Semiconductors

Taiwan's PSMC and SBI Holdings, a Japanese investment company, announced in July plans to build a chip plant in Japan at a location still to be determined. 
Semiconductors

Taiwan's PSMC to build chip plant in Miyagi with Japan's SBI

Pair to invest $2.6bn in foundry as Tokyo promotes secure supply chains

27 October 2023
Intel expects to return to revenue growth in the current quarter.
Semiconductors

Intel optimistic about China despite U.S. chip export curbs

CEO sees no major threat from Nvidia's Arm PC chips

27 October 2023
U.S. President Joe Biden speaks at an event on Oct. 23, flanked by U.S. Commerce Secretary Gina Raimondo. Washington is offering $52 billion to strengthen the American semiconductor industry.
Semiconductors

U.S. eyes 5-year timeline for China chip decoupling

Extended export waivers for Samsung, TSMC and more indicate shift in Washington

27 October 2023
Kioxia has been looking to merge with Western Digital's memory chip business. (Photo courtesy of Kioxia Holdings)
Semiconductors

Western Digital and Kioxia scrap memory chip merger talks

Companies fail to bring SK Hynix and Bain on board with plan

27 October 2023
Renesas, a major maker of microcontroller units for cars, saw a 2.9% year-on-year operating profit drop in the nine months ending in September. 
Semiconductors

Japan's Renesas says auto chips stable, warns of U.S. strike impact

Consumer electronics segment hit by slower demand for devices as inflation rises

26 October 2023
Denso President Shinnosuke Hayashi speaks at Japan Mobility Show on Oct. 26 in Tokyo. (Photo by Kyohei Suga)
Semiconductors

Toyota supplier Denso to invest $3.3bn in chip business

Auto parts maker aims to expand semiconductor production via alliances

26 October 2023
Tengku Zafrul Abdul Aziz, Malaysia's minister of investment, trade and industry, speaks with Nikkei Asia in Kuala Lumpur on Oct 25. (Photo by Hiroki Endo)
Interview

Malaysia ready to become Southeast Asian EV hub, trade minister says

Zafrul confident that country's electronics industry can supply 1,400 components

26 October 2023
Globalwafers Chair and CEO Doris Hsu: Hsu has said her company will start qualification and test production of 8-inch SiC wafers next year. (Photo by Cheng Ting-Fang)
Semiconductors

Globalwafers to mass produce advanced SiC wafers by 2025

Global race for power semiconductors used in EVs is heating up

26 October 2023
Osaka Organic President Masayuki Ando says wider adoption of ultra-advanced EUV chipmaking will boost sales of specialty chemicals. (Nikkei montage/Source photos courtesy of Osaka Organic Chemical Industry) 
Semiconductors

Niche Japan chemical supplier eyes sales boost as chip race heats up

Osaka Organic keen on EUV market as TSMC and others pile into new production tech

26 October 2023
SK Hynix says that its chip business is steadily recovering thanks to growing demand for high-performance memory chips, though the company is still losing money.
Semiconductors

SK Hynix reports $1.3bn Q3 operating loss on chip slump

South Korean chipmaker loses money for fourth straight quarter

26 October 2023
Malaysia's trade minister, Tengku Zafrul Abdul Aziz, says the Southeast Asian nation is pushing to expand its market access and build a resilient supply chain for manufacturing sectors.
Supply Chain

Malaysia plans to accelerate its EV and chip sectors as supply chains shift

Officials and business leaders call for resilient trade during Kuala Lumpur forum

25 October 2023
Nvidia says the accelerated timing of the U.S. licensing requirement won't have a serious near-term effect on its earnings.
US-China tensions

U.S. tells Nvidia to halt shipping some AI chips to China immediately

Move affects sales of China-specific A800 and H800 models, and the new L40S processor

25 October 2023
TSMC subsidiary Vanguard International Semiconductor has long focused on 8-inch chip production but is now looking to expand into more advanced 12-inch production.
Semiconductors

TSMC affiliate eyes Singapore for its most advanced chip plant

VIS is moving into 12-inch wafers as it looks to tap automotive industry demand

23 October 2023
Nikkei examines China's growing impact on the lithium supply chain in this three-part infographic series.
Supply Chain

Lithium wars: The global struggle for 'white diamonds'

China's impact on supply chains is affecting access to this critical resource

22 October 2023
Wendy Cutler, former acting deputy U.S. trade representative, speaks at the Mount Fuji Dialogue in Tokyo on Oct. 21. (Photo by Satoko Kawasaki)
International relations

U.S. tech export curbs may not fit Japan's interests: former trade official

Security experts highlight 'challenges' in coordinating action against China

21 October 2023
Alan Estevez, U.S. under secretary of commerce for industry and security, speaks during an interview in Tokyo on Oct. 21. (Photo by Suzu Takahashi)
US-China tensions

U.S. considering curbing China's cloud access, official says

Washington fears Beijing could use cloud-based tech to develop military AI

21 October 2023
Japan's Kioxia hopes to combine with Western Digital's memory chip business. (Photo by Nami Matsuura)
Business deals

Western Digital, Kioxia secure $13bn in financing for chipmaking merger

Focus turns to getting SK Hynix approval for deal between U.S., Japanese firms

21 October 2023
A worker inspects chips at a semiconductor packaging firm in Malaysia: Roughly 90% of the back-end work to make semiconductors ready for installation is done in Asia.
Opinion

Chipmaking subsidies are not the answer to supply security worries

U.K. is taking right approach by focusing on areas of comparative advantage

20 October 2023
An advanced chip from a Huawei Mate 60 Pro smartphone. In some ways, the U.S. clampdown on Huawei has been a success, but the Chinese tech giant has still managed to thrive. (Nikkei Montage/Source photos by Getty Images)
Business Spotlight

How China's tech ambitions slip through the U.S. export control net

Experts reveal weak points and strengths of America's clampdown

20 October 2023
Analysts expect the downturn in the chip industry will soon run its course, but TSMC founder Morris Chang says competition will only grow.
Semiconductors

TSMC says PC and smartphone markets starting to bottom out

Chipmakers logs quarterly profit drop but says 2024 could be 'healthy'

19 October 2023
Lam Research is one of the big three U.S. suppliers of chipmaking equipment. (Photo by Tomoki Mera)
Semiconductors

Lam Research sees no material impact from new U.S. chip curbs

China accounts for nearly 50% of quarterly revenue despite export controls

19 October 2023
Dutch semiconductor ASML controls the market for DUV lithography machines, essential tools for chipmaking.
Semiconductors

ASML stays optimistic on China as sales surge amid U.S. chip curbs

Company expects 10-15% current shipment to China hit by new export controls

19 October 2023
Nvidia CEO Jensen Huang, left, and Foxconn Chairman and CEO Young Liu at Foxconn's annual technology day event in Taipei on Oct. 18.
Technology

Foxconn and Nvidia CEOs say they will step up AI collaboration

Taiwanese iPhone assembler has a long relationship with U.S. chip company

18 October 2023
The U.S. is implementing export curbs to prevent Beijing from getting cutting-edge chip technologies that can be used for military purposes. 
US-China tensions

Nvidia and other chip stocks sink after new U.S. export curbs on China

Supply constraints make rush-ordering AI chips difficult before implementation

18 October 2023
Kioxia hopes to merge with Western Digital's memory chip business, but SK Hynix could derail the plan. (Kioxia Holdings)
Semiconductors

SK Hynix balks at Western Digital-Kioxia memory chip merger

South Korean chipmaker proposes SoftBank tie-up as backup plan

18 October 2023