Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power
Japanese NAND flash memory maker Kioxia is up 500%+ in 2025 so far, outperforming all other MSCI World Index members, after its Tokyo IPO debut in December 2024
Artificial intelligence's insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings Corp …
SoftBank Group was among the Japanese tech stocks that fell on December 18, as Wall Street's AI infrastructure spending worries crossed into the Asian markets
Lim Hui Jie / CNBC :
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
research and development on node to begin next year
Taiwanese chip industry suppliers have been expanding into the Japanese island of Kyushu, which has become a gateway for business growth after TSMC's arrival
Nikkei Asia :
Sources: Tencent and NetEase reconsider or scale back Japanese game studio investments, after yielding few hit games and the Chinese market staged a comeback
- China's biggest game publishers are rethinking expansion plans — ‘Wukong’ success also encouraged looking domestically for hits
Japanese trade data: 50%+ of chipmaking equipment exports went to China for three straight quarters through Q1 2024, driven by demand for less advanced gear
Hirofumi Kanaoka / Nikkei Asia :
A look at Japan's role in the global chip battle; Omdia: Japanese companies account for nearly half of the world's six crucial semiconductor materials
Wall Street Journal :
A look at Japan's role in the global chip battle; Omdia: Japanese companies account for nearly half of the world's six crucial semiconductor materials
With subsidies and a $6 billion acquisition, Tokyo wants to make its companies indispensable in the global supply chain
An analysis shows that on a cost basis, 42% of Apple Vision Pro components are made by Japanese companies, including Sony's displays and Kioxia's memory chips
Nikkei Asia :