Government Support for Industrial Spending in Japan & US: Japan | Capital Goods

研报英文原文证据摘录

Government Support for Industrial Spending in Japan & US: Japan | Capital Goods

gy systems

constructions, supply of large-scale baseload power infrastructure, other services Energy, Bechtel, Kiewit, SoftBank Group, Kinder

related to power plants, substations and transmission systems, etc. Morgan

Large-scale power equipment / turbines Power systems expansion Up to $25bn GE Vernova Gas turbines, steam turbines, generators for grid

electrification and stabilization systems

Power-generation substation equipment Grid modernization Up to $25bn Toshiba Electrical power modules, transformers, other power-

generation substation equipment

Cooling systems and solutions Supply of thermal cooling systems and solutions Up to $20bn Carrier Thermal management systems - chillers, air handling

systems, and coolant distribution units for power

infrastructure

AI Infrastructure Data center power systems AI infrastructure support Up to $30bn Mitsubishi Electric Power station systems and equipment for data centers

Electronic components Advanced components / power modules Up to $25bn TDK Advanced electronic components and power modules

Optical / fiber infrastructure Communication infrastructure Up to $20bn Fujikura Optical fiber cables

Electronics and Supply Chain Advanced electronic components MLCC / electronics Up to $15bn Murata Manufacturing Multilayer ceramic capacitors, inductors,

electromagnetic interference suppression filters

Energy storage / electronics Batteries / storage Up to $15bn Panasonic Energy storage systems, electronic devices and

components

Critical minerals Resource + processing investments Up to $5bn Not specified Up to $3bn for ammonia and urea fertilizer facility and

up to $2bn for copper smelting and refining facility