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July 27, 2024
 

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CHIPMAKERS

Prime Minister Fumio Kishida inspects a new plant of Rapidus under construction in Chitose, Hokkaido, on Wednesday.
BUSINESS / Economy
Jul 25, 2024
Kishida vows new law for next-gen chip production
Japan has decided to provide up to ¥920 billion to Tokyo-based company Rapidus, which aims to start mass production of chips in 2027.
Samsung Electronics' headquarters in Suwon, South Korea, on June 13, 2023
BUSINESS / Tech
Jul 24, 2024
Nvidia clears Samsung's HBM3 chips for use in China-market processor
Nvidia's approval of the chips comes amid soaring demand for sophisticated graphics processing units.
Nvidia CEO Jensen Huang presents on the chipmaker's Blackwell platform at an event ahead of the Computex forum, in Taipei on June 2. The flagship Blackwell series was unveiled in March.
BUSINESS / Tech
Jul 22, 2024
Nvidia preparing version of new flagship AI chip for Chinese market, sources say
The Chinese version of the chip will be made compatible with current U.S. export controls.
While chip stocks have been on a tear this year, some strategists see signs of overheating within the sector.
BUSINESS / Tech
Jul 22, 2024
Top Taiwan tech fund says there’s still more juice in AI rally
Fund manager sees more opportunities in Taiwanese and Japanese stocks amid tensions between the U.S. and China.
The U.S. and its allies have accused China of supporting Russia's war in Ukraine, in part by exporting parts and equipment needed by Moscow's weapons makers, including semiconductors.
BUSINESS / Tech
Jul 22, 2024
Illicit chip flows to Russia seen slowing in China
Both mainland China and Hong Kong are seen by the U.S. government as key global nodes for Russia to source materials for its military.
U.S. pressure to slow Beijing’s advances in making semiconductors led the Netherlands to ban exports to China of ASML’s second-most advanced category of machinery at the start of the year. But ASML continues to service machines that were bought before the restrictions were in place.
BUSINESS / Companies
Jul 18, 2024
ASML falls as outlook clouded by risk of U.S. export curbs
ASML shares plunged 11% in Amsterdam on Wednesday to €870.90 ($952), wiping out €42.7 billion of market value — its biggest decline since March 2020.
The S&P 500 drops from all-time highs amid a selloff in chipmakers.
BUSINESS / Tech
Jul 18, 2024
High-flying chipmakers see worst plunge since 2020
Concern about tighter U.S. restrictions on chip sales to China spurred a selloff in the industry that has led the bull market in stocks.
Shares in Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker and a major Apple and Nvidia supplier, closed 2.4% lower on Wednesday.
WORLD / Politics
Jul 17, 2024
Trump says Taiwan should pay for defense, sending TSMC stock down
The U.S. is Taiwan's key international supporter and arms supplier, although there is no formal defense agreement between them.
Nikon President Muneaki Tokunari in Tokyo on Wednesday
BUSINESS / Companies
Jul 17, 2024
Nikon fields ‘remarkable’ demand for older chip tools in China
Nikon is making a strong marketing push in China with its new argon-fluoride lithography machines, released earlier this year.
ASML's headquarters and factory in Veldhoven, Netherlands
WORLD
Jul 16, 2024
ASML-backed university is caught in the middle of U.S.-China chip war
The Netherlands is facing increasing pressure from Washington to stem Beijing’s chip-making efforts.
Masayoshi Son, chairman and chief executive officer of SoftBank Group, speaks during a news conference in Tokyo in June.
BUSINESS / Companies
Jul 12, 2024
SoftBank buys struggling U.K. chip startup Graphcore in AI race
The deal marks Softbank's second acquisition of a U.K. semiconductor firm, following its 2016 purchase of Cambridge-based Arm Holdings.
Japan's excessive dependence on certain countries for chip imports is a risk to supply networks, government white paper has warned.
BUSINESS / Economy
Jul 9, 2024
Government white paper flags Japan's risks of import dependencies
The paper stressed the importance of import source diversification, to prevent excessive dependence that poses a risk to supply networks.
Rapidus, which aims to produce next-generation chips domestically, is building a factory in Hokkaido.
BUSINESS / Companies
Jul 8, 2024
Japanese banks gear up lending for chip-related industries
Lenders have set up specialized teams and are collaborating with regional rivals to aid sectors that might benefit from the emergence of chip factories.
Samsung workers chant slogans during a walkout outside the company’s semiconductor plant in Hwaseong, South Korea, on Monday.
BUSINESS / Companies
Jul 8, 2024
Samsung union steps up pressure over pay with three-day strike
The union has spent weeks preparing for the walkout, after negotiations over pay and vacation time collapsed last month.
Renesas Electronics CEO Hidetoshi Shibata
BUSINESS / Companies
Jul 3, 2024
Ex-banker behind chipmaker Renesas targets $100 billion value
Renesas’ push coincides with an aggressive campaign by Japan to turn the world’s fourth-largest economy into a chip powerhouse.
A screen tracks Nvidia's stock price movements as a trader works on the floor at the New York Stock Exchange on Oct. 23, 2023.
BUSINESS / Companies
Jun 24, 2024
Nvidia sales grow so fast that Wall Street can’t keep up
No one can figure out what the chipmaker’s revenues are actually going to be amid an artificial intelligence boom.
Nvidia made a big bet on graphics chips and the vision of its co-founder and Chief Executive Officer Jensen Huang that the industry would shift to what he calls "accelerated computing.” That bet paid off.
BUSINESS / Companies
Jun 19, 2024
Nvidia’s 591,078% rally to most valuable stock came in waves
First, it was video game consoles, and then came data centers, autonomous vehicles and cryptocurrency. Today, its chips are powering artificial intelligence.
Washington is talking to allies about adding 11 more Chinese chipmaking factories to a restricted list.
WORLD / Politics
Jun 19, 2024
U.S. pushes Japan and Netherlands to muzzle China's chipmaking abilities
Washington is talking to allies about adding 11 more Chinese chipmaking factories to a restricted list, a source said.
U.S. President Joe Biden
WORLD / Politics
Jun 12, 2024
U.S. to widen sanctions to curb chip sales to Russia’s war machine
Russia is still sourcing chips from third-party countries to use in missiles and other inputs critical to the battlefield.
Nvidia CEO Jensen Huang
BUSINESS / Tech
Jun 7, 2024
At Computex, Nvidia billionaire Jensen Huang showcases Taiwan's tech dominance
With this year’s raucous Computex — the world’s biggest computing conference — Taiwan sent a message: If you want AI, you need Taiwan.
Japan's population continues to fall even as foreign resident count rises
The number of residents in Tokyo as of Jan. 1 rose by 0.03% from a year before, data shows, marking a year-on-year increase for the first time in three years, while the country's other 46 prefectures saw their populations continue to decline.
Japan’s minimum wage set for record ¥50 hike in major boost
Demonstrators rally to demand a big hike in minimum wages in Tokyo last week.
One dead, three missing as heavy rain batters Tohoku
Camera footage shows the Mogami River bursting its banks in Tozawa, Yamagata Prefecture, on Friday morning.
Yen melt-up nudges Japanese stocks into correction territory
Japanese stocks are down 10% from their July peak as the yen strengthens.
Yen rally could help end crushing wage decay in Japan
Some economists say a sticky weak yen trend would have a negative impact on Japan's real wage growth.
Japan’s minimum wage set for record ¥50 hike in major boost
Demonstrators rally to demand a big hike in minimum wages in Tokyo last week.
Japan loses top spot on strongest passport list to Singapore
Japan had the strongest passport for six years running from 2018, before being dethroned by Singapore on the 2024 list.
Why Japan's mysterious stash of classified funds escapes scrutiny
Prime Minister Fumio Kishida and Chief Cabinet Secretary Yoshimasa Hayashi (right) during a meeting in Tokyo on Tuesday.
Terunofuji, as he tends to do, returns to stamp his authority on sumo pretenders
Terunofuji (left) throws down Kirishima on Tuesday to build on his perfect record at the Nagoya Grand Sumo Tournament.
Japanese startups advised to internationalize to get some global mojo
Entrepreneurs who participated in the Beyond Japan Zero to X program last year share their experiences in the United States during a meeting in May in Tokyo.

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