Market Chatter: Fujitsu to Join SoftBank-Led Push for Next-Generation AI Memory

MT Newswires Live2025-12-26

Fujitsu (TYO:6702) is joining a SoftBank Group-led (TYO:9984) project to develop next-generation memory for AI and supercomputers, as Japan seeks to rebuild strengths in advanced semiconductors, Nikkei reported Friday.

The effort will be coordinated by Saimemory, a company set up by SoftBank to run the public-private initiative with Fujitsu and other partners. The project targets an alternative to high-bandwidth memory, aiming for higher capacity and lower power use, the report said.

Total investment will reach about 8 billion yen by fiscal 2027 to complete a prototype, with mass production targeted for fiscal 2029. SoftBank plans to invest 3 billion yen, while Fujitsu and the Riken research institute will contribute around 1 billion yen combined. Government subsidies are expected, according to the report.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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