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November 21, 2024
 

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CHIPMAKERS

Taiwan Semiconductor Manufacturing Co. (TSMC) is the world's leading chip contract manufacturer.
BUSINESS / Tech
Jun 5, 2024
Chinese AI chip firms downgrading designs to secure TSMC production
They submitted the less-powerful designs to TSMC — the world's leading chip contract manufacturer — to comply with U.S. restrictions, sources say.
Nvidia CEO Jensen Huang gives a presentation on Sunday night before Computex Taipei’s official opening to talk about the chipmaker’s strategic plans.
BUSINESS / Tech
Jun 4, 2024
Nvidia and AMD square off in fight to take control of AI
The heads of both companies employed different tacks in conveying their expertise during back-to-back shows at the world’s largest computing conference this week in Taipei.
The Taipei 101 building in Taipei in December 2023. Taiwan was the biggest recipient of foreign inflows in May among emerging Asian countries excluding China.
BUSINESS / Tech
Jun 3, 2024
AI fever lures $2.7 billion foreign funds back to Taiwanese stocks
Taiwan’s dominant position in the AI value chain will get another boost this week as tech giants gather on the island for its annual electronics showcase event.
University of Tokyo PhD student Kei Misumi in an air shower room before entering a clean room at the university
JAPAN
May 30, 2024
Inside a semiconductor 'clean room' at Japan's top university
Japan's push into the chip industry, where it was once dominant, feels like "spring has returned," said a chip expert.
Nvidia's shares have surged nearly 13% since it forecast second-quarter revenue above Wall Street expectations last week and announced a stock split.
BUSINESS / Companies
May 29, 2024
AI darling Nvidia's market value surges closer to Apple
Nvidia's shares have surged nearly 13% since it forecast second-quarter revenue above Wall Street expectations last week and announced a stock split.
A wafer on display at the Semicon China expo in Shanghai on March 20
BUSINESS
May 28, 2024
China creates $47.5 billion chip fund to fuel self-resilience
The largest shareholder is China’s Ministry of Finance.
Taiwan Semiconductor Manufacturing Co. has pledged to build three advanced plants in the U.S. state of Arizona with total investments exceeding $65 billion.
BUSINESS / Companies
May 27, 2024
TSMC’s foreign investments are good for Taiwan, official says
TSMC is the world’s biggest contract chipmaker, with Apple and Nvidia relying on it for their most important products.
Nvidia founder and CEO Jensen Huang delivers a keynote address on the latest innovations in AI, during a developers conference at the SAP Center in San Jose, California, on March 18. Nvidia on Wednesday issued a second-quarter revenue forecast of about $28 billion, topping the $26.8 billion predicted by analysts.
BUSINESS / Companies
May 23, 2024
Nvidia delivers on AI hype, igniting $140 billion stock rally
Its shares rose as much as 7.8% in extended trading on Wednesday, taking them above $1,000 for the first time.
Microsoft Vice Chair and President Brad Smith delivers a speech at the French Microsoft headquarters in Issy-les-Moulineaux, outside Paris, on May 13.
BUSINESS / Companies
May 23, 2024
Microsoft’s UAE deal could move U.S. chips and AI technology abroad
The sales accord could progress to a second phase that entails the export of crucial components of AI technology such as model weights, Microsoft's president said.
A lithography system made by ASML at an Intel facility in Hillsboro, Oregon, on April 19.
ASIA PACIFIC / Politics
May 21, 2024
ASML and TSMC can disable chip machines if China invades Taiwan
Sources said the chipmakers have ways to shut-off the world’s most sophisticated chipmaking machines in the event of an attack.
At the factory of 4R Energy Corp. in Namie, Fukushima Prefecture, a lithium-ion electric vehicle battery is disassembled to be reused. Batteries and EVs are among the strategic industries governments around the world aim to support through their industrial policies.
COMMENTARY / Japan / Geoeconomic Briefing
May 20, 2024
Grasping industrial policy in the age of economic security
A new era of industrial policies is structured around three P's: promoting strategic industries, protecting emerging technologies and partnering with like-minded countries.
Rapidus' semiconductor foundry construction site in Chitose, Hokkaido, in December
BUSINESS
May 19, 2024
Government to consider more aid to Rapidus, industry minister says
Rapidus plans to start operating a prototype production line at the Chitose plant in April 2025 and launch mass production in 2027.
Rapidus Chairman Tetsuro Higashi speaks during an interview at the company's headquarters in Tokyo on Thursday.
BUSINESS / Companies
May 17, 2024
Rapidus 'last opportunity' to put Japan back on global chip map
Rapidus' chairman says "Japan is more than a decade behind others" in digital technology, adding that "it will require enormous money just to catch up."
The new era of U.S.-Japan cooperation exemplifies a successful public-private collaboration crucial for maintaining a competitive edge in global technology, especially amid geopolitical tensions with China.
COMMENTARY / Japan
May 16, 2024
U.S.-Japan semiconductor alliance of the future
On the geopolitical side, the U.S.-Japan alliance is on one side of the equation, with China on the other and Taiwan in the middle.
U.S. President Joe Biden speaks about new actions to protect American workers and businesses from China's "unfair" trade practices, in the Rose Garden of the White House in Washington on Tuesday.
BUSINESS / Economy / ANALYSIS
May 15, 2024
Who’s toughest on China? Biden’s tariff tactic ups ante as election looms.
U.S. president is seen to be trying to "outtrump Trump" to appeal to voters who worry about geopolitical competition or hold anti-China sentiments.
Taiwan’s experience offers valuable lessons for China, the most important being the “financialization of innovation,” whereby technology investment is funded by risk capital from the stock market rather than by the risk-adverse banking system.
COMMENTARY / World
May 15, 2024
China should emulate Taiwan’s tech policies
A small island with few natural resources, Taiwan punches well above its weight. From 1980-2008, its annual real GDP averaged 6.8%.
U.S. President Joe Biden touts the economic benefits of semiconductor investment at Intel’s Ocotillo Campus in Chandler, Arizona, on March 20.
BUSINESS / Tech
May 13, 2024
Global chips battle intensifies with $81 billion subsidy surge
The rush of funding has hardened battle lines in the U.S.-China trade war, including in nations like Japan.
TSMC’s factory in Kikuyo, Kumamoto Prefecture
BUSINESS
May 12, 2024
Kumamoto Prefecture wants to host TSMC’s third Japan plant
Kumamoto hopes enough chip-related companies will settle in the prefecture to create something akin to Taiwan’s Hsinchu Science Park.
SoftBank Group CEO Masayoshi Son in 2019. Son is said to be selling off assets from the Vision Fund’s portfolio as he prepares for possible forays into AI and related hardware.
BUSINESS / Companies
May 10, 2024
SoftBank's Vision Fund lightens asset load as Son pivots to AI and chips
Son has moved on to new obsessions, inspired in part by the success of Arm — which has soared in value to around $106 billion since its market debut.
SoftBank Group is in talks to acquire Graphcore, a struggling British semiconductor startup.
BUSINESS / Companies
May 9, 2024
SoftBank said to be in talks to buy troubled AI chip firm Graphcore
Graphcore reported just $2.7 million in revenue for 2022, a 46% drop from the prior year, according to its latest financial report.
Ishiba delays meeting with Trump, citing legal restrictions
Prime Minister Shigeru Ishiba waves upon arrival for the Asia-Pacific Economic Cooperation forum, in Callao, Peru, on Friday.
Two of America’s biggest debt holders are dumping Treasurys
The U.S. Treasury building in Washington. Investors in Japan and China sold a pile of U.S. debt in the last quarter, just before the U.S. presidential election.
Rising sex tourism exposes loopholes in Japan's anti-prostitution law
While financial misfortunes during the COVID-19 pandemic may have driven some women to work the streets, others simply want more money to spend — or want to pay off their debts — at host clubs.
Japan ranks last in romance satisfaction for second straight year
In a survey of 31 countries, Japan ranked last in terms of those who felt loved, with just 51% of respondents saying so.
Ruling coalition and DPP strike last-minute deal over economic policy
DPP policy chief Makoto Mahaguchi speaks at the party's policy gathering in Tokyo on Wednesday.
Japan, U.K. and Italy discuss inviting more countries to joint fighter project
A new concept model of a next-generation fighter jet to be jointly developed by Japan, Britain and Italy is on display in Farnborough, Hampshire, in July.
Haruki Murakami's 'The City and Its Uncertain Walls' gives deep deja vu
For “The City and Its Uncertain Walls,” translated into English by Philip Gabriel, Haruki Murakami confronts the ghosts who won't leave him alone.
Japanese expats in Asia find community through rugby
The Taiwan Fivewoods celebrate their victory at the 2023 Asian Japanese Rugby Cup in December of last year.
In Fukushima, a weekend of prose, poetry and translation
Aomori-based writer JJ Carter presented on tabletop gaming as creative inspiration for building characters and narratives.
For Dr. Nakamats, aging is just experience in action
Though he didn't win the recent gubernatorial election in Tokyo, the 96-year-old Dr. Nakamats' run was seen as inspirational in Japan's aging society.

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