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The Latest Breaking News from Nikkei Asia

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

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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

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.

Tom’s Hardware

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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…

Motor1

'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

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.

Benzinga

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.

Motor1

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.

International Business Times UK

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.

Benzinga

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.

Tom’s Hardware

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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.

Motor1

Nissan Drops From Top 10 In Global Auto Sales. Even Suzuki Is Better

Nissan’s recent struggles are no secret. The company is grappling with financial issues, cutting jobs at its factories, and facing class-action lawsuits over faulty engines. Unsurprisingly, its sales numbers reflect that.

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news in one place.

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Tom’s Hardware

Trio of current and ex-TSMC employees face combined 30 years in prison for stealing national core key tech — engineer allegedly stole data to help Tokyo Electron improve etching machine performance

The trio is charged with violating Taiwan’s National Security Act and faces a combined 30 years in prison.

Benzinga

Nio, Xpeng Lead China's Push To Ditch Nvidia Chips

Chinese automakers and chip companies are accelerating efforts to replace products from Nvidia (NASDAQ:NVDA) and other foreign chip leaders in automotive applications, fearing that further U.S. export restrictions could derail the development of self-driving and related technologies.

Benzinga

DRAM Prices Soar As Chinese Manufacturers Shift Focus To AI Chips

Standard DRAM (dynamic random access memory) prices remain high after doubling in just one month, as speculation grows that Chinese manufacturers are phasing out production to prioritize AI chips and strengthen the country’s semiconductor self-reliance.

The Guardian - AU

Total recall? Campaigners employ quirk of Taiwan’s political system to turn on ‘pro-China’ candidates

Activists across Taiwan are pushing for the expulsion of dozens of ‘pro-Beijing’ legislators, leading to uproar

Motor1

Trump’s Tariffs Might Force Nissan and Honda Into a Situationship

Despite the failure of a merger between Nissan and Honda earlier this year, they have kept the lines of communication open. The two continue to collaborate on electric vehicles as Nissan faces an uncertain future, but the pair might have to enter a full-blown situationship due to Donald Trump’s tariffs.

Benzinga

Tariff Troubles Drive Nissan, Honda To U.S. Manufacturing Talks: Report

Nissan Motor (OTC:NSANY) has reportedly opened negotiations with Honda Motor Co. (NYSE:HMC) to produce vehicles for its rival at a U.S. factory. Both companies seek ways to blunt the impact of upcoming U.S. tariffs on Japanese-made autos.

Motor1

Honda's Big Electric SUV Is Reportedly Dead

There's been a noticeable shift in the automotive industry this year. Automakers are rethinking their roadmaps that had put them on a path toward full electrification. Electric vehicle adoption is slowing in the United States, and the federal tax incentives are set to disappear soon. That makes pouring billions of…

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