Supply Chain

 AUO holds the latest in-vehicle display technology including large, curved liquid crystal displays that can be placed in the dashboard. (Image courtesy of the company)
Technology

Taiwan's AUO shifts toward upstream automotive display production

Panel maker acquires German parts supplier to deal directly with automakers

28 October 2023
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
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
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
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
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
A lithium mine in Australia's Northern Territory. The country is a major producer of the critical mineral, used in electric vehicle batteries.
Supply Chain

Australia doubles critical minerals funding with $1.2bn boost

PM Albanese pursues stronger supply chain to reduce China risk

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
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
Electric vehicles are assembled on the production line at Leapmotor's factory in Jinhua, Zhejiang province, China, on April 26. (China Daily via Reuters)
Trade

China to curb exports of key EV battery material from Dec. 1

Western electric vehicle makers rush to secure graphite supplies

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
Price cuts are denting Tesla's earnings.
Technology

Tesla quarterly profit drops more than 40% amid price reductions

Elon Musk calls the cuts necessary due to high interest rates

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
TSMC founder Morris Chang attends a sports day event in Hsinchu, Taiwan, on Oct. 14. (Photo by Ken Kobayashi)
Semiconductors

TSMC's Morris Chang says tougher competition in store for chipmaker

Founder adds Japan and Singapore are well-positioned to win as industry evolves

14 October 2023
TSMC's wafer fabrication plant in Nanjing, in east China's Jiangsu province: The company is applying for permanent approval to ship U.S. chip equipment to Nanjing.
Semiconductors

TSMC seeks permanent U.S. approval to supply China chip plant

Move to ensure access to tools comes as Washington prepares for tighter controls

13 October 2023
Japan seeks to provide support for industries like semiconductors while keeping them safe with export controls. (Photo by Masayuki Kozono)
Politics

Japan to defend chips, other tech with new economic security plan

Document due out this month will call for subsidies, export controls

13 October 2023
A drill on Oct. 12 simulated an attack on the control system for a robotic arm at a factory. (Photo by Riho Nagao)
Defense

Japan, U.S., EU hold cyber defense drill with India, ASEAN support

Infrastructure-focused training includes responding to attacks on factory robots

12 October 2023
Vietnam's VinFast is absorbing sister company VinES, which is building a battery factory in the country with China's Gotion. (Photo by Lien Hoang)
Automobiles

Vietnam EV maker VinFast to absorb lithium battery affiliate

Nasdaq-listed company drives to end reliance on Samsung and CATL

12 October 2023
China plays a major role in supply chains for clean energy products, including making at least 90% of substrates used in solar panels. (Photo by Shinya Sawai)
Supply Chain

Japan, World Bank diversify renewable energy supply chains

Emerging countries to get help to boost manufacturing, with eye on easing China dependence

12 October 2023
Multilayer ceramic capacitors are used in electric vehicles, telecom networks and other technology. (Photo courtesy of Murata Manufacturing)
Supply Chain

Japan to add advanced electronic parts to critical supplies list

Supply chains for multilayer ceramic capacitors would be protected

12 October 2023
Amkor has put its factory in Bac Ninh, a province Samsung turned into an electronics epicenter after arriving more than a decade ago. (NIKKEI montage/Source phots by AP and Getty)
Semiconductors

Amkor unveils $1.6bn Vietnam chip factory for packaging, assembly

Country's latest semiconductor project will serve auto and computing clients

11 October 2023