东亚地区

Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI was considering delaying its IPO sparked a selloff in AI-related shares (www.reuters.com)
11 days ago Japan IPO AI

Countering disinformation could anchor Australia–Japan intelligence cooperation (www.aspistrategist.org.au)
11 days ago Australia Japan Intelligence

Alibaba falls ~5% in Hong Kong after Anthropic accused it of “illicitly” accessing its AI models, taking its YTD fall to 33%; Xiaomi and Baidu fell 3%+ (www.bloomberg.com)
12 days ago Hong Kong Alibaba AI Xiaomi

NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips (www.bloomberg.com)
12 days ago Japan AI

How Taiwan's Hsinchu Science Park, home to TSMC, became its wealthiest hub; one neighborhood reported 2023 average household incomes of $146K, 5x the average (www.nytimes.com)
13 days ago Taiwan

SK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off (www.reuters.com)
13 days ago Korea Samsung AI

South Korean stocks plunge on AI overvaluation fears (www.rt.com)
13 days ago Korea AI

Sources: Zhipu is considering a multibillion-dollar Hong Kong share sale after its stock surged 2,000% since its January IPO, pushing its market cap above $128B (www.bloomberg.com)
13 days ago Hong Kong IPO

The Netherlands joins the US-led Pax Silica initiative alongside South Korea and Japan to coordinate AI supply chains; Taiwan endorses it as a non-signatory (www.reuters.com)
14 days ago Japan Korea Taiwan AI Netherlands

South Korea's tech-heavy Kospi index falls 10%, dragged down by SK Hynix and Samsung; STMicro and ASML fall ~7%, and US tech stocks fall in pre-market trading (www.cnbc.com)
14 days ago Korea Samsung

Sources: Tencent is negotiating exits from several game studio investments in Japan, including Tokyo-traded Marvelous, as it reassesses its global portfolio (www.bloomberg.com)
14 days ago Japan Tencent Tokyo

Analysis: Taiwanese car display chip maker Himax, which makes driver integrated circuits for Ferrari, VW, and others, nets its founders a $1B combined net worth (www.bloomberg.com)
15 days ago Taiwan

SK Hynix passes Samsung to become South Korea's most valuable company, closing up 5.6% for a ~$1.4T market cap; South Korea's Kospi index is up 117% YTD (www.wsj.com)
15 days ago Korea Samsung

S&P and IBM: 22% of global cyberattacks in 2024 hit Japan, the most targeted country, as it scrambles to improve its substandard systems against AI threats (www.bloomberg.com)
15 days ago Japan IBM AI

Shenzhen-listed Apple supplier Lingyi iTech seeks to raise $1.1B in a June 26 Hong Kong debut, as the electronic parts maker expands into AI hardware and robots (www.scmp.com)
15 days ago Hong Kong AI Apple Robot Shenzhen

Samsung rolls out ChatGPT Enterprise and Codex to all staff in Korea and DX division staff globally; OpenAI says it's one of its largest enterprise deployments (biz.chosun.com)
15 days ago Korea Samsung

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)
15 days ago China Japan

Sources: Shanghai-based Coowa, which develops embodied AI robots, plans to file a Hong Kong IPO; Coowa was valued at $3B after raising $600M in its latest round (www.wsj.com)
15 days ago Hong Kong IPO AI Robot Shanghai

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)
15 days ago Japan

How success of AI-related companies in South Korea, Taiwan, and Japan is driving stock gains, bigger bonuses, and a retail investing frenzy in Asian markets (www.wsj.com)
17 days ago Japan Korea Taiwan Retail AI

Microsoft links Mastra AI supply chain attack to North Korean hackers (www.bleepingcomputer.com)
17 days ago Korea Microsoft AI

Japanese mayor sparks controversy... by taking maternity leave (www.dailymail.co.uk)
17 days ago Japan

South Korean media: Hyundai plans to buy SoftBank's remaining 9.65% stake in Boston Dynamics for $325M to make the US robotics company a wholly owned subsidiary (www.reuters.com)
18 days ago Korea Robot Boston Dynamics

The Korean Telecom Giant At the Center of Anthropic's Mythos Controversy (slashdot.org)
18 days ago Korea

Sources: Chinese autonomous driving company Momenta has reached a ~$9B valuation as it gears up to raise ~$1B in an upcoming Hong Kong IPO (www.wsj.com)
18 days ago China Hong Kong IPO

The Bank of Korea warns rising bonuses at some South Korean chipmakers could fuel broader wage growth and consumer spending, complicating the inflation outlook (www.bloomberg.com)
19 days ago Korea

South Korean and Taiwanese tech companies that helped build China's hardware sector during the smartphone boom now reap the AI boom as US curbs sideline China (www.nytimes.com)
19 days ago China Korea Taiwan AI

Sources: JPMorgan Chase has stopped its staff in Hong Kong from accessing Anthropic's AI models, following a similar move by rival Goldman Sachs (www.ft.com)
19 days ago Hong Kong AI JPMorgan Goldman

Sources: the White House's move to restrict Mythos 5 came after it ordered Anthropic to revoke South Korea-based SK Telecom's access over alleged ties to China (www.wired.com)
19 days ago China Korea

Sources: Chinese social media app Xiaohongshu targets a Hong Kong IPO as early as year-end at a $70B+ valuation, up from $50B in recent private secondary trades (www.wsj.com)
20 days ago China Hong Kong IPO

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