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
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boo...
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
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boo...
A look at Tokyo-based Nittobo, currently the only supplier in the world of the highest-end “T-glass”, a material essential for making high-powered AI servers
Nikkei Asia : X: @nikkeiasia X: @nikkeiasia : Why are top executives from Nvidia, AMD and Microsoft visiting Japan? To secure supplies of a little-known ingredient vital for their...
Venture Intelligence: Indian deep tech startups have raised $4.7B since 2014, accounting for just 3.2% of Indian startup funding, signaling a sector-wide crunch
BENGALURU — Arjun Rao wanted to go off the beaten track with his venture capital firm Speciale Invest, convinced … X: @nikkeiasia and @nikkeiasia . LinkedIn: Nikkei Asia X: @nikkei...
Venture Intelligence: Indian deep tech startups have raised $4.7B since 2014, accounting for just 3.2% of Indian startup funding, signaling a sector-wide crunch
BENGALURU — Arjun Rao wanted to go off the beaten track with his venture capital firm Speciale Invest, convinced … X: @nikkeiasia and @nikkeiasia . LinkedIn: Nikkei Asia X: @nikkei...
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia ...
Sources: to avoid tariffs, Apple, Dell, Microsoft, Lenovo, and others pressed suppliers to fly as many $3,000+ devices as possible to the US before April 9
TAIPEI/PALO ALTO, California — Ever since Donald Trump was elected president back in November, the world's biggest electronics brands …
Sources: to avoid tariffs, Apple, Dell, Microsoft, Lenovo, and others pressed suppliers to fly as many $3,000+ devices as possible to the US before April 9
TAIPEI/PALO ALTO, California — Ever since Donald Trump was elected president back in November, the world's biggest electronics brands …
The White House says that tariffs on China are set to rise to 104% at 12:01am ET on April 9 after China missed Trump's deadline to remove its reciprocal tariffs
President Donald Trump is set to impose an astounding 104% in levies across all Chinese imports on Wednesday …
The White House says that tariffs on China are set to rise to 104% at 12:01am ET on April 9 after China missed Trump's deadline to remove its reciprocal tariffs
President Donald Trump is set to impose an astounding 104% in levies across all Chinese imports on Wednesday …
Indonesia's OJK: ~137M citizens owed 66T rupiah (~$4.1B) in outstanding digital lending debt in September 2024, up from 18.6M users owing 13.16T rupiah in 2019
Ismi Damayanti / Nikkei Asia : X: @worldstrategist and @nikkeiasia X: Eric / @worldstrategist : Yes they pay huge amount of interests. @nikkeiasia : Millions of Indonesians fall i...
TechInsights: China's chip self-sufficiency rate rose from ~14% in 2014 to 23% in 2023 and is expected to hit 27% in 2027, as China rushes to boost chip supply
Nikkei Asia : X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : China's public and private sectors are accelerating efforts to boost domestic production of semiconductors, including...
SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push
- SMIC has more than doubled in two months as market eyes Trump — Competition looms and valuation not attractive: Morgan Stanley
TechInsights: China's chip self-sufficiency rate rose from ~14% in 2014 to 23% in 2023 and is expected to hit 27% in 2027, as China rushes to boost chip supply
Nikkei Asia : X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : China's public and private sectors are accelerating efforts to boost domestic production of semiconductors, including...
SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push
- SMIC has more than doubled in two months as market eyes Trump — Competition looms and valuation not attractive: Morgan Stanley
In an effort to compete with Shein and Temu, Alibaba's Taobao and Tmall offer qualified merchants, selling goods in the fashion category, free overseas shipping
Kelly Le / South China Morning Post :
Huawei announces HarmonyOS Next, to be used in all of its devices, Harmony Intelligence, to integrate AI onto its devices, and Pangu 5.0, a family of four LLMs
Nikkei Asia :
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 :