Japan semiconductor/AI chip supply chain

Kioxia surges 631% to ~$300B. Japan backs Micron AI memory expansion in Hiroshima with ¥1.5T investment. Japan's chip exports soar 61.2%. Samsung and SK Hynix test Chinese AMEC etching tools, threatening Tokyo Electron. Latest: US tells 35 countries to pick US or China in global AI race, directly pressuring Japan's semiconductor alliances and forcing strategic choices.