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Industry & Technology Trends
PMAT publishes industry trends, technical explainers, supply-chain perspectives, and regulatory and market information related to advanced materials.
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Amid the AI Investment Boom, Is Japan's Semiconductor Industry Overheated—or Still Expanding?
Semiconductor shares are being repriced even as Japanese companies continue to expand capacity. This article separates changes in market expectations from real demand and capital investment.
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Critical-Mineral Supplies to Japan Tighten Sharply: Is the Real Semiconductor Bottleneck Resources—or Usable Materials?
The key constraint in critical minerals is often not geological availability, but whether separated, refined, purified and qualified materials can reach semiconductor production when needed.
The Renminbi Nears a Three-Year High: Will Southeast Asia and India Replace Chinese Manufacturing?
This article looks at how a stronger renminbi affects Chinese export economics and how far production can realistically diversify into Southeast Asia and India without moving the entire upstream supply chain.
U.S. Battery Tariffs on China Enter a New Phase: What Will Actually Change in Japan–China Battery Trade?
As U.S. tariffs on Chinese battery products enter a new phase, this article examines what may actually change in Japan–China battery trade through final-market segmentation, origin rules and upstream material dependence.