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November 25, 2025
 

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CHIPMAKERS

A truck waits outside of the gate of Nexperia factory amid a shortage of chip supply caused by the diplomatic standoff between China and the Netherlands over the company, in Dongguan, Guangdong province, China, on Nov. 7.
BUSINESS / Tech
Nov 24, 2025
How the Nexperia chip crisis upended auto supply chains — again
A factory in China’s industrial south has become a global choke point for automotive chips, upending a sector that swore it wouldn’t be caught again by supply-chain disruptions.
Nvidia's H200 chip, unveiled two years ago, has more high-bandwidth memory than its predecessor the H100, allowing it to process data more quickly.
BUSINESS / Tech
Nov 22, 2025
U.S. mulls letting Nvidia sell H200 chips to China, sources say
The possibility signals a warmer approach to China, after U.S. President Donald Trump and Chinese leader Xi Jinping agreed to a trade truce last month.
Hei Seki, member of the House of Councilors, speaks during an interview in Tokyo on Thursday.
JAPAN / Politics
Nov 21, 2025
Japan should counter China threats with U.S. help, lawmaker says
Washington has been asking Japan to join forces to cripple China’s ability to make advanced semiconductors, which are critical for economic security and defense capabilities.
Japanese and South Korean tech stocks tumbled Friday, with Softbank falling over 10% amid AI bubble concerns.
BUSINESS / Markets
Nov 21, 2025
Asia tech stocks tumble on AI bubble fears
Seoul's benchmark Kospi index was trading down nearly 4%, while Tokyo's Nikkei index shed 2.3% in morning trade.
Flags fly next to a logo of Nexperia at the facade of its factory in Dongguan, Guangdong province, China, on Nov. 7 amid a shortage of chips caused by a diplomatic standoff between China and Netherlands over the company.
BUSINESS / Tech
Nov 20, 2025
Netherlands returns control of Nexperia to Chinese owner
The move defuses a standoff with Beijing over the maker of “legacy” chips that had begun to hamper automotive production around the world.
Nvidia CEO Jensen Huang says owners of large data centers will continue to spend on new gear because investments in artificial intelligence have begun to pay off.
BUSINESS / Tech
Nov 20, 2025
Nvidia’s upbeat forecast soothes fears of AI spending bubble
Sales will be about $65 billion in the January quarter, the chipmaker said, while analysts had estimated $62 billion, on average.
Guests stand at the booth of Saudi artificial intelligence company Humain during the Future Investment Initiative conference in Riyadh on Oct. 29.
BUSINESS / Tech
Nov 19, 2025
U.S. plans to approve sale of chips to Saudi AI venture Humain
Riyadh has needed Washington’s permission for such shipments since 2023.
A worker checks the printed book cover of Taiwan's civil defense handbook at a printing house in Taoyuan, Taiwan, November 14, 2025.
BUSINESS
Nov 18, 2025
Taiwan to further tighten export controls for dual-use technology
Since Russia invaded Ukraine in 2022, Taiwan has updated its export control regime to prevent Taiwanese high-tech goods from being illicitly used for military purposes.
Chen Tianshi
BUSINESS / Tech
Nov 17, 2025
U.S. sanctions propel Chinese AI prodigy to $23 billion fortune
As Washington’s export bans choked China’s access to advanced chips, firms like Chen Tianshi’s Cambricon have emerged as national champions.
Government backing and sustained AI investment are fueling momentum in Japan’s chip revival, with companies like Advantest and Tokyo Electron raising their full-year operating profit forecast.
BUSINESS / Companies
Nov 14, 2025
Japanese chip sector’s earnings show AI appetite and auto slump
Government backing and sustained AI investment are reinforcing optimism across the nation’s tech sector.
Yasuyuki Fukuda, chief portfolio manager of Nomura Asset Management’s Japanese Information Electronics equity fund, says AI stocks are not in a bubble and have room to rise further.
BUSINESS / Companies
Nov 7, 2025
Japan’s largest tech fund says AI stocks not at bubble stage
With seven large tech companies now accounting for more than one-third of the S&P 500 index’s weighting, investors are asking if this is a sign of overheating.
SoftBank explored a potential takeover of U.S. chipmaker Marvell Technology earlier this year, in what would have been the semiconductor industry's largest-ever deal.
BUSINESS / Companies
Nov 6, 2025
SoftBank is said to have explored potential takeover of Marvell
SoftBank explored a potential takeover of U.S. chipmaker Marvell Technology earlier this year, people familiar with the matter said, in what would have been the semiconductor industry’s largest-ever deal.
Nvidia CEO Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James' Palace in London on Wednesday.
BUSINESS / Tech
Nov 6, 2025
'China is going to win the AI race,' Nvidia CEO says: report
China’s access to advanced AI chips remains a flash point in its tech rivalry with the United States.
Jensen Huang, chief executive officer of Nvidia, poses for a photo on the sidelines of the APEC CEO Summit in Gyeongju, South Korea, on Friday.
BUSINESS / Tech / FOCUS
Nov 3, 2025
Nvidia is worth $5 trillion. Here’s what it means for the market
The chipmaker at the heart of the artificial intelligence revolution is not only the biggest company on Earth, it also may be the most influential stock in Wall Street history.
An employee works with a wafer in a production line of Dutch semiconductor company Nexperia in Hamburg, Germany, in June 2024.
BUSINESS / Tech
Nov 1, 2025
U.S. to announce Nexperia's China facilities will resume shipments
Resumed shipments would be a relief for auto manufacturers worldwide who faced the imminent prospect of curbing production.
Nvidia's Blackwell GPU chip. The Blackwell family of chips is Nvidia’s top offering, with capabilities that far exceed those of processors the U.S. effectively banned from sale to China in 2022.
BUSINESS / Tech
Oct 31, 2025
Trump says Nvidia chip talks with Xi didn’t cover Blackwell
The U.S. president said chips were indeed discussed but that Beijing will have separate conversations with chipmakers directly.
Honda has halted production at its Mexico plant due to a semiconductor shortage caused by supply disruptions from Netherlands-headquartered Chinese chipmaker Nexperia, officials said.
BUSINESS / Companies
Oct 30, 2025
Honda halts production at Mexico plant amid chip shortage
The Japanese automaker is making arrangements to resume operations, but the timeline for that remains unclear.
Nvidia CEO Jensen Huang speaks during an event in Washington on Tuesday.
BUSINESS / Tech
Oct 30, 2025
Nvidia becomes first $5 trillion firm as AI rally picks up steam
Nvidia has become the most-important stock in a bull market that’s been driven by optimism for AI to revolutionize the global economy.
Tareq Amin, CEO of Saudi Arabian artificial intelligence startup Humain, attends the Saudi-U.S. Investment Forum in Riyadh on May 13.
BUSINESS / Tech
Oct 29, 2025
Saudi AI chief vows to avoid Huawei tech in bid for U.S. chips
Tareq Amin, the head of Saudi Arabia’s artificial intelligence startup Humain, is confident the U.S. will clear the sale of advanced chips to the kingdom.
Nvidia CEO Jensen Huang in Washington on Tuesday
BUSINESS / Tech
Oct 29, 2025
Nvidia will build AI supercomputers for U.S. Energy Department
In Washington, Nvidia CEO Jensen Huang walked a fine line between praising U.S. President Donald Trump and risking further antagonism of China.
Americans with four-year degrees now comprise a record 25% of unemployed workers
A job fair in Fletcher, North Carolina. The unemployment rate for bachelor’s degree-holders in the U.S. rose to 2.8% in September, up a half-percentage point from a year earlier.
Japan on track to deploy missiles to island near Taiwan, Koizumi says
Defense Minister Shinjiro Koizumi speaks to reporters after inspecting the Ground Self-Defense Force garrison on Yonaguni Island, Okinawa Prefecture, on Sunday.
War refugee Aonishiki becomes first Ukrainian to win sumo tournament
Ukrainian sumo wrestler Aonishiki receives the Prime Minister's Cup from Takahiro Inoue, an adviser to Prime Minister Sanae Takaichi, on Sunday in Fukuoka after becoming the first from his nation to win a tournament in the traditional Japanese sport.
Top Chinese diplomat weighs in on Takaichi’s ‘shocking’ Taiwan remarks
Chinese Foreign Minister Wang Yi delivers delivers a speech at the opening ceremony of the Lanting Forum in Beijing on Oct. 27.
Japan blasts China’s ‘entirely baseless’ claims after U.N. letter
Prime Minister Sanae Takaichi attends a meeting on Ukraine on the sidelines of a Group of 20 summit in Johannesburg on Saturday.
TV icon Tetsuko Kuroyanagi's memoir paints a life of both war and glamour
“Totto” in “Totto-chan, the Little Girl at the Window: The Sequel” was the nickname young Tetsuko Kuroyanagi gave herself as a child, mispronouncing her first name.
The secret to 'Last Samurai Standing'? Treating live action like anime.
“Last Samurai Standing” centers on a mysterious fighting event in which participants must hack and slash their opponents apart to collect enough wooden tags to win a big-money prize.
‘Tampopo’ lives on in bowls of ramen around the world
Juzo Itami's 1985 movie "Tampopo" has inspired many restaurateurs around the world to open their own ramen shop with the same name, such as this establishment in Auckland, New Zealand.
All systems Go for upstart Machida Zelvia after landmark Emperor’s Cup triumph
Machida manager Go Kuroda lifts the trophy as the club celebrates its victory over Vissel Kobe in the Emperor’s Cup final at National Stadium on Saturday.
Japan plans higher visa fees for foreign residents
Along with planned higher fees for foreign residents to stay, Japan is looking to raise the ¥3,000 single-entry visa fee for inbound tourists to Western standards in the next fiscal year.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
Kabukicho: Tokyo’s ‘stadium of desire’

Longform

Juzo Itami’s “Tampopo” was released Nov. 23, 1985, and though it wasn’t a hit at the time, it has gained a cult following in the years since.
Eat, slurp, love: 'Tampopo' turns 40
By Weiwen Lin

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