Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
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
TOKYO — China's Huawei Technologies has raised the ratio of domestic components in its new smartphones to nearly 60% by value …
A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips
Contracts with Chinese tech giant have rapidly turned Datasection into one of Asia's biggest ‘neoclouds’
Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection
Jacob Adelman / Barron's Online :
Tokyo-based Resonac, a crucial cutting-edge chip chemicals supplier whose shares are up 40%+ YTD, says it has bolstered China production capacity to meet demand
Bloomberg :
Japan faces data center bottlenecks due to labor shortages, rising costs, and outdated building processes; DC Byte: Japan's capacity has tripled over five years
TOKYO — Since relocating his Tokyo office in August to accommodate a growing team, veteran construction consultant Takehiko Yuge …
At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI”
here's why FII Institute on YouTube : FII PRIORITY Asia | Watch the official livestream (En) Markus Kasanmascheff / WinBuzzer : SoftBank's Masayoshi Son Says He ‘Cried’ About Selling Nvidia Stake to F...
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
TOKYO — U.S. semiconductor manufacturer Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a production facility …
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 boom is driving huge de...
Tokyo-based Sakana AI raised a ~$135M Series B from MUFG, Khosla, Macquarie, NEA, Lux, and others at a ~$2.6B valuation, becoming Japan's most valuable unicorn
At present, we are seeing a record amount of capital pouring … eWeek : Sakana AI Becomes Japan's Most Valuable Unicorn Maija Palmer / Global Corporate Venturing : ‘Big in Japan’ is not enough — where ...