Artificial intelligence has fueled a stronger-than-expected earnings season for Japan’s tech sector, with surging data-center demand prompting chipmakers and equipment suppliers to raise forecasts. https://www.japantimes.co.jp/business/2025/11/14/companies/japan-chip-sector-earnings/?utm_medium=Social&utm_source=mastodon #business #companies #chipmakers #advantest #tokyoelectron #ai
Japan’s largest tech fund says AI stocks are not in a bubble and have room to rise further. https://www.japantimes.co.jp/business/2025/11/07/companies/ai-bubble-stage-tech-fund/?utm_medium=Social&utm_source=mastodon #business #companies #ai #nomura #chipmakers #softbank
SoftBank explored a potential takeover of U.S. chipmaker Marvell Technology earlier this year, in what would have been the semiconductor industry’s largest-ever deal. https://www.japantimes.co.jp/business/2025/11/06/companies/softbank-marvell-takeover/?utm_medium=Social&utm_source=mastodon #business #companies #softbank #marvelltechnology #us #ai #chipmakers #acquisitions
Nvidia CEO Jensen Huang has warned that China will beat the United States in the artificial intelligence race, the Financial Times reported on Wednesday. https://www.japantimes.co.jp/business/2025/11/06/tech/nvidia-jensen-huang-china-ai/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #china #ai #tech #semiconductors #chipmakers
Nvidia making history last week by becoming the first company ever to have a market value of $5 trillion is just one way it’s casting a shadow over the global economy. https://www.japantimes.co.jp/business/2025/11/03/tech/nvidia-5-trillion-market/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #semiconductors #ai #chipmakers #tech #markets
The U.S. plans to announce that Dutch chipmaker Nexperia's China facilities will resume shipments, in what would be a relief for auto manufacturers worldwide who faced the imminent prospect of curbing production. https://www.japantimes.co.jp/business/2025/11/01/tech/us-nexperia-china-shipments-resume/?utm_medium=Social&utm_source=mastodon #business #tech #carmakers #chipmakers #us #donaldtrump #china #netherlands
U.S. President Donald Trump said he didn’t discuss approving sales of Nvidia’s top-of-the-line Blackwell chips to China in talks with his Chinese counterpart Xi Jinping. https://www.japantimes.co.jp/business/2025/10/31/tech/trump-xi-nvidia-blackwell-chip/?utm_medium=Social&utm_source=mastodon #business #tech #us #china #donaldtrump #xijinping #nvidia #chipmakers
Honda Motor has halted vehicle production at a plant in Mexico due to a semiconductor shortage linked to the disrupted supply from Netherlands-headquartered Chinese chipmaker Nexperia, officials have said. https://www.japantimes.co.jp/business/2025/10/30/companies/honda-mexico-production-halt/?utm_medium=Social&utm_source=mastodon #business #companies #honda #mexico #china #nexperia #chipmakers #carmakers
Nvidia achieved a historic $5 trillion market capitalization on Wednesday as CEO Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights. https://www.japantimes.co.jp/business/2025/10/30/tech/nvidia-5-trillion-firm-ai/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #ai #semiconductors #chipmakers #tech #jensenhuang
Tareq Amin, the head of Saudi Arabia’s artificial intelligence startup Humain, says he is confident the U.S. will clear the sale of advanced chips to the kingdom after his firm pledged to steer clear of China's Huawei. https://www.japantimes.co.jp/business/2025/10/29/tech/saudi-ai-huawei-us-chips/?utm_medium=Social&utm_source=mastodon #business #tech #saudiarabia #ai #tech #china #semiconductors #chipmakers #us #huawei #tareqamin
Nvidia CEO Jensen Huang has said that the U.S. can win the AI battle if the world, including China’s massive developer base, runs on Nvidia systems. https://www.japantimes.co.jp/business/2025/10/29/tech/nvidia-ai-supercomputers-us-china/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #chipmakers #semiconductors #ai #china #us #trade
Chinese producers of polysilicon for solar panels signaled a turnaround in the industry after years of steep losses. https://www.japantimes.co.jp/business/2025/10/27/tech/china-solar-silicon-makers/?utm_medium=Social&utm_source=mastodon #business #tech #solar #renewables #semiconductors #chipmakers #china
Nexperia notified its Japanese automotive customers that it may no longer be able to guarantee supply, triggering renewed concern about upheaval at the Dutch chipmaker snarling global supply chains. https://www.japantimes.co.jp/business/2025/10/23/companies/chipmaker-short-supply-japan-auto-parts/?utm_medium=Social&utm_source=mastodon #business #companies #nexperia #cars #carmakers #chipmakers
Automakers are bracing for more potential chip disruption, with China’s retaliatory export controls on an obscure Dutch supplier threatening to set off a chain reaction that could halt production lines. https://www.japantimes.co.jp/business/2025/10/17/carmakers-chips-china-trade/?utm_medium=Social&utm_source=mastodon #business #china #cars #trade #europe #chipmakers
Businesses across the global semiconductor supply chain are bracing themselves for disruptions from China’s most targeted move yet to limit their supplies of rare-earth materials amid its trade war with the U.S. https://www.japantimes.co.jp/business/2025/10/11/economy/china-chips-rare-earths-focus/?utm_medium=Social&utm_source=mastodon #business #economy #chipmakers #computers #us #china #uschinarelations #trade #tariffs #globaleconomy #ai #donaldtrump #xijinping
China dramatically expanded its rare earths export controls, adding five elements and extra scrutiny for semiconductor users ahead of talks between Presidents Donald Trump and Xi Jinping. https://www.japantimes.co.jp/business/2025/10/10/china-rare-earth-restrictions/?utm_medium=Social&utm_source=mastodon #business #china #rareearths #chipmakers #us #china
Faced with a long slump in their mainline petrochemical operations, major Japanese chemical makers are working with other companies over businesses related to semiconductor materials. https://www.japantimes.co.jp/business/2025/10/08/companies/chemical-firms-next-generation-chips/?utm_medium=Social&utm_source=mastodon #business #companies #chipmakers #chemicals #mitsuichemicals #resonac #mitsubishichemicalgroup
Including an equity investment from Nvidia, the Elon Musk-backed artificial intelligence startup xAI is raising more financing than initially planned to bring its ongoing funding round to $20 billion. https://www.japantimes.co.jp/business/2025/10/08/tech/nvidia-musk-xai-20-billion/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #chipmakers #ai #semiconductors #elonmusk #xai
OpenAI has signed a multiyear partnership with chipmaker Advanced Micro Devices as the ChatGPT-maker continues an investment spree. https://www.japantimes.co.jp/business/2025/10/06/companies/openai-amd-chip-deal/?utm_medium=Social&utm_source=mastodon #business #companies #openai #chipmakers #tech #amd #ai
Mitsubishi Electric has completed construction of a new facility for producing power semiconductors at a plant in Kikuchi, Kumamoto Prefecture, which will start operations in November. https://www.japantimes.co.jp/business/2025/10/02/companies/mitsubishi-new-chip-plant-kumamoto/?utm_medium=Social&utm_source=mastodon #business #companies #mitsubishielectric #chipmakers #kumamoto