Rohm shares soar most since 2000 on Denso acquisition bid
Rohm shares surged 18%, the most in 26 years, after the Japanese chip parts maker said it had received an acquisition proposal from Denso.
Japan's Rapidus receives another ¥267.6 billion in funding
The government now controls 11.5% of the chipmaker, and that figure reaches up to 40% if nonvoting shares are converted.
South Korea’s equity benchmark has crossed a new milestone just a month after surpassing the once-unthinkable 5,000 mark, as surging global memory demand powers the country’s biggest chipmakers.
https://www.japantimes.co.jp/business/2026/02/25/tech/memory-boom-south-korean-stocks/?utm_medium=Social&utm_source=mastodon #business #tech #samsung #skhynix #chipmakers #ai #stocks #tech #southkorea
Memory boom drives South Korean stocks’ breakthrough past 6,000 level
South Korea’s equity benchmark has crossed a new milestone just a month after surpassing the once-unthinkable 5,000 mark.
The looming Taiwan chip disaster that Silicon Valley has long ignored
If China invades Taiwan and cuts off its chip exports to American companies, the tech industry and the U.S. economy would be crippled.
Japan’s exports rise most in three years as AI underpins chips
The value of overall exports gained 16.8% in January from a year earlier, the sharpest increase since November 2022, the Finance Ministry said.
Meta Platforms has agreed to deploy “millions” of Nvidia processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry.
https://www.japantimes.co.jp/business/2026/02/18/tech/meta-nvidia-pact-millions-chips/?utm_medium=Social&utm_source=mastodon #business #tech #meta #nvidia #ai #semiconductors #chipmakers
Meta deepens Nvidia ties with pact for ‘millions’ of chips
Meta was already the second-largest buyer of Nvidia products in the last fiscal year, having accounted for a total of about $19 billion.
Activist fund Palliser Capital is pushing Japanese washlet maker Toto to ramp up promotion of its little-known chip parts business in a bid to unlock value from the artificial intelligence boom.
https://www.japantimes.co.jp/business/2026/02/17/companies/activist-toto-stake-ai/?utm_medium=Social&utm_source=mastodon #business #companies #pallisercapital #ai #toto #toilets #chipmakers
Activist Palliser takes stake in toilet maker Toto in AI play
Toto’s advanced ceramics segment produces electrostatic chucks used in the manufacturing of NAND memory chips.
U.S. withdraws newly updated list of firms allegedly aiding China's military
The publication and hasty withdrawal of the list comes as U.S. President Donald Trump's administration has sought to avoid antagonizing China.
Memory chip crunch ripples through markets, with worse to come
The massive build‑out of artificial intelligence infrastructure has shifted production capacity away from traditional chips used in most consumer electronics.
Winbuzzer
The Japan Times