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The Latest Breaking News from Nikkei Asia

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Tom’s Hardware

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Tom’s Hardware

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

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Foldable iPhones Are Reportedly Still on Track for September. Should You Buy AAPL Stock Here?

Nikkei Asia initially reported that the foldable iPhone could be delayed from a September launch, but Bloomberg believes the report is off base.

Barchart

Nearly 80,000 tech workers have already lost their jobs in 2026 — and AI impact means more could be to come

Tech layoffs are on the rise again, though we're still below the alarming threshold set by the unprecedented year that was 2023.

TechRadar

No, iPhone Fold isn't delayed, claims expert – still "on track" for September

A reliable source has debunked claims that the iPhone Fold will be delayed this year

Apple Foldable iPhone Hits Early Production Trouble, Timeline Faces Uncertainty

Apple's first foldable phone, the iPhone Fold, faces production delays due to engineering challenges. Learn more about the expected release timeline and potential impact.

International Business Times UK

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'We Have No Chance Against This': Honda Reacts To China's Supplier Strength

It’s safe to say that Honda is in a bit of a pickle. It recently canceled two of its own electric vehicles, the 0 SUV and 0 Sedan, along with the Acura RSX revival. It will book up to $15.8 billion in losses, and that’s not all. The two Afeela-badged…

Motor1

First came RAMageddon and storage inflation, now a CPU shortage could be on the cards as PC makers report limited supplies

A CPU shortage and plenty of price hikes could be on the horizon if new reports from server builders and PC makers coming out of Asia are to be believed.

GamesRadar

Forget the RAM crisis — storage prices are spiralling, and processors could be next, as gaming PC maker warns 'CPU shortage is getting more serious'

The cost of all key PC components is being hit, as apparently, CPUs are now in the firing line.

TechRadar

PC makers face shortages of Intel and AMD CPUs that stretch up to six months — lead time for orders jumps from just two weeks in the face of AI demand

Many PC manufacturers are facing challenges in acquiring inventory of Intel and AMD CPUs, saying that there is not enough supply to meet consumer demand.

Tom’s Hardware

CPU shortage is 'getting more serious day by day, no less than the memory chip situation' according to an unnamed gaming PC company

Are CPUs set to follow RAM and SSDs?

PC Gamer

MacBook Neo may win the budget laptop war before it even starts — cheap Windows laptop prices could jump by 'hundreds of dollars'

Major PC makers are struggling to survive the RAM crisis and may move away from cheap laptops just as Apple drops the MacBook Neo.

Tom’s Guide

Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates

Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory facility, according to a report by Nikkei Asia.

Tom’s Hardware

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Tom’s Hardware

Rapidus to start construction on 1.4nm fab in 2027 — research and development on node to begin next year

Japanese startup Rapidus announced plans to build a 1.4-nm fab in Hokkaido, with construction expected to start in 2027.

Motor1

Toyota Wants to Stretch a Car's Life Cycle to Nine Years

It’s safe to say business is booming at Toyota. In 2024, it remained the world’s largest carmaker for the fifth consecutive year. Earlier this month, Chief Financial Officer Kenta Kon highlighted “strong demand for our products. We can barely cover the demand.” Looking ahead, the Japanese automotive giant is confident…

InsideEVs

'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.

Benzinga

Nvidia Supplier Foxconn Announces First-Ever Deployment Of Humanoid Robots For AI Server Production

Foxconn Technology Group, owned by Hon Hai Precision Industry (OTC:HNHPF) is reportedly set to deploy humanoid robots for the production of AI servers in Texas amid its aggressive expansion push in the U.S.

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Motor1

Japan Might Start Importing American-Made Cars

Over the summer, Japan and the United States reportedly finalized a trade deal; however, it doesn’t appear that the negotiations are complete. New reports suggest that the Japanese domestic market might soon see an influx of American-made cars.

International Business Times UK

The iPhone Air Problem: How Apple's Boldest Design Failed to Impress Consumers

Apple's thinnest iPhone faces weak demand and major production cuts as analysts call it a rare misstep for the tech giant.

Benzinga

Microsoft, Google, and Amazon Reportedly Move Production Out Of China As Tensions Rise

Microsoft Corp. (NASDAQ:MSFT) plans to shift most new product manufacturing out of China as early as next year, joining other U.S. tech giants in expanding production beyond the world's second-largest economy, according to a report published Thursday.

Tom’s Hardware

Chip designer Jim Keller says Intel still has 'a lot of work to do' — would consider it for Tenstorrent AI chip production, already in talks with TSMC, Rapidus, and Samsung for 2nm tech

Chip design startup Tenstorrent has announced it'll work with TSMC and Samsung for its next-generation 2nm chips. It will also work with Japanese firm, Rapidus, and would consider Intel in the future, once it has a more defined roadmap.

AAP

Nuclear subs deal afloat as news surfaces of US backing

Australia is awash with confidence a multibillion-dollar security and submarine deal with the UK and US will be spared from cuts by Donald Trump.

International Business Times UK

Who Wins If Nvidia Is Sidelined in China? The Hidden Suppliers That Could Rise

China's probe into Nvidia and US export bans could reshape the AI chip market, opening doors for domestic players like Cambricon, Biren, and Moore Threads, though big hurdles remain.

Tom’s Hardware

TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions

TSMC will no longer use Chinese-made equipment in its 2nm chip production lines, according to reports from both Digitimes and Nikkei Asia.

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