Semiconductors

    Data center demand is driving sharp growth in Kioxia memory sales, while rising chip prices lift its smartphone business.
    Semiconductors

    Kioxia net profit to surge 15-fold to $8.7bn this quarter

    AI investment fuels robust demand for semiconductor memory

    30 October 2026
    Intel issued weaker-than-expected guidance for the fourth quarter, with revenue expected to be in the range of $15 billion to $16 billion. (Photo by Suzu Takahashi)
    Semiconductors

    Intel shares sink more than 20% as PC slowdown stretches into 2027

    Weak outlook overshadows 21% revenue growth driven by data centers and AI

    30 October 2026
    The Vietnamese government's massive public investments are also a factor behind the country's growth.
    Economy

    Vietnam to overtake Indonesia in per capita GDP in 2026: IMF

    Country draws Foxconn, Samsung high-tech manufacturing as alternative to China

    30 October 2026
    Export prices for both DRAM and NAND memory chips have soared. (Photo by Shintaro Ino) 
    Semiconductors

    AI boom, soaring memory prices lift Japan's chip exports 41%

    Semiconductor demand helps blunt trade deficit fueled by high crude prices

    30 October 2026
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    #techAsia

    Alphabet spells out more AI capex, China+1 doesn't add up

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    29 October 2026
    The world's largest memory chipmaker said on Oct. 29 that strong demand for its products is expected to continue, driven by accelerating competition to build AI infrastructure and the widespread adoption of personal AI agents.
    Semiconductors

    Samsung posts tech's biggest ever profit with blockbuster third quarter

    Stock still slumps with investors unhappy about AI boom's dividends

    29 October 2026
    Alphabet shares plunged more than 9% in extended trading Wednesday.
    Technology

    Google parent's revenue jumps 25% as homegrown AI chips take on Nvidia

    TPUs become 'meaningful' contributor with nearly 100 customers

    29 October 2026
    Overseas investors are now less interested in Kioxia itself than in how Toshiba will use the proceeds from selling its stake in the memory maker. (Source photos by Nikkei)
    Companies

    Toshiba relisting hopes spark investor excitement beyond Kioxia

    Company's backers become early bet for hedge funds

    29 October 2026
    Analysts say SK Hynix's quarterly earnings have not yet peaked and that their upward trajectory will likely continue at least through next year.
    Semiconductors

    SK Hynix quarterly profit soars sevenfold to $63bn on strong memory demand

    South Korean chipmaker says products are sold out till end of decade

    28 October 2026
    HP and Asus are among PC makers returning some production to China after building facilities in Vietnam and Thailand as part of a "China+1" diversification strategy. (Illustration by Michael Tsang)
    Tech Asia

    HP and Asus shift some PC making back to China due to AI-driven cost hikes

    Emerging contract manufacturers reap benefits of supply-chain strategy reversal

    28 October 2026
    Circuit boards have been transformed to meet the sophisticated demands of AI servers. (Photo by Cheng Ting-fang)
    Supply Chain

    AI boom sparks circuit board crunch across global tech supply chain

    Once commoditized, PCBs have now become essential AI building blocks

    27 October 2026
    People walk in a shopping area in Seoul on Oct. 1, 2025. (AP Photo/Ahn Young-joon)
    Economy

    South Korea's economy grows 1.0% in 3rd quarter on chip boom

    AI-led expansion continues to drive economy while private consumption dips

    27 October 2026
    Due to capital constraints and a longer development cycle, India's chip design startups are struggling to produce semiconductors at the volume necessary to make them competitively priced in the market.
    Semiconductors

    India's chip design startups struggle with final commercial hurdle

    Low order volumes and supply chain issues affect price competitiveness

    26 October 2026
    U.S. flash memory maker Solidigm was created by SK Hynix five years ago after it paid $9 billion for rival chipmaker Intel's NAND unit.
    Semiconductors

    SK Hynix abandons plan for US unit's IPO, citing market volatility

    Decision comes days after South Korean regulators said listing would violate duplicate listing ban

    23 October 2026
    Residents of the South Korean city of Gwangju look up at a sign saying, "Semiconductors are coming," touting a large public-private investment in chip manufacturing in the area.  (Photo by Ahn Seong-bok)
    Policy Asia

    South Korea's Lee bets $1tn on Gwangju as future tech hub

    President aims to secure economy, legacy by investing AI gains in faded southern city

    23 October 2026
    Tanaka MEP Refinery's recycling plant, announced this month, will recover scrap containing precious metals from the production of semiconductors and electronic components. (Tanaka Precious Metal)
    Materials

    Malaysia precious metal recycling plant to supply gold for chipmaking

    Joint venture of Japan's Tanaka, Malaysian recycler MEP targets April 2029 start

    23 October 2026
    North America is Hitachi Construction Machinery’s largest market, but the company also holds a high share in Taiwan. (Photo by Reiko Otake)
    Business deals

    Itochu to buy Hitachi Construction Machinery's Taiwan sales unit

    Trading house eyes robust demand from semiconductor plant construction

    23 October 2026
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    #techAsia

    Tech at the plate for Asian baseball climax

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    22 October 2026
    Micron workers at the company's Taoyuan facility in Taiwan have been locked in a dispute with management over bonuses and profit-sharing as the AI boom nets record profits for memory chipmakers.
    Semiconductors

    Taiwan's first-ever chip workers strike hits Micron plant

    Dispute is over pay and bonuses not reflecting AI memory profits

    22 October 2026
    SkyeChip founder and CEO Fong Swee Kiang poses for a portrait during an interview in Penang, Malaysia. (Photo by Norman Goh)
    Semiconductors

    Malaysia's SkyeChip joins SoftBank-backed AI memory project in Japan

    Semiconductor designer pushes into advanced tech as it expands beyond US and China

    22 October 2026
    Prime Minister Sanae Takaichi speaks at a growth strategy council meeting on Oct. 1. (Photo by Ken Suzuki)
    Economy

    Japan growth strategy to focus on chips in short term, AI in medium term

    Roadmap for first 5 years of plan to be drawn up by year-end

    22 October 2026
    Micron Technology is one of the world's largest makers of memory chips. (Photo by Shintaro Ino)
    Semiconductors

    Micron won't pursue 4F-squared memory chips despite CXMT's advance: CTO

    US manufacturer sticks with 6F-squared and 3D DRAM even as Chinese rival touts breakthrough

    22 October 2026
    Smartphones in the new Find X10 series, launched at an Oppo event in Mallorca, Spain on Oct. 21, feature Hasselblad lenses. (Oppo)
    Technology

    China's Oppo pushes premium smartphones to combat component crunch

    World's No. 4 handset maker aims to double high-end sales in Europe in 2027

    22 October 2026
    Shipping containers pile up at a pier in the city of Yokohama, south of Tokyo. (Photo by Rie Ishii)
    Trade

    Japan's September exports rise 16.7%, helped by chip demand

    Imports slowed by lower crude oil arrivals help narrow trade deficit to $3.39bn

    21 October 2026
    The newly opened Micron Advanced Assembly and Test Taiwan 2 (AATT2) facility in Taichung, Taiwan, on Oct. 15.
    Semiconductors

    Micron union in Taiwan to launch one-day strike as bonus dispute escalates

    Oct. 22 stoppage framed as a warning rather than a break in talks

    20 October 2026
    While some Indian chemical companies are betting on a Tata Electronics-built fab in the state of Gujarat to develop their customer base and prove their quality, other companies are looking to foreign joint ventures to speed up the process.
    Semiconductors

    Indian chemical firms turn to foreign partners to crack chip supply chains

    With need to prove quality, lack of domestic customers pushes firms to seek tie-ups abroad

    19 October 2026
    The U.S. government, SoftBank Group and rival chipmaker Nvidia have all taken equity stakes in Intel to support its recovery.
    Semiconductors

    Intel chief says contract chip business needs 'strong' government support

    Lip-Bu Tan defends Trump stake, assesses chips from China as not far behind US tech

    17 October 2026
    FICG began mass production earlier this year at its first Malaysian factory under its subsidiary Pro3C, and announced major expansion plans at this week's official opening ceremony. (Photo by Lauly Li)
    Supply Chain

    Optical parts maker to triple Malaysian capacity to tackle AI supply crunch

    Taiwan's FICG pursues China +1 strategy at request of US customers

    16 October 2026
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    #techAsia

    Robot dolls, chip shortages and Apple's soft sales

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    16 October 2026