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Tag - chipmakers

 
 

CHIPMAKERS

Sony Semiconductor Solutions and TSMC are partnering on next-generation image sensors for robots and cars, a person familiar with the plans says.
BUSINESS / Companies
Aug 10, 2026
Sony and TSMC to invest ?1 trillion in joint chip plant in Japan
The Japanese company¡¯s chip arm Sony Semiconductor Solutions and TSMC are partnering on next-generation image sensors for robots and cars.
Artificial intelligence at times sees power usage spike as much as 50% above its design capacity.
BUSINESS / Tech
Aug 6, 2026
AI¡¯s volatile power demand is damaging its own data centers
Power increments equivalent to the consumption of cities can appear and disappear within seconds, creating repeated shocks that connected equipment struggles to absorb.
For the three months to June, SoftBank booked gains from its bets on Intel, whose shares more than tripled during the quarter.
BUSINESS / Companies
Aug 6, 2026
SoftBank beats profit expectations as chip bets compensate for muted AI gains
The Tokyo-based technology investor¡¯s net income fell 18% to ?347.3 billion in its fiscal first quarter, compared with a market estimate of about ?166 billion.
Pedestrians walk past the SK Hynix headquarters in Icheon on July 29. SK Hynix has facilities in Dalian and Wuxi in China.
BUSINESS / Tech
Aug 5, 2026
Samsung and SK Hynix test Chinese chip tools as hedge against U.S. risks
They are wary that future ?restrictions could extend beyond new equipment ?to the servicing, repair or replacement of Western tools already installed at their Chinese plants.
U.S. solar manufacturing has expanded since Congress created tax incentives in 2022.
BUSINESS / Tech
Aug 5, 2026
U.S. weighs polysilicon tariffs to counter China in solar and chips
The decision, expected to come later this month, aims to protect U.S. polysilicon factories from growing Chinese ambitions in the chip supply chain.
Sony¡¯s Kumamoto Technology Center (center right) and Taiwan Semiconductor Manufacturing Co.¡¯s Kumamoto Plant (center left) in Kikuyo town, Kumamoto Prefecture, on July 29
BUSINESS / Companies
Aug 5, 2026
Chip plants begin restarting operations in quake-hit Kumamoto
The quick recovery comes as damage was relatively limited compared with that from the two successive major earthquakes that hit the prefecture about 10 years ago.
An Alibaba Cloud AI Tech Day event in Kuala Lumpur in February 2025. Malaysia has emerged as an unlikely winner in the race to build AI infrastructure.
BUSINESS / Tech
Aug 3, 2026
AI and chips are turning Malaysia into Asia¡¯s growth standout
Malaysia¡¯s emergence as an artificial-intelligence manufacturing hub marks a striking turnaround for the country.
Kioxia Holdings on Friday forecast operating income of ?3.16 trillion ($19.7 billion) for its fiscal half-year, which translates into a weaker-than-anticipated ?1.89 trillion projection for the current quarter.
BUSINESS / Companies
Jul 31, 2026
Kioxia¡¯s outlook miss clouds optimism about memory chip boom
The firm forecast operating income of ?3.16 trillion for its fiscal half-year, which translates into a weaker-than-anticipated ?1.89 trillion projection for the current quarter
SK Hynix memory modules. For the full year, the company is projected to earn more in profits than it has made in the prior 27 years combined.
BUSINESS
Jul 31, 2026
Samsung and SK Hynix answer AI doubters with big numbers and deals
Market participants want answers to a far bigger question than last quarter¡¯s profitability: Is the pace of AI infrastructure spending sustainable?
ChangXin Memory Technologies has risen to become the world¡¯s fourth-biggest maker of memory, including the DRAM ?variety used in smartphones, laptops and servers.
BUSINESS / Tech
Jul 27, 2026
China¡¯s memory chip makers ride AI boom to new power ¡ª and U.S. scrutiny
Memory chips were once a low-margin business, but the global buildout of AI data centers has transformed them into one of the world¡¯s most sought-after products.
A Kioxia plant in Iwate Prefecture. Kioxia Holdings faces more wild price swings with leveraged exchange-traded funds tracking its shares set to be listed in the U.S.
BUSINESS / Companies
Jul 27, 2026
Kioxia faces more volatility as leveraged ETFs hit Japan stocks
The Japanese memory chipmaker is in the crosshairs of a rush by investors to ramp up bets on the AI boom that has turned leveraged ETFs into a $270 billion business.
The release of Moonshot¡¯s Kimi K3 model upended assumptions that Chinese AI capabilities were meaningfully behind U.S. leaders such as OpenAI and Anthropic.
BUSINESS / Tech
Jul 23, 2026
White House official says Moonshot accessed banned Nvidia chips
The official claimed the Chinese company violated U.S. export control rules and companies¡¯ terms of service to build its product.
Senior politicians and technology company representatives pose for photographs after a memorandum of understanding signing ceremony during a public briefing on the development vision for advanced industry in South Korea's southwestern region, in Gwangju, South Korea, on June 30.
ASIA PACIFIC
Jul 21, 2026
Power and water needs test South Korea¡¯s push to build AI chip hub
South Korea has said it wants to establish a new semiconductor hub in its southwest within four years, but local opposition to the project's massive power and water needs is set to be among its biggest obstacles.
Wendell Huang, chief financial officer of Taiwan Semiconductor Manufacturing Co., speaks to the media following a news conference in Taipei on Thursday.
BUSINESS / Tech
Jul 20, 2026
TSMC¡¯s $265 billion U.S. spend driven by demand and rivals, CFO says
The company, fresh off reporting expectation-beating sales and profit and increasing its growth forecasts, still sees challenges in fulfilling all customer orders.
Kei Uruma, chief executive officer of Mitsubishi Electric, says his firm aims to reach a deal by September with rivals Toshiba and Rohm to combine their power semiconductor operations.
BUSINESS / Companies
Jul 19, 2026
Mitsubishi Electric eyes power-chip merger with Rohm and Toshiba
The move would consolidate three of the world¡¯s top suppliers of a growing segment of the electronics supply chain.
Kioxia overtook auto giant Toyota in market cap value in mid-June, but its ranking has since dropped to the fourth-largest Japanese company, as traders grow more critical over artificial intelligence.
BUSINESS / Companies
Jul 17, 2026
Chipmaker Kioxia¡¯s market value halves from peak on AI selloff
Investors are more closely scrutinizing global chipmakers as they question whether the payoff from AI spending can justify lofty valuations.
Hironobu Tamba, president of Noetra
BUSINESS
Jul 16, 2026
Japan to buy Nvidia Rubin chips to build an AI for robots
The Noetra initiative is part of a series of efforts by the government to lower its reliance on foreign technology and bolster national security.
The Kioxia chipmaker factory for artificial intelligence data centers in Kitakami, Iwate Prefecture.
BUSINESS / Tech
Jul 15, 2026
AI ignites ¡®ignored sector¡¯ for Japan chipmaker Kioxia
The global race to build artificial intelligence data centers has upped business for chipmakers, creating shortages and sending prices soaring for memory components in particular.
Chey Tae-won, chairman of SK Group (center), and Kwak Noh-jung, president and CEO of SK Hynix (center left), and Koh Seung-beom, chairman of SK Hynix Inc. (center right), ring the opening bell during the company's initial public offering at the Nasdaq MarketSite in New York on Friday.
BUSINESS / Tech / FOCUS
Jul 11, 2026
SK Hynix debut is a bet that AI breaks boom-and-bust chip cycle
South Korean memory chipmaker SK Hynix just pulled off the largest public listing by a foreign company in U.S. market history.
Since their listing in 2024, Kioxia¡¯s shares have surged on runaway demand for AI memory chips.
BUSINESS / Companies
Jul 9, 2026
Bain Capital exits Kioxia after chip deal yields big returns
A global spending spree on AI catapulted Kioxia¡¯s shares more than 4,800% from their debut, transforming the chipmaker into one of Âé¶¹´«Ã½ most valuable companies.

Longform

Disaster relief workers Taichi Kato (left) and Seiji Yoshimura enter the collapsed living quarters at Kyuganji temple in Yatsushiro, Kumamoto Prefecture.
What Kumamoto revealed about Âé¶¹´«Ã½ earthquake readiness

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