Japan has no clear domestic player shipping an on-package power-delivery chiplet with Series A momentum — household PMIC names play it safe with incremental improvements while this radical packaging+power architecture rewrites the energy equation. In short: there is no equal-footing Japanese competitor today; that absence is a strategic opening screaming to be seized.

Japan must stop admiring perfect engineering and start deploying strategic bets: fuse PowerLattice-style on-package power with Japanese packaging houses and data center integrators, force domestic fabs to prioritize power-delivery chiplets, and lock in the decarbonization edge for national champions. Move fast, fund pilot racks, and Japan can own the single biggest emissions lever in AI infrastructure.

Japan has capable solar integrators and utilities, but few have perfected a landlord-tenant aligned, zero-capex rooftop-as-a-service for large industrial parks at speed and scale. This gap is not subtle — it is the rent-a-rooftop playbook Japan needs to copy and outcompete on immediately.

Japan sits on millions of square metres of idle rooftop carbon — unleash a MetroElectro clone that stitches local financing, trading-house balance sheets, and tenancy contracts into a turnkey roll-out. The result: rapid emissions cuts, immediate corporate ESG wins, and a domestic rooftop renewables industry that crowds out foreign installers. This is low-hanging, politically favored, revenue-generating decarbonization — do it now.