The Japan TimesJun 12
Memory chipmaker Kioxia Holdings replaced Toyota Motor to become Japan's largest company by market value, underscoring how the global artificial intelligence boom is reshaping the country's corporate landscape. https://www.japantimes.co.jp/business/2026/06/12/companies/kioxia-ai-valuable-firm/?utm_medium=Social&utm_source=mastodon #business #companies #kioxia #ai #chipmakers #toyota #softbank
Kioxia becomes Japan’s most valuable firm as AI mania goes on

Shares of the Japanese memory chipmaker surged 7.6% Friday, lifting its market value above ¥44 trillion ($274 billion) just 18 months after its stock market debut.

The Japan Times
The Japan TimesJun 11
Rapidus will sign agreements with public institutions in Britain and Italy on research and development cooperation, according to executives of the Japanese semiconductor company. https://www.japantimes.co.jp/business/2026/06/11/companies/rapidus-tieup/?utm_medium=Social&utm_source=mastodon #business #companies #rapidus #chipmakers #uk #italy #tech #sanaetakaichi
Rapidus to cooperate with British and Italian institutions

The Japanese semiconductor company will sign agreements with public institutions in the two countries during Prime Minister Sanae Takaichi’s trip to Europe on Saturday.

The Japan Times
The Japan TimesJun 9
Taiwan is considering much stricter export controls on AI chip sales to China to further align with U.S. measures. https://www.japantimes.co.jp/news/2026/06/10/asia-pacific/politics/taiwan-ai-chip-sales-china-us/?utm_medium=Social&utm_source=mastodon #asiapacific #politics #taiwan #china #semiconductors #us #nvidia #chipmakers
Taiwan eyes curbs on AI chip sales to China to align with U.S.

The move would mark an effort to address semiconductor smuggling but risks drawing a rebuke from Beijing.

The Japan Times
FllicsJun 8

Market Talk: ‘Debate still raging’ over memory chip demand

South Korea's KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don't know if memory chip demand is cyclical or in a supercycle, but chipmakers' revenues could justify valuations moving higher. #News #Reuters #Newsfeed #chipmakers #skhynix #samsung #aistocks 👉 Subscribe: Keep up with the latest news from around the world:…

https://fllics.com/en/video/market-talk-debate-still-raging-over-memory-chip-demand/

Market Talk: 'Debate still raging' over memory chip demand

South Korea's KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don't know if memory chip demand is cyclical or in a supercycle, but chipmakers' revenues could justify valuations moving higher. #News #Reuters #N

Fllics
The Japan TimesJun 4
Nvidia CEO Jensen Huang is returning to South Korea with a charm offensive that reflects the country's rising importance in AI chips, robotics and the next wave of physical AI. https://www.japantimes.co.jp/business/2026/06/04/nvidia-ceo-south-korea/?utm_medium=Social&utm_source=mastodon #business #nvidia #southkorea #jensenhuang #tech #chipmakers #samsung #skhynix
Nvidia CEO mounts charm push in South Korea with TV talk show and baseball appearances

Jensen Huang is returning to South Korea with a charm offensive that reflects the country's rising importance in AI chips, robotics and the next wave of physical AI.

The Japan Times
The Japan TimesJun 3
Toilet-maker Toto expects spending in its chip-related operations to make up more than half of its total capital expenditures in coming years, as it chases new gains from an artificial intelligence surge. https://www.japantimes.co.jp/business/2026/06/03/companies/toto-ai/?utm_medium=Social&utm_source=mastodon #business #companies #toto #ai #chipmakers #toilets
Toilet-maker Toto hikes capital expenditures to meet AI demand for its ceramics

The company is capitalizing on an unexpected surge in demand from chip gear makers seeking ceramics able to withstand dirt particles, corrosive materials and high temperatures.

The Japan Times
The Japan TimesJun 1
Nvidia's new RTX Spark Superchip, a combination of microprocessor and graphics chip that will run the Windows for Arm operating system, is set to debut in laptops and desktops this fall. https://www.japantimes.co.jp/business/2026/06/01/tech/nvidia-windows-laptop-intel-amd/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #microsoft #intel #amd #chipmakers #semiconductors
Nvidia enters Windows PC market, taking on Intel and AMD

Its new RTX Spark Superchip will debut this fall in laptops and desktops running the Windows for Arm operating system from brands including Dell and Lenovo.

The Japan Times
The Japan TimesJun 1
The U.S. Department of Commerce has moved to close a potential loophole ​it had created that may have led companies to export the ‌world's most advanced ‌chips to Chinese entities located outside the country. https://www.japantimes.co.jp/business/2026/06/01/tech/us-nvidia-ai-chip-shipments-china/?utm_medium=Social&utm_source=mastodon #business #tech #us #nvidia #ai #chipmakers #semiconductors #china
U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside China

Nvidia and AMD's chips may have been making their ⁠way to Chinese entities despite U.S. efforts to starve China of the semiconductors needed to develop critical AI capabilities.

The Japan Times
The Japan TimesMay 29
Taiyo Yuden says it is fielding "scary" levels of demand for its high-end artificial intelligence server components, stretching capacity and increasing the risk of supply chain snags. https://www.japantimes.co.jp/business/2026/05/29/companies/taiyo-yuden-ai-demand/?utm_medium=Social&utm_source=mastodon #business #companies #taiyoyuden #ai #tech #chipmakers
Taiyo Yuden sees ‘scary’ levels of AI parts demand risking supply chain

The Tokyo-based company and Murata Manufacturing comprise the bulk of the world's supplies of high-end multilayer ceramic capacitors needed for artificial intelligence.

The Japan Times
The Japan TimesMay 29
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia artificial intelligence chips to China after first exporting them to Japan https://www.japantimes.co.jp/business/2026/05/28/taiwan-china-nvidia-smuggle/?utm_medium=Social&utm_source=mastodon #business #china #taiwan #nvidia #chipmakers #tech #smuggling
Taiwan suspects Nvidia chips smuggled to China via Japan

Japan is one of many locations in Asia where Chinese companies access American AI chips — by renting hardware that's owned by foreign firms and installed in overseas data centers.

The Japan Times