Kioxia and Western Digital Plan ¥5T Expansion to Secure AI Memory Supply
Kioxia and its joint venture partner SanDisk have announced a massive ¥5 trillion (over $31 billion USD) investment plan through…
AsiaAI.FYI
Analysis
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Intel’s Advanced Packaging Gains Traction as TSMC CoWoS Bottlenecks Persist
Analysts suggest TSMC's CoWoS advanced packaging, while a key technology, is becoming a production bottleneck for integrating AI accelerators with…
$837B Memory Market Shift: Japan’s Chip Equipment Giants Pivot to AI Bandwidth
Gartner predicts the global semiconductor market will grow 92% year-over-year to $1.555 trillion in 2026, driven by continued AI infrastructure…
SSD Prices to Quadruple by 2026: Why Enterprise Storage Budgets Face an Unprecedented NAND Pinch
The storage market is facing extreme disruption due to a severe shortage and rapid price increases for SSDs.
Japan’s ¥20T AI Robotics Strategy: The New Plan to Challenge U.S. and China Hegemony
Japan's government has unveiled an "AI Robotics Strategy" aiming to position the country as a leading "third pole" in AI…
YMTC Parent’s $4.9B IPO: How China’s Capital Pivot Will Fund Advanced AI Memory
CCSH Corporation, the parent company of major Chinese memory chip manufacturer Yangtze Memory Technologies Corp (YMTC), has announced plans to…
China’s Humanoid Robotics Funding: What the $900M Unitree IPO Means for U.S. Competitors
Chinese humanoid robot developer Unitree Robotics saw its shares surge 460% on its first day of trading on the Shanghai…
Japan’s ¥150B Rapidus Funding: The Push to Unlock Commercial Bank Lending for 2nm Chips
Japan's Ministry of Economy, Trade and Industry (METI) is seeking 150 billion yen ($944 million) in the fiscal 2027 budget…
Google’s Gemma Strategy in Japan: How Open-Weight Models Are Winning Conservative Enterprises
Google announced that its open-weight Gemma model family has exceeded one billion cumulative downloads and unveiled a curated repository called…
Nissan and Honda’s Autonomous Pivot: Partnering with Startups to Rival U.S. Robotaxis
Japanese automakers Nissan and Honda are abandoning their traditional preference for in-house technology development to partner with specialized autonomous driving…
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