.


I suspect it would be more that if a company misbehaves, Japan may lose access (since the US will sanction the company).

It's general resilience for critical materials given geopolitical risk, not a fear of the US per se.




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