Articles from asia.nikkei.com

Articles from asia.nikkei.com

NAND flash maker Kioxia has lost two-thirds of its peak market value since June, when it became Japan's most valuable listed company, as Chinese rivals emerge (asia.nikkei.com)
3 days ago China Japan

Intel CEO Lip-Bu Tan says the Trump administration does not have “any policy” to use a minority stake in Intel to interfere in its business strategy (asia.nikkei.com)
3 days ago Trump Intel

Sources: NTT Data is in advanced talks to build a data center for Anthropic in Osaka of up to 500 MW, among Japan's largest, potentially costing $6.3B (asia.nikkei.com)
7 days ago Japan

Chip design software leader Synopsys says it is exploring partnerships with Chinese AI labs to develop AI-powered chip design tools for the Chinese market (asia.nikkei.com)
10 days ago China AI

Sources: Apple told some suppliers to cut iPhone 18 Pro and Pro Max component production by 15%-20% as higher memory costs pushed up prices and hurt demand (asia.nikkei.com)
11 days ago iPhone Apple

Toshiba plans to double HDD production capacity for AI data centers within FY2027 from its 2025 level, targeting a 30% share by storage capacity, up from ~10% (asia.nikkei.com)
16 days ago AI Toshiba

NXP and TSMC affiliate Vanguard inaugurate their joint advanced chip fab in Singapore, targeting mass production in early 2027 and eyeing a second facility (asia.nikkei.com)
22 days ago Singapore

Analysis: total net profit at ~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China's self-sufficiency campaign (asia.nikkei.com)
26 days ago China AI

Israeli foundry Tower Semiconductor says it will set up its largest production hub for optical communications chips in Japan as part of a planned $4B investment (asia.nikkei.com)
26 days ago Japan Israel

Huawei unveils the Mate XT2, a trifold phone powered by the Kirin 9050 Pro, an in-house designed chipset that it says is entirely free from US restrictions (asia.nikkei.com)
2026-9-7

Sources: at the September 24 US-China talks, the US is expected to discuss preventing AI-directed cyberattacks, and China will likely revisit US export controls (asia.nikkei.com)
2026-9-7 China AI

Sources: initial foldable iPhone production is limited to only a “few hundred” units a day due to Apple's strict quality standards as it ramps up output (asia.nikkei.com)
2026-9-4 iPhone Apple

Taiwanese authorities raided the office of PCB maker Unimicron, an Nvidia and Intel supplier, alleging it illegally labeled China-made parts as made in Taiwan (asia.nikkei.com)
2026-8-31 China Taiwan Intel Nvidia

Sources: China is restricting or delaying exports to Taiwan of germanium- and quartz-based materials used in fiber optics, photonics, and chip manufacturing (asia.nikkei.com)
2026-8-20 China Taiwan Manufacturing

Sources: Google has told suppliers it plans to move all Pixel phone, smartwatch, and wireless earbud manufacturing out of China in 2027 amid US-China tensions (asia.nikkei.com)
2026-8-18 China Google Manufacturing

Foreign investment in Japan's chip industry has reached ~$37B, as government subsidies attract companies working on logic and memory chips and image sensors (asia.nikkei.com)
2026-8-13 Japan

Sources: Sony and TSMC plan a $6.3B JV, owned ~60% by Sony and ~40% by TSMC, to mass produce next-gen image sensor chips in Japan's Kumamoto as early as 2029 (asia.nikkei.com)
2026-8-10 Japan Sony Sensor

Analysis: South Korea and Taiwan each surpassed Japan in total exports for the first time in H1 2026, as AI demand drove explosive growth in chip exports (asia.nikkei.com)
2026-8-8 Japan Korea Taiwan AI

Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage (asia.nikkei.com)
2026-8-4

Japanese startups are racing to enter defense drone production, as Tokyo seeks to cut reliance on Chinese industrial drones, which control 91% of Japan's market (asia.nikkei.com)
2026-8-3 China Japan Startup Drone Tokyo

A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027 (asia.nikkei.com)
2026-8-3 Asia Nvidia

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)
2026-7-21

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)
2026-7-21 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)
2026-7-21 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)
2026-7-8 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)
2026-7-5 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)
2026-7-2 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)
2026-7-2 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)
2026-7-1 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)
2026-7-1 Japan AI Honda Sony

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