Japan’s ‘Bold’ Stimulus Draft Moves Forward: Bigger Spending, AI/Chips/Shipbuilding Push as Panel Urges an Even Larger Package (Nov 12, 2025)
Japan’s government unveiled a draft stimulus package pledging aggressive spending on AI, semiconductors, shipbuilding, and household energy subsidies, with extra defense outlays likely. Daiwa Securities estimates the package could reach ¥20 trillion ($133 billion). New economic council members pushed for a larger package than last year’s ¥13.9 trillion, citing recession risks. The cabinet plans to finalize details later this month.
