Wire · operational-macro
Japan exports and imports grow at fastest pace in June since November 2022, beating estimates
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Fusion42 · 22 July 2026 · Fusion42 review
Japan's exports and imports both grew at their fastest pace since November 2022 in June, with exports up 19.3% year-on-year driven by semiconductor equipment shipments (up 53.8%) and a weak yen, whilst imports surged 25.4% on higher petroleum costs from the Iran war.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Japan's semiconductor equipment makers now have global pricing power: a 54% jump in chip-tool shipments means Tokyo Electron, Renesas and Advantest are the sole suppliers to AI fabs worldwide, and the weak yen has made them 20% cheaper than rivals. Your supply chain just got narrower and more expensive.
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1 source · 22 Jul 2026
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