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 ...
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 …
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 …
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 …
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
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...
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 :