Articles from asia.nikkei.com

Articles from asia.nikkei.com

MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (asia.nikkei.com)
2026-5-29 Intel Mobile AI

Tencent bets on smaller AI models in the race with Chinese rivals, as EVP Dowson Tong says AI now contributes 20%+ of its revenue and 95%+ of new internal code (asia.nikkei.com)
2026-5-29 China AI Tencent

Surging AI demand has caused shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors (asia.nikkei.com)
2026-5-28 AI

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
2026-5-27 Taiwan Nvidia

At an IEEE conference, Huawei proposed a new chip scaling law and said it aims to design chips with transistor density equivalent to 1.4nm by 2031 (asia.nikkei.com)
2026-5-25

How the global memory chip crunch, driven by AI demand, is hurting China's car industry, squeezing automakers already hit by a price war and razor-thin margins (asia.nikkei.com)
2026-5-23 China AI

AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (asia.nikkei.com)
2026-5-22 AI AMD

Vietnam introduces Decree 142 to implement its AI law, requiring companies to classify AI models by risk level, label deepfakes, and disclose chatbot use (asia.nikkei.com)
2026-5-20 AI chatbot Vietnam

SkyeChip becomes the first Malaysian chip design company to IPO on the Bursa Malaysia exchange, surging 300%+; the company was valued at ~$397M at its IPO price (asia.nikkei.com)
2026-5-20 IPO Malaysia

Sources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes (asia.nikkei.com)
2026-5-19 China Taiwan Intel

Chinese chipmaker CXMT reports Q1 revenue up 719% YoY to ~$7.5B, net profit up 1,688% to $3.6B, and says Omdia ranks it No. 4 in DRAM with a 7.67% global share (asia.nikkei.com)
2026-5-18 China

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

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