东亚地区

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

South Korea To Spend $1 Trillion On More Memory Chip Production, Humanoid Robots (hardware.slashdot.org)
2026-7-1 Korea Robot

Japanese World Cup fan goes viral with epic meltdown after their heartbreaking elimination by Brazil... but is all as it seems? (www.dailymail.co.uk)
2026-6-30 Japan Brazil

Five Chinese tech and advanced manufacturing companies launched Hong Kong listings today to raise up to $5.6B, led by Apple supplier Luxshare's $3.15B offering (www.reuters.com)
2026-6-30 China Hong Kong Apple Manufacturing

South Korea Plans To Train Entire Military As 'Drone Warriors' (tech.slashdot.org)
2026-6-30 Korea Drone

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
2026-6-30 China Taiwan Nvidia

Japanese prediction market startups Miraima and Poyp are utilizing a “point-to-voucher” system to bypass strict anti-gambling laws, in a bid to rival Polymarket (www.bloomberg.com)
2026-6-29 Japan Startup

The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (www.ft.com)
2026-6-29 Korea Samsung

South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (www.koreatimes.co.kr)
2026-6-29 Korea AI

Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (www.ft.com)
2026-6-29 Japan IPO Startup AI

Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (www.reuters.com)
2026-6-29 China Hong Kong IPO Toyota Shanghai

In a Taiwan war, forces would need Darwin for medical support. We're not preparing it (www.aspistrategist.org.au)
2026-6-29 Taiwan

Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (www.theinformation.com)
2026-6-29 Hong Kong IPO

A look at South Korea's four vocational “meister” schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix (www.nytimes.com)
2026-6-28 Korea Samsung Manufacturing

A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US (www.nytimes.com)
2026-6-27 Taiwan

Japanese financial giant SBI Holdings agrees to acquire Bitbank, a top 10 Japanese crypto exchange by trading activity, for ~$289M, set to close in October (www.coindesk.com)
2026-6-27 Japan

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)
2026-6-26 Japan IPO AI

Countering disinformation could anchor Australia–Japan intelligence cooperation (www.aspistrategist.org.au)
2026-6-26 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)
2026-6-25 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)
2026-6-25 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)
2026-6-24 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)
2026-6-24 Korea Samsung AI

South Korean stocks plunge on AI overvaluation fears (www.rt.com)
2026-6-24 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)
2026-6-24 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)
2026-6-23 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)
2026-6-23 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)
2026-6-23 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)
2026-6-22 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)
2026-6-22 Korea Samsung

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