Articles from asia.nikkei.com

Articles from asia.nikkei.com

Sources: TSMC plans to hike advanced and mature node prices by up to 10% in 2027, plus a 10%-15% premium for advanced chip orders exceeding original forecasts (asia.nikkei.com)
1 day ago

Study: off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew an est. ~8x since 2022 to ~$1.65T, eclipsing ~$1.35T in balance sheet debt (asia.nikkei.com)
1 day ago Amazon Microsoft Oracle Alphabet

Taiwan indicts former TSMC deputy manager for allegedly stealing trade secrets, in what authorities say is the first National Security Act case involving China (asia.nikkei.com)
1 day ago China Taiwan

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (asia.nikkei.com)
14 days ago Intel AI Nvidia AMD

Indonesia's enforcement of social media restrictions for under-16s has been patchy, with tech companies ignoring the rules and youth still accessing platforms (asia.nikkei.com)
17 days ago Indonesia

Indian IT company Persistent Systems offers to acquire its Germany-based peer Nagarro for $1.45B; Indian IT companies are ramping up M&A as AI reshapes growth (asia.nikkei.com)
20 days ago Germany India AI

Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M-8M previously, and 80M iPhones in total across new models (asia.nikkei.com)
20 days ago Apple

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)
21 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)
21 days ago Japan AI Honda Sony

Sources: Chinese smartphone makers like Xiaomi, Oppo, and Vivo told suppliers they will again cut 2026 shipment targets, with Xiaomi cutting 30% to ~95M units (asia.nikkei.com)
22 days ago China Xiaomi OPPO Vivo

Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry (asia.nikkei.com)
27 days ago AI

Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls (asia.nikkei.com)
27 days ago China

Sources: ByteDance shares are trading at a $600B+ valuation in gray markets; an IPO is unlikely and its growth continues to benefit its Chinese and US backers (asia.nikkei.com)
30 days ago China IPO

China adds ten US companies, including MP Materials and Teal Drones, to export controls and bars government purchases from 46 US companies, including Anduril (asia.nikkei.com)
30 days ago China Drone

Japan's top five chip equipment makers posted their first-ever fall in combined China sales, down 10% in the year ended March 31, as China boosts local players (asia.nikkei.com)
30 days ago China Japan

Toto, Japan's largest toilet maker, plans to invest $495M by 2030 to expand its semiconductor materials unit, targeting R&D for next-gen 1nm chip production (asia.nikkei.com)
30 days ago Japan

Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (asia.nikkei.com)
2026-6-17 Google Samsung AI AMD

After years of uncertainty, including delayed listings, memory chipmaker Kioxia's shares soared 56x in 18 months, making it Japan's most valuable company (asia.nikkei.com)
2026-6-14 Japan

Applied Materials opens a $500M chip equipment manufacturing campus in Singapore, making the city-state home to ~50% of its production capacity alongside the US (asia.nikkei.com)
2026-6-11 Singapore Manufacturing

Kepple: seed-stage startup funding in Japan fell 42% YoY in 2025 to a 10-year low of $124M, as the Tokyo Stock Exchange moves to reduce small listings (asia.nikkei.com)
2026-6-6 Japan Startup Tokyo

Applied Materials plans to expand its Southeast Asia workforce by 25% in 2026, hiring ~1,000 workers mainly in Singapore, a key chip packaging equipment hub (asia.nikkei.com)
2026-6-4 Asia Singapore Southeast Asia

Grab says it commits to “Taiwan's data security and public trust”, after reports of Grab's collaborations with China's Huawei and Alibaba sparked concerns (asia.nikkei.com)
2026-6-1 China Taiwan Alibaba

China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (asia.nikkei.com)
2026-5-31 China

MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (asia.nikkei.com)
2026-5-29 Intel Mobile AI

Tencent bets on smaller AI models in the race with Chinese rivals, as EVP Dowson Tong says AI now contributes 20%+ of its revenue and 95%+ of new internal code (asia.nikkei.com)
2026-5-29 China AI Tencent

Surging AI demand has caused shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors (asia.nikkei.com)
2026-5-28 AI

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
2026-5-27 Taiwan Nvidia

At an IEEE conference, Huawei proposed a new chip scaling law and said it aims to design chips with transistor density equivalent to 1.4nm by 2031 (asia.nikkei.com)
2026-5-25

How the global memory chip crunch, driven by AI demand, is hurting China's car industry, squeezing automakers already hit by a price war and razor-thin margins (asia.nikkei.com)
2026-5-23 China AI

AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (asia.nikkei.com)
2026-5-22 AI AMD

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