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April 26, 2025
 

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CHIPMAKERS

The new era of U.S.-Japan cooperation exemplifies a successful public-private collaboration crucial for maintaining a competitive edge in global technology, especially amid geopolitical tensions with China.
COMMENTARY / Japan
May 16, 2024
U.S.-Japan semiconductor alliance of the future
On the geopolitical side, the U.S.-Japan alliance is on one side of the equation, with China on the other and Taiwan in the middle.
U.S. President Joe Biden speaks about new actions to protect American workers and businesses from China's "unfair" trade practices, in the Rose Garden of the White House in Washington on Tuesday.
BUSINESS / Economy / ANALYSIS
May 15, 2024
Who’s toughest on China? Biden’s tariff tactic ups ante as election looms.
U.S. president is seen to be trying to "outtrump Trump" to appeal to voters who worry about geopolitical competition or hold anti-China sentiments.
Taiwan’s experience offers valuable lessons for China, the most important being the “financialization of innovation,” whereby technology investment is funded by risk capital from the stock market rather than by the risk-adverse banking system.
COMMENTARY / World
May 15, 2024
China should emulate Taiwan’s tech policies
A small island with few natural resources, Taiwan punches well above its weight. From 1980-2008, its annual real GDP averaged 6.8%.
U.S. President Joe Biden touts the economic benefits of semiconductor investment at Intel’s Ocotillo Campus in Chandler, Arizona, on March 20.
BUSINESS / Tech
May 13, 2024
Global chips battle intensifies with $81 billion subsidy surge
The rush of funding has hardened battle lines in the U.S.-China trade war, including in nations like Japan.
TSMC’s factory in Kikuyo, Kumamoto Prefecture
BUSINESS
May 12, 2024
Kumamoto Prefecture wants to host TSMC’s third Japan plant
Kumamoto hopes enough chip-related companies will settle in the prefecture to create something akin to Taiwan’s Hsinchu Science Park.
SoftBank Group CEO Masayoshi Son in 2019. Son is said to be selling off assets from the Vision Fund’s portfolio as he prepares for possible forays into AI and related hardware.
BUSINESS / Companies
May 10, 2024
SoftBank's Vision Fund lightens asset load as Son pivots to AI and chips
Son has moved on to new obsessions, inspired in part by the success of Arm — which has soared in value to around $106 billion since its market debut.
SoftBank Group is in talks to acquire Graphcore, a struggling British semiconductor startup.
BUSINESS / Companies
May 9, 2024
SoftBank said to be in talks to buy troubled AI chip firm Graphcore
Graphcore reported just $2.7 million in revenue for 2022, a 46% drop from the prior year, according to its latest financial report.
A Chinese flag is flown near a Huawei store in Shanghai in 2023.
WORLD / Politics
May 8, 2024
U.S. revokes some export licenses for firms supplying China's Huawei
Huawei was placed on a U.S. trade restriction list in 2019 amid fears it could spy on Americans.
A Rapidus factory under construction in Chitose, Hokkaido on April 26. The Tokyo-based chipmaker was set up with the aim to realize domestic production of state-of-the-art semiconductors.
BUSINESS / Companies / FOCUS
May 6, 2024
Rapidus gearing up for mass production of next-generation chips
About three years before the planned start of mass production, Rapidus faces a host of difficult challenges, especially over technology and profitability.
Advanced Micro Devices' processors and memory chips
BUSINESS / Tech
May 2, 2024
AI hardware stocks get pummeled even as big tech keeps spending
Hardware makers have seen their shares rally this year amid an arms race for artificial intelligence computing power that’s lifting sales and profits.
Samsung's Seocho building in Seoul on Tuesday. The electronics company said that its first-quarter operating profits had risen nearly tenfold year-on-year — a 931.8 percent increase — amid recovering chip prices and growing demand.
BUSINESS / Tech
Apr 30, 2024
Samsung says AI to drive technology demand in second half after strong Q1
The upbeat outlook sent its shares 1.8% higher after it reported a more than 10x rise in first-quarter operating profit.
U.S. Secretary of Commerce Gina Raimondo speaks at an event held by the National Committee on U.S.-China Relations and the U.S.-China Business Council on the sidelines of the Asia-Pacific Economic Cooperation summit in San Francisco in November.
BUSINESS / Tech
Apr 22, 2024
Raimondo says Huawei’s chip breakthrough is years behind U.S. tech
Raimondo said the technology gap shows the Biden administration’s success in imposing export controls on China.
U.S. President Joe Biden speaks as he announces a preliminary agreement with Intel for a major CHIPS and Science Act award, during a visit to the Intel Ocotillo Campus in Chandler, Arizona, on March 20.
BUSINESS / Tech / ANALYSIS
Apr 19, 2024
Latest Biden chip deal highlights U.S. semiconductor successes
Samsung is the latest beneficiary of Washington’s efforts to shore up precarious supply chains and protect its national security interests.
Once one of the country’s biggest employers, Toshiba has been trying to cut costs in its sprawling operations and focus on its infrastructure and digital technology operations.
BUSINESS / Companies
Apr 18, 2024
Toshiba considers cutting thousands of jobs in Japan
The electronics and machinery maker plans to focus resources on its infrastructure and digital operations.
Kioxia Holdings plans to go public on the Tokyo Stock Exchange as early as October.
BUSINESS
Apr 16, 2024
Kioxia plans to list as early as October as merger talks stall
Kioxia faces a June deadline to refinance as much as ¥900 billion worth of loans, and a public listing will help its negotiations with banks.
Rapidus' semiconductor foundry construction site in Hokkaido
BUSINESS / Companies
Apr 15, 2024
Chip plant wizard weathers Hokkaido’s bitter cold in latest test
Construction firm Kajima is plowing through a series of challenges to get a chipmaking factory built on time in snowy Hokkaido.
Despite being the home of TSMC’s new factory, the Kyushu region is facing hurdles toward expanding its semiconductor-related transactions.
BUSINESS / Companies
Apr 11, 2024
Developing Kyushu's chip supply chain still a challenge for TSMC
The issue partially stems from the high barrier of entry into the key semiconductor industry.
The U.S. Department of Commerce building in January 2022
WORLD / Politics
Apr 11, 2024
Firms aiding Chinese military to get AI chips now face blacklist
The companies are "involved with providing AI chips to China's military modernization programs"
Shin-Etsu Chemical is among the world's leading makers of photoresists and silicon wafers.
BUSINESS / Tech
Apr 9, 2024
Shin-Etsu Chemical to build new chip materials plant in Gunma
The plant, slated to be completed by 2026, will make photoresists, including extreme ultraviolet resists used for generative AI systems.
The TSMC plant in Phoenix, Arizona. The chipmaker's projects in Arizona have become increasingly entwined with U.S. President Joe Biden’s campaign message on revitalizing the economy.
BUSINESS / Tech
Apr 9, 2024
TSMC gets $11.6 billion in U.S. grants and loans for chip plants
TSMC’s projects in Arizona have become increasingly entwined with Biden’s campaign message on revitalizing the economy.
Naked man’s rampage in Saitama linked to one fatality and 10 injured
Police believe Daisuke Nishimura may have been involved in roughly 20 incidents in the 90 minutes leading up to his arrest, including a fatal hit-and-run and multiple assaults.
Japan set to fine cyclists on the spot for rule violations from 2026
Under new rules, those who use smartphones while riding a bicycle would be subject to the maximum fine of ¥12,000.
Japan brings forward deadline for electronic travel authorization system
Japan is planning to implement by March 2029 a new online screening system in which foreign visitors who don’t need a visa apply for a certification before entering the country.
Built in a flash, Osaka Expo pavilions wrestle with sustainability
Kengo Kuma & Associates oversaw the construction of the Malaysia pavilion, which is encased in interwoven rows of bamboo that appear to ripple.
Social media helps fuel growing 'sex tourism' in Japan
People walk down a street in the red-light entertainment area of Kabukicho in the Shinjuku district of Tokyo on March 31.
Amid uncertain tariffs, is now the time to buy a new iPhone?
An Apple store in Tokyo's Shibuya Ward in September. Prices for the newest iPhone models start at around ¥100,000 ($700) in Japan.
Built in a flash, Osaka Expo pavilions wrestle with sustainability
Kengo Kuma & Associates oversaw the construction of the Malaysia pavilion, which is encased in interwoven rows of bamboo that appear to ripple.
Japan weighs using U.S. rice imports as tariff negotiation tool with Trump
A restaurant owner pours California-grown Calrose rice into a rice cooker at his restaurant in Tokyo
Is Japan’s parliament ready to welcome more youth to its ranks?
Lower House lawmaker Kai Odake in his Tokyo office on Wednesday
Crow meat, goat tartare: Mauvaise Herbe raises its game
Crow meat, shaped into a ball and attached to a foot of the bird, is one of the peculiar offerings of game at Mauvaise Herbe.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
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Longform

Visitors walk past Sou Fujimoto's Grand Ring, which has been recognized as the largest wooden structure in the world.
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By Tomoko Otake

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