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The Latest Breaking News from Nikkei

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

QatarEnergy has not restarted helium production at its Ras Laffan complex nine days after Iranian drone strikes forced the facility offline.

Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

Tom’s Hardware

How long can stock markets thrive amid the vortex of geopolitical uncertainty?

The perceived excessive valuation of software companies is very real and is severely testing the resolve of investors

Evening Standard

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Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

Tom’s Hardware

Tesla’s Success In Japan Offers A Clear Lesson For Struggling EV Makers

The automaker’s record year of EV sales in Japan came on the back of a simple but massively effective retail sales strategy.

InsideEVs

TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.

Tom’s Hardware

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

Tom’s Hardware

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'New Normal': Tariffs Cost Japan's Auto Companies Nearly $10 Billion So Far

Today on Critical Materials: Subaru pivots to hybrids, Japan's automakers are feeling tariffs and China's zero-mile used EVs are causing trust issues.

InsideEVs

Apple iPhone Air Gets Massive Production Cut As 'Nobody Wants It' – What Went Wrong?

Apple's iPhone Air sees 80% production cut as buyers shun its thin foldable design. What went wrong?

International Business Times UK

Record number of babies born to foreign parents in Japan amid political row over migration

More than 20,000 children were born to non-Japanese couples, accounting for more than 3% of all newborns

The Guardian - AU

Japan Main Opposition Eyes Unified PM Candidate To Block Takaichi

Japan's biggest opposition party will seek to support a unified candidate with other groups in a bid to block Sanae Takaichi's election as prime minister, media reported after the ruling coalition collapsed.

International Business Times

The New Nissan Leaf Is Good, But It Already Has A Problem

Nissan is reportedly cutting production of the new Leaf, and it’s all down to batteries. The company just can't get its hands on enough of them.

InsideEVs

Stock Index Futures Muted After Record Rally, U.S. Confidence Data on Tap

September S&P 500 E-Mini futures (ESU25) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU25) are down -0.04% this morning, taking a breather as investors assess how much further the record rally fueled by expectations of Federal Reserve rate cuts can continue.

Barchart

Toyota Reshapes US Strategy: More Hybrids, New EVs, Fewer Lexus Sedans

Toyota Motor Corporation (NYSE:TM) shares are trading lower on Wednesday after Reuters reported that the carmaker was adjusting its U.S. manufacturing footprint.

Benzinga

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Fortune

Perplexity wants to play nice with publishers. They keep suing it anyway

Perplexity is facing copyright lawsuits from publishers around the world, even as it tries to forge partnerships with them.

Benzinga

Jeff Bezos-Backed Perplexity AI Faces Lawsuit In Japan As Media Giants Nikkei, Asahi Claim AI Platform Illegally Stored, Misused Articles

Japanese media giants Nikkei and Asahi Shimbun have filed a lawsuit against Perplexity AI, which is backed by Amazon founder Jeff Bezos and Nvidia Corporation (NASDAQ:NVDA). They accused the AI search startup of copying and storing their content without permission.

Benzinga

Bill Gates-Founded Energy Venture, Backed By Likes Of Jeff Bezos And Jack Ma, Is Working With Japan To Commercialize Hydrogen

Breakthrough Energy, a U.S. nonprofit founded by Microsoft Corp. co-founder Bill Gates, will partner with Japan's government to support decarbonization research beginning in fiscal 2026, with a focus on moving homegrown technologies from labs to market.

InsideEVs

EV Battery Production Is Going Ballistic

Battery production is outpacing demand, which means prices should continue to fall. That'll be useful as EVs grow more popular.

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news in one place.

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InsideEVs

Hyundai: The Only Way To Beat China Is To Embrace Technology

Today on Critical Materials: Hyundai calls on automakers to embrace technology, Honda looks to Silicon Valley for Help and Xiaomi might be profitable this year.

Benzinga

Scott Bessent Says Jerome Powell's Successor's Should Have These Qualities: Fed's 'Independence Is Essential,' But Is 'At Risk'

Treasury Secretary Scott Bessent outlined the qualities that he thinks the next Federal Reserve Chair should possess in an interview with Nikkei on Thursday.

Benzinga

Adidas, Uniqlo, Nike And Gap Brace For Bigger Tariff Bills And Tough Choices On US Shelf Prices

Apparel heavyweights from Japan's Fast Retailing to Germany's Adidas warned they will likely raise U.S. prices as President Donald Trump moves ahead with steep new tariffs on key garment-making hubs, Vietnam, Cambodia and Bangladesh.

The Guardian - US

Markets rally after Trump announces tariff deal with Japan

US president says Japanese imports will face 15% levy instead of threatened 25%, prompting reports of a similar deal with the EU

The Guardian - UK

Two City traders win appeals against rate rigging convictions after ‘Kafkaesque nightmare’ – as it happened

Tom Hayes and Carlo Palombo have convictions for rigging benchmark interest rates quashed by Supreme Court

The Guardian - AU

Scientists reportedly hiding AI text prompts in academic papers to receive positive peer reviews

Research papers found carrying hidden white text giving instructions not to highlight negatives as concern grows over use of large language models for peer review

Benzinga

Trump May Have Sent Dear Japan Letter On Tariffs, But Tokyo Unlikely To Make Progress On Deal Until This Key Event Takes Place

President Donald Trump notified Japan of 25% tariff rates on Monday, effectively extending negotiations until August 1 as Japan’s July 20 upper house election constrains deal-making.

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