Solid lines = confirmed | Dashed = probable/inferred | 2026-04-12
graph LR
subgraph Portfolio
7013T["IHI Corporation
7013.T"]
6501T["Hitachi
6501.T"]
5631T["Japan Steel Wor
5631.T"]
6841T["Yokogawa Electr
6841.T"]
6504T["Fuji Electric
6504.T"]
7004T["Kanadevia
7004.T"]
6368T["Organo Corporat
6368.T"]
6370T["Kurita Water In
6370.T"]
6302T["Sumitomo Heavy
6302.T"]
end
7013T -->|"SMR component fabrication"| C_X_energy["X-energy"]
7013T -->|"SMR preferred manufacturer"| C_NuScale_Power["NuScale Power"]
7013T -->|"Aero engine JV partner"| C_GE_Vernova["GE Vernova"]
7013T -.->|"Reactor vessels, containment"| C_Japanese_nuclear_uti["Japanese nuclear utilitie"]
6501T -->|"BWRX-300 SMR development and d"| C_GE_Vernova__50_50_JV["GE Vernova (50/50 JV)"]
6501T -->|"BWRX-300 reactor"| C_Ontario_Power_Genera["Ontario Power Generation "]
6501T -->|"BWRX-300 reactor"| C_SaskPower__Canada_["SaskPower (Canada)"]
6501T -.->|"BWRX-300 exploration"| C_Southeast_Asian_util["Southeast Asian utilities"]
5631T -->|"Reactor pressure vessel forgin"| C_GE_Hitachi___BWRX_30["GE Hitachi / BWRX-300"]
5631T -.->|"RPV and steam generator forgin"| C_Westinghouse___AP100["Westinghouse / AP1000"]
5631T -.->|"Replacement forgings for resta"| C_Japanese_nuclear_uti["Japanese nuclear utilitie"]
6841T -->|"DPCS for global SMR fleet"| C_Rolls_Royce_SMR["Rolls-Royce SMR"]
6841T -->|"CENTUM VP DCS + AI control age"| C_Saudi_Aramco["Saudi Aramco"]
6841T -->|"Robotics + AI plant maintenanc"| C_Shell["Shell"]
6841T -->|"ICSS, ESD, fire & gas systems"| C_ADNOC["ADNOC"]
6841T -.->|"CENTUM VP DCS for reactor cont"| C_Japanese_nuclear_uti["Japanese nuclear utilitie"]
6504T -->|"300-channel radiation monitori"| C_JNFL_Rokkasho["JNFL Rokkasho"]
6504T -->|"14-in-1 IGBT power module for "| C_Honda["Honda"]
6504T -->|"SiC power module co-developmen"| C_Robert_Bosch["Robert Bosch"]
6504T -->|"Large-capacity IGBT for wind t"| C_Vestas_Wind_Systems["Vestas Wind Systems"]
6504T -->|"Radiation monitoring (95% mark"| C_All_Japanese_nuclear["All Japanese nuclear util"]
7004T -->|"Fukushima decommissioning cask"| C_TEPCO["TEPCO"]
7004T -->|"Spent fuel transport/storage c"| C_US_nuclear_utilities["US nuclear utilities (via"]
7004T -.->|"Deep borehole nuclear waste di"| C_Deep_Isolation["Deep Isolation"]
6368T -->|"IFD condensate demineralizers "| C_All_Japanese_BWR_ope["All Japanese BWR operator"]
6368T -->|"Ultrapure water systems"| C_TSMC_Kumamoto__JASM_["TSMC Kumamoto (JASM)"]
6368T -.->|"Makeup water, waste treatment"| C_PWR_operators__KEPCO["PWR operators (KEPCO, etc"]
6370T -->|"Ultrapure water chemicals for "| C_Samsung_Electronics_["Samsung Electronics / SK "]
6370T -.->|"Coolant chemistry programs, co"| C_Japanese_nuclear_uti["Japanese nuclear utilitie"]
6370T -.->|"Ultrapure water systems"| C_TSMC_Japan_fabs["TSMC Japan fabs"]
6302T -->|"Cryocoolers for fusion reactor"| C_ITER_Organization["ITER Organization"]
6302T -->|"Cryocoolers for particle accel"| C_KEK__J_PARC_["KEK (J-PARC)"]
6302T -.->|"Cryocoolers for MRI supercondu"| C_GE_HealthCare___Siem["GE HealthCare / Siemens M"]
| Company | Confirmed | Probable | Inferred | Total |
|---|---|---|---|---|
| IHI Corporation | 3 | 1 | 0 | 4 |
| Hitachi | 3 | 1 | 0 | 4 |
| Japan Steel Works | 1 | 2 | 0 | 3 |
| Yokogawa Electric | 4 | 1 | 0 | 5 |
| Fuji Electric | 5 | 0 | 0 | 5 |
| Kanadevia | 2 | 1 | 0 | 3 |
| Organo Corporation | 2 | 1 | 0 | 3 |
| Kurita Water Industries | 1 | 2 | 0 | 3 |
| Sumitomo Heavy Industries | 2 | 1 | 0 | 3 |
Generated by JPstock-agent | 2026-04-12 | Full Comparison