Sector Signals
JA/EN/ZH

Sector Signals

Research Notes

Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

Power SemiconductorsSustainabilitylongtailnewspillarSupply Chain
Paid Reports →
フィルター解除
11 results — tag: Supply Chain Clear filter

pillar

Practical Impact Guide to CSRD and CSDDD — Actions Japanese Companies Should Take Now

The Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD) are beginning to directly affect Japanese companies from 2025 to 2026. This guide systematically covers the revised scope following the Omnibus I amendment, the cascading obligations through supply chains, practical response steps, and alignment with SSBJ standards.

SustainabilityCSRDCSDDD

longtail

Human Rights Due Diligence Practical Workflow — 6 Steps Mid-Sized Manufacturers Should Take First

Organizes the human rights due diligence required by CSDDD and LkSG into 6 actionable steps for mid-sized manufacturers. Covers what to document at each step—from policy formulation and risk mapping to grievance mechanisms and disclosure—to pass EU business partner audits, explained from a practical operations perspective.

SustainabilityHuman Rights Due DiligenceCSDDD

news

CBAM Cut India's Aluminum Exports by 41.7% — The First Evidence That Carbon Costs Have Reshaped the Structure of Trade

Following the full enforcement of the EU CBAM, India's unalloyed aluminum exports to the EU fell 41.7% in a single year. Drawing on the first quantitative data showing carbon costs materializing as real trade costs, we examine the structural risks now facing Japanese manufacturers.

SustainabilityCBAMIndia

news

SiC Wafer Geopolitics: What Doosan's Acquisition of SK Siltron Signals

South Korea's Doosan announces a full 100% stake acquisition of SK Siltron in a deal valued at approximately 5 trillion KRW. We examine the vertical integration strategy moving forward despite a 414 billion KRW impairment in the SiC business and 1.2 trillion KRW in covenant issues, and place it in the context of Japan-Korea supply chain cooperation.

Power SemiconductorsSiCSiC wafer

news

SSBJ and CBAM Launch Simultaneously in 2026 — The Dual Challenge of 'Disclosure and Carbon Costs' Facing Japanese Companies

A February 2026 amendment to Cabinet Office ordinances establishes the legal basis for mandatory SSBJ disclosure, while CBAM enters full enforcement in January of the same year. Whether companies can design an integrated response to both regulations around the shared foundation of supply chain emissions data will determine their competitive edge.

SustainabilitySSBJISSB

news

CSRD and CSDDD Supply Chain Provisions: How They Reach Japanese Companies and What to Prioritize

The EU's Corporate Sustainability Reporting Directive (CSRD) and Corporate Sustainability Due Diligence Directive (CSDDD) create practical compliance obligations for Japanese companies even without direct applicability — through European customers and trading partners. This article outlines the channels through which these directives cascade and the actions Japanese companies should prioritize.

SustainabilityCSRDCSDDD

pillar

Human Rights Due Diligence in Practice: Key Issues for Japanese Manufacturers

Against the backdrop of Japan's National Action Plan on Business and Human Rights (2021–2025) and pressure from the EU's CSDDD, supply chain-wide human rights due diligence has become a practical challenge for Japanese manufacturers. This article outlines the basic structure — what to identify, how to respond, and what to disclose — and clarifies response priorities.

SustainabilityHuman Rights DDSupply Chain

longtail

SBTi SME Program in Practice: Differences from the Standard Track and How to Apply

SBTi (Science Based Targets initiative) offers a simplified commitment pathway for small and medium-sized enterprises (SMEs). This article organizes the differences from the standard track, the preparation required for application, and practical examples from Japan. It serves as a practical reference for mid-size manufacturers that have begun to receive SBTi commitment requests from major customers.

SustainabilitySBTiSME

news

Infineon and SK Siltron Sign SiC Wafer Supply Agreement

In 2025, Infineon signed a multi-year SiC wafer supply agreement with SK Siltron, symbolizing a structural shift in the SiC supply chain where wafer procurement secured through single long-term contracts will determine the competitiveness of power semiconductors.

Power SemiconductorsInfineonSK Siltron

news

Renesas and Wolfspeed Sign 10-Year SiC Wafer Supply Agreement

Renesas Electronics and Wolfspeed have signed a 10-year long-term supply agreement for SiC wafers, a duration that highlights the significance of this unprecedented pact in the semiconductor industry, moving beyond a buyer's market for SiC wafer procurement.

Power SemiconductorsRenesasSiC

longtail

SiC 8-inch Wafer Supply System

While SiC power semiconductor wafer sizes are transitioning from 6-inch (150mm) to 8-inch (200mm), a significant gap remains between the commencement of this transition and the establishment of a stable supply chain; when assessing the 8-inch wafer supply chain from a design and procurement perspective, the pace of transition is a critical factor.

Power Semiconductors8-inch SiCSiC