[Exclusive Survey] Semiconductor Investment and Tourism Impact: Changes in 'Where to Open' Revealed by Ranking of 14,314 New Restaurants Nationwide

Review Inc. analyzed 14,314 new restaurants that opened across Japan between July and September 2025, revealing that the restaurant market is shifting from an era where one could open anywhere to an era of carefully selecting the location. In particular, Kumamoto Prefecture, which has garnered attention due to the entry of TSMC (JASM), saw a significant increase in the number of new restaurant openings compared to the previous year, suggesting that the impact of semiconductor-related investments and population inflow is beginning to spread to the dining market. Trends in restaurant openings reflect changes in local economies, specifically regarding where people are moving and where consumption is occurring. The data suggests that it is not just a fluctuation in numbers, but a fundamental change in the regions where new vitality is emerging. This release summarizes the findings of the 'National Restaurant Opening Ranking Report ver7,' which organizes these trends. With 14,314 openings nationwide, the market is moving from 'recovery' to 'selection.' The number of openings from July to September 2025 was 14,314. Looking at the past three years, the number decreased from 15,929 in 2023 to 14,055 in 2024. While it recovered slightly to 14,314 in 2025, it has not yet reached the 2023 level. This is attributed to changes in the cost environment, including rising raw material costs, labor costs, and rent. In this climate, there is a growing trend of carefully assessing where a business can survive rather than simply opening a new location.