AGP Executive Report
Last update: 6 hours agoOffshore Wind Buildout: JFE Engineering rolled out Japan’s first domestically made offshore wind monopile for the 315 MW Oga–Katagami–Akita project, with 21 monopiles and transition pieces under a Kajima contract and deliveries running to March 2027. Memory Chips & AI Supply Chains: SanDisk and Kioxia plan to invest over $31 billion in Japan through 2032 to expand NAND capacity for AI-era demand, including a new Kitakami facility targeting next-gen BiCS Flash. Urban Redevelopment: A roughly 260-meter Shinjuku Station skyscraper is planned for fiscal 2029 as redevelopment accelerates around the station, aiming to create a new district landmark. Energy Security & Critical Minerals: A fresh push to secure rare earth supply chains highlights how export controls and pricing swings can ripple into defense and electronics manufacturing. Defense Cooperation: Belgium says it will deepen communications and information-sharing with Japan, including a Tokyo defense attaché, amid concerns about China’s military buildup. Lunar Standards: Countries are preparing a unified lunar time standard as a global Moon race ramps up, with timing accuracy critical for navigation and base operations.
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