Articles from asia.nikkei.com

Articles from asia.nikkei.com

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

Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (asia.nikkei.com)
2026-1-29 Samsung AI

Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (asia.nikkei.com)
2026-1-29 Malaysia

Momentum Works: the GMV of the online food delivery market in Southeast Asia's six biggest economies grew 18% YoY to $22.7B in 2025, and Grab accounted for 55% (asia.nikkei.com)
2026-1-28 Asia Southeast Asia

Micron plans to invest $24B over the next decade to build a 700,000 square foot memory chip facility in Singapore, with wafer output starting in H2 2028 (asia.nikkei.com)
2026-1-27 Singapore

As Taiwanese chipmakers push localization to secure supply chains, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector (asia.nikkei.com)
2026-1-21 Taiwan

Payments using facial recognition are growing in South Korea as the tech improves; South Korean fintech app Toss has scaled its “Facepay” service to 1M+ users (asia.nikkei.com)
2026-1-21 Korea Fintech Facial Recognition

Sources: China is drafting rules for Nvidia H200 purchases, limiting how many chips local companies can buy and requiring them to justify the need (asia.nikkei.com)
2026-1-15 China Nvidia

Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, as the AI boom boosts demand for the component (asia.nikkei.com)
2026-1-14 AI Apple

Sources: Google will start developing and making high-end Pixel phones like the Pro and Fold from scratch in Vietnam in 2026; the Pixel A remains in China (asia.nikkei.com)
2026-1-13 China Google Vietnam

Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand (asia.nikkei.com)
2026-1-11 China Hong Kong Taiwan AI

Nvidia says it's seeing “strong” demand from China for its H200 chips but is awaiting approvals from both Washington and Beijing before sales could begin (asia.nikkei.com)
2026-1-6 China Nvidia

How Arizona is training talent for its growing chip industry as suppliers fear tighter US immigration policy; Arizona has drawn $200B+ in investments since 2020 (asia.nikkei.com)
2026-1-2 Immigration

Meta says Manus, initially based in Beijing and Wuhan, will cut Chinese investor ties after the deal and “will discontinue its services and operations in China” (asia.nikkei.com)
2025-12-30 China

Shares of Shenzhen-based OneRobotics opened flat in their HK debut after the Chinese home robotics maker raised $210M by selling 22M+ shares at about $9.50 each (asia.nikkei.com)
2025-12-30 China Robot Shenzhen

A study finds that foreign direct investment accounts for 98% of Vietnam's electronics exports, “signaling limited technology spillovers” to the local economy (asia.nikkei.com)
2025-12-28 Vietnam

A teardown of Huawei's Mate 70 Pro and Pura 80 Pro shows 57% of components were made in China; similarly priced Huawei phones in 2023 had 32% Chinese components (asia.nikkei.com)
2025-12-25 China

Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters” (asia.nikkei.com)
2025-12-20

Shares of Super Bank Indonesia, a Grab-backed digital lender, rose by 24% during their stock market debut in Jakarta, after the company raised ~$168M in its IPO (asia.nikkei.com)
2025-12-17 IPO Indonesia

Taiwan opens its largest AI supercomputing data center using Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (asia.nikkei.com)
2025-12-12 Taiwan AI Nvidia

Chinese state-backed chipmaker Hygon, which makes server CPUs, calls off merger with its top shareholder and server maker Sugon; the merger was announced in May (asia.nikkei.com)
2025-12-10 China

Users of ByteDance's agentic AI phone Nubia M153 report that its Doubao assistant is blocked or limited by Tencent's WeChat, Alibaba's Taobao, and other apps (asia.nikkei.com)
2025-12-8 Alibaba AI WeChat Tencent

Japan faces bottlenecks in data center construction due to labor shortages and more; DC Byte says Japan's capacity has tripled to 6.8 GW in the past five years (asia.nikkei.com)
2025-12-5 Japan

Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028 (asia.nikkei.com)
2025-11-30 Japan

Japanese chipmaker Rapidus plans to start building a second plant in Hokkaido in fiscal 2027, aiming to make advanced 1.4nm chips as early as 2029 (asia.nikkei.com)
2025-11-26 Japan

Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand (asia.nikkei.com)
2025-11-24 AI

Shipments of AI servers from Taiwan to the US are set to double in 2025 vs. 2024, as Foxconn, Quanta, and Wistron ramp up production to meet demand (asia.nikkei.com)
2025-11-20 Taiwan AI

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