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Cash-rich Japanese companies are looking overseas for acquisitions as domestic market shrinks
Tech transformation may take years longer than suggested by record share prices and funding targets
Yesterday / Here Comes The Son / Help!
And the dividend renaissance that isn’t (yet)
High-end semiconductors is an area where US companies remain dominant, but the evidence is pointing towards Chinese acceleration
SoftBank-backed UK chip designer beats Wall Street expectations in latest earnings report
After rising five-fold in little more than a year, the stock continues to be propelled by the AI boom
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
US chipmaker plans to appeal against decision that could lead to ban on sale of certain HP and Dell products
Taiwan’s Liteon bets on liquid solutions for hot, power-hungry chips
Graphics cards used for video games become hot commodity after Washington limits transfer of high-end chips to China
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Sanctions risks, self-funded demand, customers becoming competitors . . . . Just don’t tell the shareholders
New York university complaint comes ahead of likely takeover of JSR by Japanese government-backed fund
South Korean company’s memory chips will be packaged with Nvidia processors to create more powerful AI products
Tech suppliers’ talent hunt comes amid boom in south and south-east Asia
Also in this newsletter: Hungary defiant against EU ‘blackmail’, China property woes deepen, Brexit border warning
Tokyo’s $6.4bn swoop for JSR has rekindled memories of heavy state intervention and cast doubt on corporate reforms
The oversupply of certain types of semiconductors is going to be a problem this year
Japanese printer and camera maker’s nanoimprint lithography technology could challenge industry leader ASML
Earnings from Qualcomm and AMD next week will provide evidence of health of industry
South Korean chipmaker highlights turnaround after year-long supply glut
Not all makers of semiconductors are created equal, though
Kinsus would be first Taiwanese maker of chip material substrates to enter the south-east Asian country
International Edition