12 of the 100 companies on the AI Infra 100 are based in Japan, 12% of the list, across 5 categories and 7 segments. The highest ranked is Disco, rank 14 of 100 with a score of 96. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.
| Rank | Company | Category / segment | Country | Score |
|---|---|---|---|---|
| 14 | DiscoDISCO supplies semiconductor manufacturing equipment, including grinders, laser saws and singulation systems used in wafer processing and AI chip production. | Fabrication, memory & packaging / Advanced packaging | Japan | 96 |
| 26 | AdvantestAdvantest supplies semiconductor test systems and hardware, including RF, memory, HBM, multi-die and known-good-die testing, to validate chips for power, performance and reliability. | Networking & interconnect / Test, measurement & validation | Japan | 94 |
| 27 | LasertecLasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Japan | 94 |
| 31 | Mitsubishi PowerMitsubishi Power builds large-frame gas turbines and gas turbine combined-cycle power plants. | Agents & tooling / Orchestration | Japan | 94 |
| 34 | JSRJSR supplies semiconductor lithography materials, including photoresists and metal-oxide resists through JSR and Inpria. Its planned plants for TSMC and Samsung directly support advanced semiconductor fabrication. | Semiconductor equipment, materials & critical inputs / Lithography | Japan | 93 |
| 40 | IbidenIbiden manufactures IC package substrates, including ABF-based substrates used in advanced semiconductor packaging for high-performance processors. | Fabrication, memory & packaging / Advanced packaging | Japan | 91 |
| 48 | Shin-Etsu ChemicalShin-Etsu Chemical manufactures semiconductor silicon wafers and a broad range of semiconductor chemicals and materials, including photoresists and related process materials used in chip fabrication. | Semiconductor equipment, materials & critical inputs / Wafers, chemicals & gases | Japan | 90 |
| 64 | Ajinomoto Fine-TechnoAjinomoto Fine-Techno supplies Ajinomoto Build-up Film (ABF), a key insulating material used in semiconductor package substrates and advanced chip packaging. | Fabrication, memory & packaging / Advanced packaging | Japan | 88 |
| 70 | Tokyo ElectronTokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Japan | 87 |
| 78 | ResonacResonac supplies semiconductor materials, including SiC wafers and SiC powder, to chipmakers such as Infineon. | Semiconductor equipment, materials & critical inputs / Wafers, chemicals & gases | Japan | 86 |
| 86 | NittoboNittobo manufactures T-glass, a high-performance glass-fiber material used in high-end ABF semiconductor package substrates. Persistent T-glass shortages can directly constrain advanced packaging supply. | Fabrication, memory & packaging / Advanced packaging | Japan | 85 |
| 88 | SoftBank GroupThrough its Stargate and SB Energy initiatives, SoftBank is funding and developing large AI data center sites and a U.S. 10-gigawatt infrastructure buildout. | Data center build & operate / Hyperscale developers | Japan | 85 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
12 of the 100 companies on the AI Infra 100 are based in Japan: Disco, Advantest, Lasertec, Mitsubishi Power and JSR and 7 more. Disco ranks highest (rank 14 of 100, score 96). Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Disco ranks highest (rank 14 of 100, score 96). Next: Advantest, Lasertec and Mitsubishi Power. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
12 of 100, 12% of the list. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
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