东亚地区

By Dumping US Treasuries to Prop Up the Yen, Japan's Foreign Currency Reserves Plunged by $95 Billion in August. But Don't Cry for Japan. These Interventions Are Hugely Profitable (wolfstreet.com)
2026-9-8 Japan

Japan and Australia can be a model for middle-power cooperation (www.aspistrategist.org.au)
2026-9-8 Australia Japan

America Is Sailing Through the Taiwan Strait Less. Does It Matter? (www.heritage.org)
2026-9-8 U.S. Taiwan

Russia and North Korea open first cross-border road bridge (VIDEO) (www.rt.com)
2026-9-8 Russia Korea

Tokyo fumes over new WWII monument erected in Russia (PHOTOS) (www.rt.com)
2026-9-8 Russia Tokyo

Shein lost about $5B in market value since its IPO, dropping to ~$21B, as it finished one of the worst opening weeks after a major Hong Kong listing (www.bloomberg.com)
2026-9-7 Hong Kong IPO

Taiwan Strikes Deal to Restore Chip Manufacturing to Arizona (www.heritage.org)
2026-9-5 Taiwan Manufacturing

Japan and Germany are forgetting the lessons of 1945 (www.rt.com)
2026-9-5 Germany Japan

Sources: Moonshot may seek to raise $3B to $5B in a planned Hong Kong IPO that could occur as soon as this year (www.bloomberg.com)
2026-9-4 Hong Kong IPO

Bank of Korea: South Korea's monthly memory chip output is set to grow by ~600K wafers by 2028, widening its lead over China's CXMT, set to grow by ~300K wafers (www.bloomberg.com)
2026-9-4 China Korea

Japanese WWII crimes revisited: Soviet files detail mass beheadings in Manchuria (www.rt.com)
2026-9-4 Japan

Taiwan investigated 166 cases in six years involving companies allegedly hiding China ties while pursuing chip talent and tech, alongside 67 trade-secret probes (restofworld.org)
2026-9-3 China Taiwan

South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials (www.cnbc.com)
2026-9-3 Korea

China-based Moonshot filed confidentially for a Hong Kong IPO; source: the company is in talks to raise a pre-IPO funding round at a $50B valuation (www.theinformation.com)
2026-9-3 China Hong Kong IPO

Fault Lines – South Korean exercises, Paracels construction, PIF peculiarities (www.aspistrategist.org.au)
2026-9-3 Korea

Japan's Bond Market Rises from YCC Grave as BOJ Tries to Halt Yen Collapse: 10-Year JGB Yield Hits 3.02%, 30-Year Hits 4.18% (wolfstreet.com)
2026-9-3 Japan Bond

A look at Kioxia's expansion in Japan's Kitakami, which helped stall the city's demographic decline and is a test of Japan's $640B AI and chips investment plan (www.bloomberg.com)
2026-9-2 Japan AI

A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (newsletter.semianalysis.com)
2026-9-2 Korea Samsung AI Nvidia

'Hamster massacres' shock Japan as school worker is arrested for 'stomping' on scores of the animals at love hotels (www.dailymail.co.uk)
2026-9-1 Japan

Shein ends flat at ~$6.20 per share on its first day of trading on the Hong Kong stock exchange, giving it a $26B market cap after raising $1.7B in its IPO (www.theinformation.com)
2026-9-1 Hong Kong IPO

Hong Kong-listed Z.ai reports H1 2026 revenue up 5x YoY to ~$142M, with “open platform and API revenue” up 28x to ~$122M, and net loss down 12% YoY to ~$308M (www.theinformation.com)
2026-9-1 Hong Kong AI

Sources: South Korea's dismissal of a US congressional report saying it discriminated against US-based Coupang is causing strains between the two countries (www.cnbc.com)
2026-9-1 Korea

Taiwan's parliament finally passes drone bill to back hedgehog strategy (www.aspistrategist.org.au)
2026-8-31 Taiwan Drone

Shein raised $1.7B in its Hong Kong IPO, giving it a $26B market cap, far below its ~$100B valuation in 2022, as growth slows amid tariffs and competition (www.bloomberg.com)
2026-8-31 Hong Kong IPO

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

South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility (www.wsj.com)
2026-8-28 Korea AI

Sources: Shein pivoted to a Hong Kong IPO and sought to build Chinese government ties, after its New York and London bids failed to secure Beijing's approval (www.reuters.com)
2026-8-28 China Hong Kong IPO New York London

Japan's Kioxia and Sandisk plan to spend $31B+ in Japan through 2032 to drive chip tech and expand production capacity, including an $11.3B Kitakami plant (www.reuters.com)
2026-8-27 Japan

Russia's red lines with Japan won't budge – until Tokyo does the right thing (www.rt.com)
2026-8-27 Russia Japan Tokyo

Sources: Singapore-based Shein is set to price its Hong Kong IPO at ~$6.20, or near the midpoint of its marketed range, raising $1.73B and valuing it at ~$26.5B (www.reuters.com)
2026-8-27 Hong Kong IPO Singapore

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Japan Korea Hong Kong Taiwan North Korea Tokyo