Articles from asia.nikkei.com

Articles from asia.nikkei.com

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

Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams (asia.nikkei.com)
2026-4-29 China India Apple

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (asia.nikkei.com)
2026-4-18 Manufacturing

Analysis: China's chipmaking tool imports from Singapore rose 17% YoY to $5.7B in 2025, from Malaysia rose 2x+ to $3.4B; direct US imports fell 34% YoY to ~$2B (asia.nikkei.com)
2026-4-16 China Singapore Malaysia

Sources: SoftBank, Sony, Honda, and six other Japanese companies launch a new AI company to develop a 1T-parameter foundation model for “physical AI” by 2030 (asia.nikkei.com)
2026-4-13 Japan AI Honda Sony

RationalFX: tech layoffs totaled 78,557 in Q1 2026, with the US accounting for 76.7%; nearly half were attributed to AI implementation and workflow automation (asia.nikkei.com)
2026-4-8 AI Layoffs

Sources: Apple is facing issues in the test phase of its foldable iPhone that are taking longer than expected to resolve, potentially delaying mass production (asia.nikkei.com)
2026-4-7 iPhone Apple

South Korean trade data: chip shipments hit a record-high value of $32.83B in March 2026, up 151.4% YoY, pushing total exports to a record $86.13B, up 48.3% YoY (asia.nikkei.com)
2026-4-1 Korea

Official data shows India's smartphone exports hit $11B in H1 FY2026, up 55% YoY; analysts warn the Iran war could trigger a 22% to 25% drop in the coming weeks (asia.nikkei.com)
2026-3-31 India Iran

Sources: worsening supply constraints in CPUs made by Intel and AMD add a fresh blow to PC and server makers already hit by a severe memory chip shortage (asia.nikkei.com)
2026-3-25 Intel AMD

Japan's Sakana AI launches Sakana Chat, its first consumer chatbot, marking a shift from its business focus as competition to localize generative AI intensifies (asia.nikkei.com)
2026-3-24 Japan AI chatbot

Industry executives say chip testing firms are racing to meet AI chip demand; Advantest, Teradyne, and Chroma shares have more than tripled over the past year (asia.nikkei.com)
2026-3-19 AI

China's smartphone market is seeing one of its widest price hikes as memory chip crunch deepens; Meizu announces it will suspend developing new mobile hardware (asia.nikkei.com)
2026-3-7 China Mobile

Asia's smaller chip companies are joining their bigger peers in hiking prices as robust AI demand fuels capex, projected to rise 25% YoY to over $136B in 2026 (asia.nikkei.com)
2026-3-4 Asia AI

Chinese matchmaking apps like Wanmei Qinjia, which has 50M users and lets parents look for spouses for their children, surge as marriage rates continue to fall (asia.nikkei.com)
2026-3-2 China

Sources: Japan's FTC raids Microsoft's Japan offices as part of a probe into whether Azure customers were improperly hindered from using other cloud services (asia.nikkei.com)
2026-2-25 Japan Microsoft

Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (asia.nikkei.com)
2026-2-25 China

Sources: SoftBank plans to form a consortium to build a $33B power plant in Ohio, set to produce 9.2 GW for AI data centers, as part of the US-Japan trade deal (asia.nikkei.com)
2026-2-20 Japan AI

Sony says it has developed tech to identify copyrighted music in AI-generated songs, aiming to help rights holders receive compensation if their music was used (asia.nikkei.com)
2026-2-17 AI Sony

Chinese AI companies like Alibaba and Tencent are releasing new models and spending millions on “red envelope” freebies to woo users ahead of the Lunar New Year (asia.nikkei.com)
2026-2-10 China Alibaba AI Tencent

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (asia.nikkei.com)
2026-2-5 China

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

Sources: Tokyo-based chipmaker Renesas agrees to sell its clocks and timing device business to Nasdaq-listed chip design company SiTime for ~$3B (asia.nikkei.com)
2026-2-4 Tokyo

Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet as a global supply crunch lets them close the gap with market leaders (asia.nikkei.com)
2026-2-3 China

Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (asia.nikkei.com)
2026-1-31 Manufacturing

Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth (asia.nikkei.com)
2026-1-31 China

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