Articles from asia.nikkei.com

Articles from asia.nikkei.com

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (asia.nikkei.com)
4 days ago Manufacturing

Analysis: China's chipmaking tool imports from Singapore rose 17% YoY to $5.7B in 2025, from Malaysia rose 2x+ to $3.4B; direct US imports fell 34% YoY to ~$2B (asia.nikkei.com)
7 days ago China Singapore Malaysia

Sources: SoftBank, Sony, Honda, and six other Japanese companies launch a new AI company to develop a 1T-parameter foundation model for “physical AI” by 2030 (asia.nikkei.com)
10 days ago Japan AI Honda Sony

RationalFX: tech layoffs totaled 78,557 in Q1 2026, with the US accounting for 76.7%; nearly half were attributed to AI implementation and workflow automation (asia.nikkei.com)
15 days ago AI Layoffs

Sources: Apple is facing issues in the test phase of its foldable iPhone that are taking longer than expected to resolve, potentially delaying mass production (asia.nikkei.com)
16 days ago iPhone Apple

South Korean trade data: chip shipments hit a record-high value of $32.83B in March 2026, up 151.4% YoY, pushing total exports to a record $86.13B, up 48.3% YoY (asia.nikkei.com)
22 days ago Korea

Official data shows India's smartphone exports hit $11B in H1 FY2026, up 55% YoY; analysts warn the Iran war could trigger a 22% to 25% drop in the coming weeks (asia.nikkei.com)
23 days ago India Iran

Sources: worsening supply constraints in CPUs made by Intel and AMD add a fresh blow to PC and server makers already hit by a severe memory chip shortage (asia.nikkei.com)
29 days ago Intel AMD

Japan's Sakana AI launches Sakana Chat, its first consumer chatbot, marking a shift from its business focus as competition to localize generative AI intensifies (asia.nikkei.com)
30 days ago Japan AI chatbot

Industry executives say chip testing firms are racing to meet AI chip demand; Advantest, Teradyne, and Chroma shares have more than tripled over the past year (asia.nikkei.com)
2026-3-19 AI

China's smartphone market is seeing one of its widest price hikes as memory chip crunch deepens; Meizu announces it will suspend developing new mobile hardware (asia.nikkei.com)
2026-3-7 China Mobile

Asia's smaller chip companies are joining their bigger peers in hiking prices as robust AI demand fuels capex, projected to rise 25% YoY to over $136B in 2026 (asia.nikkei.com)
2026-3-4 Asia AI

Chinese matchmaking apps like Wanmei Qinjia, which has 50M users and lets parents look for spouses for their children, surge as marriage rates continue to fall (asia.nikkei.com)
2026-3-2 China

Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (asia.nikkei.com)
2026-2-25 Japan Microsoft

Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (asia.nikkei.com)
2026-2-25 China

Sources: SoftBank plans to form a consortium to build a $33B power plant in Ohio, set to produce 9.2 GW for AI data centers, as part of the US-Japan trade deal (asia.nikkei.com)
2026-2-20 Japan AI

Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used (asia.nikkei.com)
2026-2-17 AI Sony

Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on “red envelope” freebies to woo users ahead of the Lunar New Year (asia.nikkei.com)
2026-2-10 China Alibaba AI Tencent

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (asia.nikkei.com)
2026-2-5 China

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (asia.nikkei.com)
2026-2-4 Tokyo

Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet as a global supply crunch lets them close the gap with market leaders (asia.nikkei.com)
2026-2-3 China

Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (asia.nikkei.com)
2026-1-31 Manufacturing

Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth (asia.nikkei.com)
2026-1-31 China

Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (asia.nikkei.com)
2026-1-29 Samsung AI

Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (asia.nikkei.com)
2026-1-29 Malaysia

Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55% (asia.nikkei.com)
2026-1-28 Asia Southeast Asia

Micron plans to invest $24B over the next decade to build a 700,000 square foot memory chip facility in Singapore, with wafer output starting in H2 2028 (asia.nikkei.com)
2026-1-27 Singapore

As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector (asia.nikkei.com)
2026-1-21 Taiwan

Payments using facial recognition are growing in South Korea as the tech improves; South Korean fintech app Toss has scaled its “Facepay” service to 1M+ users (asia.nikkei.com)
2026-1-21 Korea Fintech Facial Recognition

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