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October 17, 2025
 

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CHIPMAKERS

People walk past a large electronic screen showing the Samsung logo at a train station in Seoul on Tuesday.
BUSINESS / Tech
Oct 14, 2025
Samsung rides global AI boom to its biggest profit since 2022
South Korea’s largest company reported an operating profit of 12.1 trillion won in the September quarter, according to a preliminary earnings report.
A worker waters the site of a rare earth metals mine in Nancheng county, in China's Jiangxi province, in January 2011.
BUSINESS / Economy / FOCUS
Oct 11, 2025
The world’s chip supply chain is bracing for fallout from China’s rare-earth curbs
The restrictions represent the first major attempt by Beijing to exercise long-arm jurisdiction over foreign companies to target the semiconductor industry.
A mine for heavy rare earth metals outside of Longnan in south-central China's Jiangxi province
BUSINESS
Oct 10, 2025
China expands rare earths restrictions, targeting defense and chips users
The new curbs come ahead of a scheduled face-to-face meeting between U.S. President Donald Trump and Chinese President Xi Jinping in South Korea at the end of October.
Resonac President and CEO Hidehito Takahashi (front row, third from left) in Tokyo on Sept. 3 along with officials from companies participating in a joint framework to develop chipmaking equipment
BUSINESS / Companies
Oct 8, 2025
Japanese chemical firms seeking partnerships over next-gen chips
Companies are taking measures with others, such as setting up a joint framework, to speed up the development of related materials
Elon Musk’s xAI, which raised about $10 billion of corporate equity and debt earlier this year, still needs billions more given the company has been burning through $1 billion per month.
BUSINESS / Tech
Oct 8, 2025
Nvidia to invest in Musk’s xAI as part of $20 billion funding
The massive capital raise is just the latest for the AI industry, which has seen major tech companies invest to build the infrastructure necessary to develop top AI models.
OpenAI CEO Sam Altman speaks in Washington in July.
BUSINESS / Companies
Oct 7, 2025
OpenAI signs multibillion dollar chip deal with AMD
The ChatGPT-maker is pushing ahead with an investment spree to secure massive amounts of computing power.
Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas in January.
BUSINESS / Tech / ANALYSIS
Oct 6, 2025
Competition heats up to challenge Nvidia's AI chip dominance
Nvidia now boasts the world's highest revenue, driven by sales of its GPUs — the processors that are key to building the technology behind ChatGPT and its rivals.
Mitsubishi Electric's new semiconductor plant in Kikuchi, Kumamoto Prefecture
BUSINESS / Companies
Oct 2, 2025
Mitsubishi Electric completes semiconductor facility in Kumamoto Prefecture
The new facility in Kikuchi, Kumamoto Prefecture, will start operations in November, with mass production targeted for 2027.
Taiwan has pushed back against a U.S. proposal to move chip production stateside to cover half of America’s demand.
BUSINESS / Tech
Oct 1, 2025
Taiwan rejects U.S. demand for half of its chips to be made in America
Taiwanese Vice Premier Cheng Li-chiun said Taipei has never made such a commitment.
U.S. Commerce Secretary Howard Lutnick has publicly demanded Taiwan to move more investment and chip production to the U.S. so half of American demand is manufactured locally.
ASIA PACIFIC / Politics
Sep 30, 2025
Taiwan holds investment talks as U.S. demands more chip factories
U.S. Commerce Secretary Howard Lutnick earlier this week publicly demanded Taiwan to move more investment and chip production to the U.S.
Kioxia has been aggressively investing in its main chip factories as it aims to close the gap to rivals Samsung and SK Hynix.
BUSINESS / Companies
Sep 30, 2025
Japan’s Kioxia sees AI driving strong memory growth for years
The Tokyo-based memory maker Kioxia anticipates demand for NAND storage will grow by roughly 20% each year as AI data center operators keep scaling up.
Huawei Technologies is regarded as China’s best hope of weaning itself off the foreign chips that power the world’s second-largest economy.
BUSINESS / Tech
Sep 30, 2025
Huawei to double output of top AI chip as Nvidia wavers in China
The Chinese company plans to make about 600,000 of its marquee 910C Ascend chips next year, a feat that would represent a technical breakthrough for it.
The U.S. Department of Commerce in Washington in 2022
BUSINESS
Sep 30, 2025
U.S. expands export blacklist in crackdown on Chinese subsidiaries
The action greatly increases the number of companies that require licenses to receive American goods and services.
A semiconductor wafer is tested on a Flying Probe Tester 4080 at Semicon 2025 in Taipei on Sept. 10.
BUSINESS / Economy
Sep 27, 2025
Trump mulls tariffs on foreign electronics based on number of chips
A source said the Commerce Department was considering a 15% tariff rate for electronics from Japan and the European Union.
Visitors wait in line to enter the Tech World pavilion at the Osaka Expo on Thursday.
JAPAN
Sep 26, 2025
Taiwan showcases chipmaking prowess as a private exhibitor at Osaka Expo
The expo’s guidebook makes only brief references to Taiwan's food and lifestyles, but the structure of its pavilion and exhibits are rich in symbolism.
Intel has approached Apple, a longtime customer that switched to in-house processors in the past five years, about securing an investment.
BUSINESS / Tech
Sep 25, 2025
Intel is seeking an investment from Apple as part of its comeback bid
A deal with Apple would represent further validation of the ailing chipmaker’s turnaround bid.
A silicon wafer. Taipei for the first time has unilaterally imposed semiconductor export controls on a country.
ASIA PACIFIC
Sep 25, 2025
Taiwan weaponizes chip sector to deter China on world stage
Taipei’s chip curbs reflect its strategy to increasingly use economic and trade policy for diplomatic goals, according to a Taiwanese official.
Nvidia's $100 billion investment is meant to help OpenAI build data centers with a capacity of at least 10 gigawatts of power — equipped with Nvidia’s advanced chips to train and deploy AI models.
BUSINESS / Tech
Sep 23, 2025
Nvidia and OpenAI make $100 billion deal to build data centers
The investment is meant to help OpenAI build data centers with a capacity of at least 10 gigawatts of power — equipped with Nvidia’s advanced chips to train and deploy AI models.
Nvidia's support offers Intel a new chance after years of turnaround efforts failed to pay off, and triggered a 23% jump in the U.S. chip manufacturer's shares.
BUSINESS / Companies
Sep 19, 2025
Nvidia takes $5 billion stake in struggling chipmaker Intel
The two companies also plan to jointly develop PC and data center chips.
Chinese tech stocks have surged in past weeks, driven by a perception that the nation’s industry leaders are making steady progress in developing homegrown AI and chips.
BUSINESS
Sep 18, 2025
Huawei unveils AI chip road map to challenge Nvidia’s lead
Chinese tech stocks have surged in past weeks, driven by a perception that the nation’s industry leaders are making steady progress in developing homegrown AI and chips.
Coalition talks could bring Takaichi closer to being PM
Nippon Ishin no Kai leader and Osaka Gov. Hirofumi Yoshimura meets with Liberal Democratic Party President Sanae Takaichi in Tokyo on Wednesday.
Trump declares U.S.-China trade war as Bessent floats long truce
U.S. Treasury Secretary Scott Bessent speaks during a press conference in Washington on Wednesday.
Asia can learn from Europe’s immigration mistakes
Refugees and migrants, mostly from Syria and Afghanistan, crowd a platform at a train station in Budapest in September 2015. Hungary's focus on pro-natalist policies and minimal immigration has led to a significant improvement in its fertility rate compared to Japan.
Singapore thrived in a U.S.-led world. Now what?
The aircraft carrier USS Theodore Roosevelt moors at Changi Naval Base in Singapore in April 2018.
Sumo is about to hit London and the West with a force previously unseen
Preparations advance on Monday for the Grand Sumo Tournament at the Royal Albert Hall in London.
Sumo is about to hit London and the West with a force previously unseen
Preparations advance on Monday for the Grand Sumo Tournament at the Royal Albert Hall in London.
Number of scenarios now on the table for who might be Japan’s next prime minister
Newly-elected leader of Japan's Liberal Democratic Party Sanae Takaichi (right) celebrates with Prime Minister Shigeru Ishiba after winning the LDP leadership election in Tokyo on October 4.
Pace eyes great strides for Japan’s art market
Pace Japan Vice President Kyoko Hattori, the de facto head of the nation’s business, believes a larger, more lucrative art market will allow Japan to be more attractive for collectors.
A frenetic diplomatic schedule looms for Japan’s next leader — whomever that may be
As horse-trading and speculation surge over who will be elected the next prime minister in parliament — the ruling Liberal Democratic Party's Sanae Takaichi or a possible candidate put forward by a unified opposition — Japan’s next leader will be confronted with a quick succession of key diplomatic events.
Ghost of Yotei’s bloodstained fun sidesteps Ainu identity
Ghost of Yotei, the follow-up to 2020's smash hit Ghost of Tsushima, is a violent, vengeful and engaging romp through 17th-century Hokkaido that fails to stick the landing on its most sensitive cultural material.

Podcast

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

Longform

Rock group The Yellow Monkey played K-Arena Yokohama in June as part of a nationwide tour. Concerts are increasingly popular in the age of social media as users value in-person experiences.
Inside Japan’s arena boom: Sports, sound and city-building
By Patrick St. Michel

SUSTAINABLE JAPAN

We are pleased to announce the winners of the 6th annual Sustainable Japan Award.
We are pleased to announce the winners of the 6th annual Sustainable Japan Award.

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