Articles from asia.nikkei.com

Articles from asia.nikkei.com

Gamma Data: China's female-oriented gaming market surged 124% YoY to $1B in 2024, driven by mobile game Love and Deepspace, which earned $400M, per Sensor Tower (asia.nikkei.com)
8 days ago China Mobile Sensor

TSMC CEO C.C. Wei says the company is speeding up construction of its second and third plants in Arizona “by several quarters” to meet robust US chip demand (asia.nikkei.com)
15 days ago

Satellite imagery and eyewitness testimony reveal that online scam centers are proliferating rapidly in Myanmar despite a large-scale crackdown in February (asia.nikkei.com)
18 days ago

Apple supplier Lens Technology, one of the top smartphone part makers, raised ~$608M in its Hong Kong IPO, as the Chinese company looks to expand overseas (asia.nikkei.com)
23 days ago China Hong Kong IPO Apple

Investigation: preprint research papers on arXiv from 14 academic institutions in eight countries had hidden prompts telling AI tools to give positive reviews (asia.nikkei.com)
26 days ago AI

Sources: Samsung is delaying completion of its Texas fab due to a lack of customers; the plant was meant to come online in 2024 before being pushed to 2026 (asia.nikkei.com)
28 days ago Samsung Texas

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 (asia.nikkei.com)
2025-6-26 AI Tokyo

Chinese automaker Geely's ride-hailing arm CaoCao raised $236M in a Hong Kong IPO, listing 19% below its offer price; its market cap was $2.42B as of Wednesday (asia.nikkei.com)
2025-6-26 China Hong Kong IPO

TSMC opens a joint research lab with the University of Tokyo, the company's first with a university outside Taiwan, expanding a relationship that began in 2019 (asia.nikkei.com)
2025-6-12 Taiwan Tokyo

Analysis: Nvidia's $500B US spending plan has accelerated the US AI server ecosystem development, with at least eight suppliers unveiling new investment plans (asia.nikkei.com)
2025-6-11 AI Nvidia

CEO C.C. Wei says TSMC expects record profit in 2025 despite geopolitical, tariff, and FX risks, and confirms it's not building a fab in the Middle East (asia.nikkei.com)
2025-6-3

SoftBank and Intel form Saimemory, a new company to develop stacked DRAM memory chips for AI that consume ~50% of the power of current HBM in the next two years (asia.nikkei.com)
2025-6-2 Intel AI

Chinese state-backed Hygon, which makes server CPUs, and server maker Sugon have agreed to merge; Hygon has a market cap of ~$43.9B, while Sugon's is ~$12.6B (asia.nikkei.com)
2025-5-28 China

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 (asia.nikkei.com)
2025-5-18 India Startup Intelligence

About 30% of South Korean schools have adopted AI-powered digital textbooks since the country's education ministry began a full-scale rollout in March 2025 (asia.nikkei.com)
2025-5-18 Korea AI Education

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 (asia.nikkei.com)
2025-5-17 China Japan Singapore Netherlands

Sea reports Q1 revenue up 29.6% YoY to $4.84B vs $4.89B est., net profit of $403M vs $23M net loss in Q1 2024, and e-commerce revenue up 28.3% YoY to $3.5B (asia.nikkei.com)
2025-5-14

Source: ByteDance, Alibaba, and Tencent asked Nvidia to ship ~1M H20s, ideally by the end of May, but the actual number delivered fell short due to new US curbs (asia.nikkei.com)
2025-4-23 Alibaba Tencent Nvidia

Garment workshops are closing across the “Shein village” in Panyu, China, after the US ended the de minimis exemption; Shein urges suppliers to shift to Vietnam (asia.nikkei.com)
2025-4-19 China Vietnam

Trump's planned tariffs on chip imports risk upending a global supply chain and could lead to oversupply as the US and other countries seek domestic production (asia.nikkei.com)
2025-4-16 Trump

Sources: TSMC is close to finalizing specs for a new chip packaging method, known in the industry as “panel-level”, to meet rising demand for powerful AI chips (asia.nikkei.com)
2025-4-15 AI

Sources: Apple asked suppliers in India, Vietnam, and Thailand to ramp up production earlier in 2025; Indian factory utilization rates are already at the limit (asia.nikkei.com)
2025-4-14 India Thailand Apple Vietnam

Source: Nintendo has decided to postpone the Switch 2's release in China, an apparent response to the country's tight controls targeting the gaming industry (asia.nikkei.com)
2025-4-10 China Nintendo

Sources: to offset tariffs, Apple, Dell, and others pressed suppliers to fly as many premium devices as possible to the US, especially those priced above $3,000 (asia.nikkei.com)
2025-4-9 Apple

UMC, Taiwan's second-largest chipmaker, opened a $5B plant in Singapore featuring 22nm and 28nm manufacturing technology; mass production won't start until 2026 (asia.nikkei.com)
2025-4-2 Taiwan Singapore Manufacturing

Sources: GlobalFoundries mulls merging with UMC, Taiwan's 2nd-largest chipmaker, to form a bigger, US-based company with production in Asia, the US, and Europe (asia.nikkei.com)
2025-4-1 Europe Taiwan Asia

Sources: TSMC, Intel, and other chipmakers have slowed their expansions in Japan and Malaysia due to lackluster demand for older chips and tariff uncertainties (asia.nikkei.com)
2025-3-30 Japan Intel Malaysia

Sources: after taking five years to build its first US plant, TSMC expects new factories to take two years; a 3nm plant is set for 2028 and 2nm before 2030 (asia.nikkei.com)
2025-3-27

Power chip companies Renesas, Infineon, and others are cutting jobs and spending, as disappointing EV market growth leaves them saddled with excess capacity (asia.nikkei.com)
2025-3-26

Investors see opportunities in Malaysian tech stocks amid a shift to cheaper AI models like DeepSeek, as the country's chip sector faces US export rules (asia.nikkei.com)
2025-3-25 AI Malaysia

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