Articles from asia.nikkei.com

Articles from asia.nikkei.com

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)
2026-6-30 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)
2026-6-25 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)
2026-6-25 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)
2026-6-22 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)
2026-6-22 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)
2026-6-22 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)
2026-6-22 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

Vietnam introduces Decree 142 to implement its AI law, requiring companies to classify AI models by risk level, label deepfakes, and disclose chatbot use (asia.nikkei.com)
2026-5-20 AI chatbot Vietnam

SkyeChip becomes the first Malaysian chip design company to IPO on the Bursa Malaysia exchange, surging 300%+; the company was valued at ~$397M at its IPO price (asia.nikkei.com)
2026-5-20 IPO Malaysia

Sources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes (asia.nikkei.com)
2026-5-19 China Taiwan Intel

Chinese chipmaker CXMT reports Q1 revenue up 719% YoY to ~$7.5B, net profit up 1,688% to $3.6B, and says Omdia ranks it No. 4 in DRAM with a 7.67% global share (asia.nikkei.com)
2026-5-18 China

LY Corp launches a bid with Bain Capital to buy Kakaku.com, which operates restaurant review and booking site Tabelog, for $4B, challenging EQT's $3.75B offer (asia.nikkei.com)
2026-5-14

MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (asia.nikkei.com)
2026-5-7 Taiwan Nvidia

Sources: China targets 70%+ of silicon wafers used by its chipmakers to be made domestically by 2026; chipmakers see an unspoken mandate to use local 12" wafers (asia.nikkei.com)
2026-5-5 China

Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY2027, as Japan tries to cut its reliance on Chinese metals (asia.nikkei.com)
2026-5-4 China Japan

Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (asia.nikkei.com)
2026-4-30 Samsung

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