● Tracking Japan's capex supercycle

The English-language tracker for Japan's capex supercycle.

Every factory, fab, data center and power project across Japan — structured, in English, while it's still news.

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The newest capex moves across Japan, in English first

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Food & BeverageTay Ninh ProvinceJul 16, 2026

Megmilk Snow Brand starts operations at new processed cheese plant in Vietnam

Megmilk Snow Brand's Vietnamese subsidiary held an opening ceremony and began operations at its newly built processed cheese plant in Tay Ninh Province (formerly Long An Province), southern Vietnam. The 1.5-hectare facility supports the company's mid-term plan to strengthen overseas expansion, targeting Vietnam's growing cheese market driven by rising incomes and Westernizing diets, with plans to later expand into neighboring countries.

Megmilk Snow Brand Co., Ltd.
Semiconductors & ElectronicsKumamotoJul 16, 2026

TSMC to accelerate construction of Kumamoto second fab

TSMC reported record quarterly profit driven by AI-related chip demand and said it will speed up the launch of new plants in Japan. The comments are seen as referring to accelerating construction of its second Kumamoto fab (Kikuyo Town), targeting mass production start in 2028.

Taiwan Semiconductor Manufacturing Company
Food & BeverageNiigataJul 15, 2026

Matsuya starts operation of new rice flour products plant in Niigata City

Matsuya has begun full operation of a new plant in Niigata City, Niigata Prefecture, built to expand production capacity for its mainstay rice flour-based products. The facility will produce baby food, disaster stockpile food, care food, and chip snacks, targeting growing demand from an aging population and disaster preparedness needs.

Matsuya Co., Ltd.
Power & EnergyTochigiJul 15, 2026

Syla Solar to acquire grid-connected battery storage facility in Tochigi

Syla Holdings' subsidiary Syla Solar resolved to acquire land and a grid-connected battery storage facility in Oyama City, Tochigi Prefecture, with 2MW receiving capacity and 8MWh storage capacity. The purchase price is undisclosed but confirmed to be less than 30% of the company's consolidated net assets as of FY2026/5. Contract signing is planned for July 17, 2026, with settlement and delivery expected November 1, 2026.

Syla Holdings Co., Ltd.
Food & BeverageAichiJul 13, 2026

Joyfull to build new Aichi Toyohashi plant for approx. JPY 7.5bn

Restaurant chain operator Joyfull will construct a new food production plant in Toyohashi, Aichi Prefecture, as part of a factory network rebuild addressing aging facilities, natural disaster risk, and rising production volume needs. Investment is approximately JPY 7.5 billion including building and machinery, with completion scheduled for February 2028.

Joyfull Co., Ltd.¥7.5B
Pharma & MedicalSaitamaJul 13, 2026

Seed revises plans for Konosu Research Center Building No.4 Phase II

Seed Co., a contact lens manufacturer, disclosed a partial change to the previously announced acquisition of fixed assets related to the second-phase construction of Building No. 4 at its Konosu Research Center. Specific revised terms were not detailed in the available text.

Seed Co., Ltd.
Machinery & RoboticsTottoriJul 12, 2026

Technos completes new Tottori factory to expand into semiconductor, aerospace parts

Precision parts machining company Technos (Soja City) has completed a new factory in Tottori City, equipping it with multiple large machining centers to handle larger components. The facility targets order growth in advanced sectors such as semiconductors and aerospace, with future plans to leverage AI in production.

Technos
Power & EnergyJul 10, 2026

Birdman to acquire grid-connected battery storage facility

G-Birdman announced the acquisition of fixed assets related to a grid-connected battery storage system. Details on investment amount, location, and timeline were not disclosed in the available notice.

Birdman Inc.
Other ManufacturingWest JavaJul 10, 2026

Kawai Musical Instruments completes new electronic piano plant in Indonesia

Kawai Musical Instruments Mfg. announced completion of a new third factory in Karawang Regency, West Java, Indonesia, built by its local subsidiary Kawai Indonesia to produce electronic pianos. The plant, with a total investment of JPY 4 billion, introduces labor-saving and automation equipment to boost production capacity and quality, supporting Kawai's mid-term plan to raise its global electronic piano market share to 24.4% by 2035.

Kawai Musical Instruments Manufacturing Co., Ltd.¥4B
Pharma & MedicalHokkaidoJul 7, 2026

Japan Blood Products Organization to build new plasma-fractionation plant in Chitose, Hokkaido

Japan Blood Products Organization (JB) announced plans to build a new plant in Chitose, Hokkaido to increase production of plasma-derived medicines including immunoglobulin, amid falling domestic self-sufficiency in immunoglobulin products. Including upgrades to two existing plants, JB will invest approximately JPY 200 billion by FY2040 to double raw plasma processing capacity, aiming to raise plasma intake from 660,000 liters to 1.3 million liters by FY2035.

Japan Blood Products Organization¥200B

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