asia.nikkei.com·publisher·30 items·last fetched —
Nikkei Asia: 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 — TAIPEI — Leading PC makers HP…
Mitsuru Obe / Nikkei Asia: 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 — TOKYO — Japanese…
Yevgeniya Mikhailidi / Nikkei Asia: 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 &mdash…
Cheng Ting-Fang / Nikkei Asia: 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 — TAIPEI — TSMC…
Kohei Yamada / Nikkei Asia: 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 — PALO ALTO, California…
Cheng Ting-Fang / Nikkei Asia: Taiwan indicts a former TSMC executive for allegedly stealing trade secrets, in what authorities say is the first National Security Act case involving China — TAIPEI &mdash…
Nikkei Asia: 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 — TAIPEI/PALO ALTO, California &mdash…
Marcel Thee / Nikkei Asia: Indonesia's enforcement of social media restrictions for under-16s has been patchy, with tech companies ignoring the rules and youth still accessing platforms — JAKARTA — Andreas…
Sayan Chakraborty / Nikkei Asia: 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 — BENGALURU &mdash…
Nikkei Asia: 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 — TAIPEI — Apple is planning an…
Steven Borowiec / Nikkei Asia: 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 — SEOUL &mdash…
Nikkei Asia: 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 — TOKYO — Japan will provide up to 1…
Nikkei Asia: 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 — TAIPEI — Major Chinese…
Cheng Ting-Fang / Nikkei Asia: 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 — TAIPEI &mdash…
Yifan Yu / Nikkei Asia: Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls — NEW YORK — Qualcomm…
Henny Sender / Nikkei Asia: 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 — Henny Sender is the…
Wataru Suzuki / Nikkei Asia: China adds ten US companies, including MP Materials and Teal Drones, to export controls and bars government purchases from 46 US companies, including Anduril — BEIJING — China…
Nikkei Asia: 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 — TOKYO — Japan's top five…
Nikkei Asia: 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 — TOKYO/KITAKYUSHU, Japan — Bathroom…
Nikkei Asia: 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 — TAIPEI/HONG KONG/SEOUL — BYD…
Shuhei Ochiai / Nikkei Asia: After years of uncertainty, including delayed listings, memory chipmaker Kioxia's shares soared 56x in 18 months, making it Japan's most valuable company — TOKYO — Japanese…
Cheng Ting-Fang / Nikkei Asia: 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 — SINGAPORE &mdash…
Ami Yamada / Nikkei Asia: 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 — TOKYO — Funding in Japan…
Cheng Ting-Fang / Nikkei Asia: 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 — KUALA LUMPUR &mdash…
Kentaro Takeda / Nikkei 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 — SINGAPORE…
Nikkei Asia: China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses — BEIJING/SHANGHAI — The Chinese…
Cheng Ting-Fang / Nikkei Asia: 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 — TAIPEI — MediaTek…
Cissy Zhou / Nikkei Asia: 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 — HONG KONG — As…
Nikkei Asia: 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 — TAIPEI — Nvidia is now…
Nikkei Asia: 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 — HONG KONG — The global memory…