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AnalysisTop Story9/30/2026

AI Computing Bottlenecks Drive Liquid Cooling Revolution as Japanese Industrial Giants Emerge

From Cooling Pipes to Memory Chips: Inside the Next 'Kioxia'-Style Investment Opportunity

With the explosive growth of AI computing demand led by NVIDIA, liquid cooling for data centers has become critical infrastructure. Leveraging deep expertise in precision tubing and storage, Japanese companies are undergoing a new round of valuation re-rating and emerging as a hot spot for next-generation semiconductor investments.

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09/30
Analysis9/30/2026

AI Liquid Cooling Piping Emerges as Key Focus: Japan’s Stock Market Brews a 'Prime Investment Target'

The cooling demands of data centers are reshaping Japan's electronics supply chain as investors hunt for the next chip giant.

Amid surging demand for liquid cooling piping in AI data centers, Japanese firms tied to Solar Electrical, Toshiba, and Nvidia have become market focal points. Analysts say that in the era where 'cooling equals computing power,' this sector is poised to produce leading stocks with exceptional investment value.

Analysis9/30/2026

Warning on AI Misuse: Japanese IP Court's Rejection of Statutory XML Gazette Raises Doubts Over Judgment Basis

Experts Call for End to AI Dependence; Judicial Proceedings Should Return to Statutory Original Data Sources

Japan's Intellectual Property High Court is accused of not using the statutory XML-format gazettes defined by the Patent Office, instead relying on PDF versions generated by private entities for its rulings, sparking controversy over legal accuracy and procedural compliance.

Analysis9/30/2026

Why the French Government Is 'Deeply Tied' to DeepSeek: A Tech-Skeptical Nation's Third Path in AI

In an interview covering 26 French political and academic figures, Japanese scholar Takahiro Anno analyzes how France is forging an independent AI path beyond the US and China

In September 2026, Japanese scholar Takahiro Anno conducted an in-depth, multi-week research trip to Paris, interviewing 26 respondents including government officials, members of parliament, and mathematicians. The article argues that despite France's skepticism toward technology, its government has actively adopted Chinese models such as DeepSeek, attempting to carve out an autonomous 'third path' outside of US hegemony.

09/29
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