AI Data Insight
Japan's seasonally adjusted capacity utilization in the second quarter of 2025 (April) rebounded to 102.9%, a significant increase of 1.3 percentage points from the previous 101.6%. Benefiting from strong global procurement momentum for AI servers and semiconductors, it offset some of the pressure from weak domestic demand. Over the next 1-2 months, tech orders will continue to provide support, but in the medium to long term, potential risks such as geopolitics and surging import prices still require attention.