东亚地区

Official data shows Hong Kong accounted for 50%+ of China's $239B in chip imports in the first five months of 2026, a record share, up from ~33% a decade ago (www.bloomberg.com)
10 hours ago China Hong Kong

QT instead of Rate Hikes to Put a Floor under Plunging Yen: Bank of Japan Sheds 15.6% of its Massive Assets (wolfstreet.com)
19 hours ago Japan Asset

US diplomat wants to turn Taiwan into ‘hornet's nest of drones' (www.rt.com)
1 day ago Taiwan Drone

South Korea, Samsung, and SK Hynix say they plan to invest ~$590B to build a new chip complex, including four chipmaking plants and a chip packaging cluster (www.ft.com)
2 days ago Korea Samsung

A look at the CSOP SK Hynix Leveraged ETF, which trades in Hong Kong and has ballooned into a $13B fund, becoming the world's largest single-stock leveraged ETF (www.bloomberg.com)
2 days ago Hong Kong ETF

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
3 days ago China Taiwan Nvidia

South Korean government data: the country's exports grew 70.9% YoY in June to $102.25B, an all-time monthly high, anchored by a record $44.82B in chip shipments (asia.nikkei.com)
3 days ago Korea

Japan commits up to $6.16B over five years to Noetra, a consortium led by SoftBank, Honda, NEC, and Sony, to develop a domestic AI foundation model by 2027 (asia.nikkei.com)
3 days ago Japan AI Honda Sony

South Korea To Spend $1 Trillion On More Memory Chip Production, Humanoid Robots (hardware.slashdot.org)
4 days ago Korea Robot

Japanese World Cup fan goes viral with epic meltdown after their heartbreaking elimination by Brazil... but is all as it seems? (www.dailymail.co.uk)
4 days ago Japan Brazil

Five Chinese tech and advanced manufacturing companies launched Hong Kong listings today to raise up to $5.6B, led by Apple supplier Luxshare's $3.15B offering (www.reuters.com)
4 days ago China Hong Kong Apple Manufacturing

South Korea Plans To Train Entire Military As 'Drone Warriors' (tech.slashdot.org)
4 days ago Korea Drone

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
5 days ago China Taiwan Nvidia

Japanese prediction market startups Miraima and Poyp are utilizing a “point-to-voucher” system to bypass strict anti-gambling laws, in a bid to rival Polymarket (www.bloomberg.com)
5 days ago Japan Startup

The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (www.ft.com)
5 days ago Korea Samsung

South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (www.koreatimes.co.kr)
5 days ago Korea AI

Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (www.ft.com)
5 days ago Japan IPO Startup AI

Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (www.reuters.com)
5 days ago China Hong Kong IPO Toyota Shanghai

In a Taiwan war, forces would need Darwin for medical support. We're not preparing it (www.aspistrategist.org.au)
6 days ago Taiwan

Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (www.theinformation.com)
6 days ago Hong Kong IPO

A look at South Korea's four vocational “meister” schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix (www.nytimes.com)
7 days ago Korea Samsung Manufacturing

A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US (www.nytimes.com)
7 days ago Taiwan

Japanese financial giant SBI Holdings agrees to acquire Bitbank, a top 10 Japanese crypto exchange by trading activity, for ~$289M, set to close in October (www.coindesk.com)
7 days ago Japan

Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI was considering delaying its IPO sparked a selloff in AI-related shares (www.reuters.com)
8 days ago Japan IPO AI

Countering disinformation could anchor Australia–Japan intelligence cooperation (www.aspistrategist.org.au)
8 days ago Australia Japan Intelligence

Alibaba falls ~5% in Hong Kong after Anthropic accused it of “illicitly” accessing its AI models, taking its YTD fall to 33%; Xiaomi and Baidu fell 3%+ (www.bloomberg.com)
9 days ago Hong Kong Alibaba AI Xiaomi

NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips (www.bloomberg.com)
9 days ago Japan AI

How Taiwan's Hsinchu Science Park, home to TSMC, became its wealthiest hub; one neighborhood reported 2023 average household incomes of $146K, 5x the average (www.nytimes.com)
10 days ago Taiwan

SK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off (www.reuters.com)
10 days ago Korea Samsung AI

South Korean stocks plunge on AI overvaluation fears (www.rt.com)
10 days ago Korea AI

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