From exodus to scarcity: Fast-tracking talent growth initiatives in Japan’s semiconductor industry

Japan’s semiconductor industry is experiencing a significant talent shortage, with demand from chip and equipment manufacturers increasing 14-fold compared to a decade ago. Key factors driving this surge include the rise of generative AI, vehicle electrification, and heightened energy requirements. In response, Japan is expanding semiconductor manufacturing facilities in regions such as Kyushu and Hokkaido, thereby enhancing supply chain resilience.

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Huawei claims top spot in global wearable market in 1H24

China’s Huawei Technologies has overtaken Samsung Electronics and Apple for the first time to become the world’s top wearable device brand in the first half of 2024, with an accumulated user base exceeding 520 million. While its smartphone business is restricted to China due to the US semiconductor ban and lack of Google Mobile Services (GMS), Huawei continues to expand its wearables, notebooks, and tablets in international markets.

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AI PCs to drive battery module ASP

AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling price (ASP) will increase as well. This is expected to become apparent in the fourth quarter of 2024 and growth momentum is expected to become stronger in 2025.

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Semiconductor talent crunch: TSMC, Micron struggle to compete with Japan’s homegrown giants

Amid rising geopolitical tensions, the global semiconductor sector is witnessing an intense chip war across multiple regions, with a critical shortage of skilled talent emerging as a common challenge for countries. Beyond the competitive dynamics of upstream and downstream industries, the race for talent has evolved into a prolonged struggle that directly affects company competitiveness.

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