The government Monday presented a draft plan to create industry clusters in 10 regions, spotlighting semiconductors and green transformation to lure large-scale corporate investment and revive local economies. https://www.japantimes.co.jp/business/2026/05/18/industry-clusters-10-regions/?utm_medium=Social&utm_source=mastodon #business #chipmakers #investments #manufacturing #japaneseeconomy

Kioxia Holdings' shares were untraded in a glut of buy orders after the supplier of storage for artificial intelligence data centers reported soaring profit and gave an outlook that surpassed expectations. https://www.japantimes.co.jp/business/2026/05/18/companies/kioxia-shares-buy-orders/?utm_medium=Social&utm_source=mastodon #business #companies #kioxia #chipmakers #ai #stocks #datacenters

Kioxia, the world's best-performing major stock this year, said it would list its shares in the U.S. as it reaps the benefits of a global memory chip shortage that's ratcheted up prices of the vital component. https://www.japantimes.co.jp/business/2026/05/15/companies/kioxia-ai-us-shares/?utm_medium=Social&utm_source=mastodon #business #companies #kioxia #us #chipmakers #ai

Bloomberg: Dip buyers drove #technology #stocks higher, with #traders betting #chipmakers have more to run. #UK #bonds steadied after a bruising selloff #markets

1 Bloomberg: #Nasdaq100 #futures drop after a rally in #chipmakers pushed the index to back-to-back record highs. #Investors are watching #oilprices, which are down for a third day, as they wait on key #US #inflation data. 🧵 #markets

The suspension of oil from Qatar has provided a realistic preview for Taiwan of a possible Chinese blockade, which would throttle an economy anchored by the world's most advanced and power-hungry semiconductor industry. https://www.japantimes.co.jp/news/2026/05/07/asia-pacific/hormuz-taiwan-silicon-shield/?utm_medium=Social&utm_source=mastodon #asiapacific #us #donaldtrump #middleeast #iran #straitofhormuz #semiconductors #chipmakers #tsmc #china #taiwan

This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia shares, investors have been dumping them. https://www.japantimes.co.jp/business/2026/05/06/nvidia-competition-investors/?utm_medium=Social&utm_source=mastodon #business #nvidia #alphabet #chipmakers

The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant's business ecosystem. https://www.japantimes.co.jp/business/2026/05/03/nvidia-ai-asia-rally/?utm_medium=Social&utm_source=mastodon #business #nvidia #tech #chipmakers #lg #ai #stocks

The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool shipments to China's second-largest chipmaker, Hua Hong. https://www.japantimes.co.jp/business/2026/04/29/tech/us-companies-china-chipmaker-hua-hong/?utm_medium=Social&utm_source=mastodon #business #tech #semiconductors #ai #chipmakers #internet #china #us #trade