Kioxia, Samsung reap benefits of spending surge, but investors start to doubt staying power


AI investment fuels robust demand for semiconductor memory

Weak outlook overshadows 21% revenue growth driven by data centers and AI
Country draws Foxconn, Samsung high-tech manufacturing as alternative to China
Semiconductor demand helps blunt trade deficit fueled by high crude prices
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Stock still slumps with investors unhappy about AI boom's dividends
TPUs become 'meaningful' contributor with nearly 100 customers
Company's backers become early bet for hedge funds
South Korean chipmaker says products are sold out till end of decade
Emerging contract manufacturers reap benefits of supply-chain strategy reversal
Once commoditized, PCBs have now become essential AI building blocks
AI-led expansion continues to drive economy while private consumption dips
Low order volumes and supply chain issues affect price competitiveness
Decision comes days after South Korean regulators said listing would violate duplicate listing ban
President aims to secure economy, legacy by investing AI gains in faded southern city
Joint venture of Japan's Tanaka, Malaysian recycler MEP targets April 2029 start
Trading house eyes robust demand from semiconductor plant construction
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Dispute is over pay and bonuses not reflecting AI memory profits
Semiconductor designer pushes into advanced tech as it expands beyond US and China
Roadmap for first 5 years of plan to be drawn up by year-end
US manufacturer sticks with 6F-squared and 3D DRAM even as Chinese rival touts breakthrough
World's No. 4 handset maker aims to double high-end sales in Europe in 2027
Imports slowed by lower crude oil arrivals help narrow trade deficit to $3.39bn
Oct. 22 stoppage framed as a warning rather than a break in talks
With need to prove quality, lack of domestic customers pushes firms to seek tie-ups abroad
Lip-Bu Tan defends Trump stake, assesses chips from China as not far behind US tech
Taiwan's FICG pursues China +1 strategy at request of US customers
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times