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August 05, 2025
 

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CHIPMAKERS

Reflecting Masayoshi Son's artificial intelligence-focused strategy, Softbank boosted its stakes in Nvidia and Taiwan Semiconductor Manufacturing.
BUSINESS / Companies
Aug 5, 2025
SoftBank builds Nvidia and TSMC stakes under Son’s focus on AI gear
SoftBank Group raised its stake in Nvidia to about $3 billion by the end of March and bought around $330 million worth of TSMC shares.
Tokyo Electron is seeing slower-than-expected recovery in demand from producers of logic chips.
BUSINESS / Companies
Aug 1, 2025
Tokyo Electron cuts outlook on canceled logic chip tool orders
The Tokyo-based company now sees operating income of ¥570 billion in the year to March, down from a previous forecast of ¥727 billion.
Intel says it "will no longer move forward" with projects in Germany and Poland as part of a push to save billions of dollars.
BUSINESS / Companies
Jul 25, 2025
Intel posts higher revenue after trimming workforce
The U.S. chipmaker said it "will no longer move forward" with projects in Germany and Poland as part of measures to save billions of dollars.
U.S. President Donald Trump hosts Jensen Huang, chief executive of computer chip maker Nvidia for an event to discuss U.S. technology investments at the White House in Washington on April 30.
ASIA PACIFIC / Politics
Jul 22, 2025
As Trump courts a more assertive Beijing, China hawks are losing out
The Trump administration has dialed back aggressive measures against China and reversed its position on technology controls as the president angles for a Chinese trip.
Nvidia CEO Jensen Huang speaks at the opening ceremony of the third China International Supply Chain Expo (CISCE) in Beijing on July 16.
BUSINESS / Tech
Jul 21, 2025
Jensen Huang, AI visionary in a leather jacket
Big tech's appetite for Nvidia's graphics cards has catapulted the California chipmaker beyond $4 trillion in market valuation, the first company ever to surpass that mark.
U.S. President Donald Trump steps on stage to deliver remarks at the Salute to America Celebration at the Iowa State Fairgrounds in Des Moines on July 3.
BUSINESS / Economy
Jul 19, 2025
Trump aims tariff double whammy at industries and nations by Aug. 1
In addition to measures on copper, the U.S. has discussed making announcements on lumber, chips, critical minerals and drugs, in that order, though this may change.
Rapidus last week printed circuitry on wafers using 2-nanometer gate-all-around process technology, President Atsuyoshi Koike told reporters Friday.
BUSINESS / Companies
Jul 18, 2025
Rapidus reports 2-nanometer progress, moving Japan closer to semiconductor goals
Uncertainty about U.S. President Donald Trump’s willingness to defend Taiwan in the event of an attack is among motivations for Japan’s efforts to build its own foundry.
Jensen Huang, the CEO of Nvidia, in Beijing on Thursday
BUSINESS / Tech
Jul 18, 2025
Trump’s U-turn on Nvidia spurs talk of grand bargain with China
U.S. Commerce Secretary Howard Lutnick said the administration wanted Chinese developers "addicted” to American technology.
While hacking to steal data and information about the semiconductor industry in Taiwan is not new, there has been an increase in sustained hacking campaigns from several China-aligned hacking groups.
ASIA PACIFIC
Jul 17, 2025
China-linked hackers seen targeting Taiwan's chip industry with increasing attacks
The attacks come amid rising restrictions by Washington on exports to China of U.S.-designed chips that are often manufactured in Taiwan.
Nvidia CEO Jensen Huang speaks at the opening ceremony of the third China International Supply Chain Expo (CISCE) in Beijing on Wednesday.
BUSINESS / Tech
Jul 16, 2025
U.S. says Nvidia's sales of AI chips to China are part of rare earths talks
The planned resumption is a reversal of an export restriction imposed in April that is designed to keep the most advanced AI chips out of Chinese hands.
Jensen Huang, co-founder and CEO of Nvidia, speaks during a news conference in Taipei on May 21.
BUSINESS / Tech
Jul 15, 2025
Nvidia to resume H20 AI chip sales to China in U.S. reversal
U.S. government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post.
Kioxia is rated BB+, one step below investment grade, by both S&P and Fitch.
BUSINESS / Companies
Jul 15, 2025
Chipmaker Kioxia plans debut bond abroad, joining Japan peers
Kioxia plans to raise as much as $3 billion via a dollar bond sale that would be its first corporate debt issuance, in the latest sign of investor appetite abroad.
Effective immediately, individuals and companies must notify Kuala Lumpur at least 30 days prior to exporting or shipping high-performance U.S. artificial intelligence chips.
BUSINESS / Tech
Jul 14, 2025
Malaysia controls AI chip exports as U.S. targets China smuggling
Kuala Lumpur has come under increasing pressure from Washington to halt the suspected flow of AI chips to China via intermediaries in Malaysia.
Nvidia CEO Jensen Huang
BUSINESS / Tech
Jul 14, 2025
Nvidia CEO says China’s military unlikely to use U.S. AI chips
Nvidia Chief Executive Officer Jensen Huang said the Chinese military will avoid using U.S. technology because of the risks associated with doing so.
A screen displays news on Nvidia achieving a $4 trillion market capitalization on the floor at the New York Stock Exchange on Wednesday.
BUSINESS / Tech
Jul 10, 2025
AI giant Nvidia becomes first company to reach $4 trillion milestone
The achievement marks new milestone in Wall Street's bet that artificial intelligence will transform the economy.
Samsung, South Korea’s largest company, reported preliminary operating profit of 4.6 trillion won ($3.3 billion) in the June quarter, a roughly 56% drop from a year ago.
BUSINESS / Tech
Jul 8, 2025
Samsung profit halves amid delays to certification for advanced AI chips
The company has yet to secure certification from Nvidia for its most advanced product, creating an unusually long lead time for rivals in the highly lucrative space.
The government has already decided to provide more than ¥1.7 trillion to Rapidus.
BUSINESS
Jul 4, 2025
Japan eyes 'golden share' as condition for aid to Rapidus
In addition to granting the government a golden share and some voting rights, companies that receive government aid will also be required to raise funds from the private sector.
The U.S. Commerce Department has told the world’s top semiconductor design software companies that government license requirements for business in China are no longer in place.
BUSINESS / Tech
Jul 3, 2025
U.S. lifts chip design software curbs on China in trade deal
The move is a sign that an accord reached by both countries in London is indeed being implemented.
The Federal Trade Commission has opened an in-depth investigation of SoftBank Group's acquisition of semiconductor designer Ampere Computing.
BUSINESS / Companies
Jul 2, 2025
SoftBank’s Ampere deal now faces a more in-depth review by FTC
SoftBank’s acquisition of semiconductor designer Ampere Computing is facing a potentially lengthy probe by the U.S. government.
"We have access to cutting-edge wafers, and our ability to provide cutting-edge process technology will become overwhelmingly faster than Chinese makers,” said Tokyo Electron CEO Toshiki Kawai.
BUSINESS / Companies
Jun 27, 2025
Tokyo Electron shrugs off fears of Chinese rivals catching up
Technology at the company is advancing faster than its Chinese rivals’ due in part to close collaboration with contract chipmakers.
How Pakistan shot down India's cutting-edge fighter using Chinese gear
An Indian Air Force pilot gets out of a Rafale fighter jet during its induction ceremony at an air force station in Ambala, India, September 2020.
China and Russia start joint military drills in Sea of Japan
Russian and Chinese naval officers take part in a ceremony Thursday ahead of the start of joint naval drills in the Sea of Japan, following the arrival of Chinese military vessels in Vladivostok, Russia.
Kamchatka quake may have awakened volcano dormant for 600 years, Russia says
Kamchatka. Krasheninnikov Bay
Italy's fast fashion hub becomes Chinese mafia battlefield
Signs for fast-fashion factories in Prato, Italy, on Friday. Chinese crime groups in the district thrive on the "Prato system" rife with corruption in the fast-fashion sector.
Extreme heat in Japan set to peak this week
People shield their eyes from the sun as they walk through a street on a hot day in Tokyo on July 26.
Fuji Rock's weekend of surprises was one of its best yet
Radwimps lead singer Yojiro Noda threw himself into the rock band’s Green Stage performance ahead of headliner Vampire Weekend.
How Trump is gaslighting on climate change — with Japan’s help
The Bishu Maru LNG tanker, owned by Kawasaki Kisen Kaisha, next to the Freeport LNG terminal in Texas
With a new distillery, Suntory makes a spirited move on gin market
A staff inspects a distillation pot still at Suntory's new Osaka Spirits & Liqueurs Craft Distillery, which will focus on gin production and help Suntory capture a bigger slice of the fast-growing gin market.
Junglia brought dinos back to Okinawa. But will it bring tourists?
At Panorama Dining, one of Junglia’s two proper restaurants that also doubles as the rooftop Inifinity Terrace overlook, guests can pay extra to sit in balcony tables made to look like birds’ nests overlooking the park grounds.

Podcast

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

Longform

Ichiro Suzuki, one of the most iconic players in NPB and MLB history, was elected to the Baseball Hall of Fame with 99.7% of the vote.
With Hall of Fame induction, Ichiro makes himself heard loud and clear
By Jason Coskrey

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