Newsletter Apple’s 10M Foldable iPhone Target: The New Revenue Pipeline for Asian OLED and Hinge Suppliers
Top stories: Foldable iPhone 'Ultra' Expected Tomorrow Morning at 2 AM JST: What We Know So Far · Anthropic Researcher…
AsiaAI.FYI
Back Issues
Every AsiaAI.FYI issue, in order — Japan and China tech, translated and contextualized for Western readers.
Newsletter 
Newsletter Siemens’ Nvidia-Powered EDA Agent: Autonomous Chip Verification Debuts in Japan
Top stories: "I'm going to bed, the rest is up to you": AI Autonomous Semiconductor Verification · Malaysia Proceeds with…
Newsletter Infineon’s GaN Surge: How AI Data Centres Are Reshaping the Power Chip Supply Chain
Top stories: Infineon Jumps from 5th to 2nd in GaN Market as AI Reshapes Landscape · SK hynix to Invest…
Newsletter Kioxia Is Shipping CXL Modules to Replace Costly DRAM in AI Data Centres
Top stories: Kioxia's Latest Flash Memory Technology Addresses DRAM and SSD Challenges for AI Era · NVIDIA and CrowdStrike Unveil…
Newsletter China’s Advanced Packaging Push: How Naura and AMEC Bypass U.S. Front-End Sanctions
Top stories: Chinese Equipment Makers Accelerate Localization of Advanced Packaging Beyond Front-End · Anthropic Prep for Late Fall IPO Alongside…
Newsletter OpenAI’s GPT-6 Astra Threatens Japan’s Sovereign AI Plans and Cybersecurity Strategy
Top stories: OpenAI Releases 'GPT-6 Astra' to Select Organizations, First Model to Reach 'Critical' Cybersecurity Capability · NVIDIA to Acquire…
Newsletter Sony’s 50% Image Sensor Share: The AI Vision Bottleneck Facing Western Device Makers
Top stories: Sony's Image Sensor Global Share Hits 50%, Entering a Critical Juncture · Google and Marvell Partnership Signals Shift…
Newsletter TSMC’s Simultaneous 20-Fab Buildout: The Extreme Infrastructure Strain Behind the AI Chip Shortage
Top stories: TSMC's Jeffrey Hou Details Global Fab Construction Boom and Supply Chain Challenges Amid Relentless AI Demand · Samsung…
Newsletter Samsung Locks 70% of Memory to 2031, Leaving Nvidia and Big Tech Facing HBM Shortages
Top stories: Samsung Reportedly Locks 70% of Memory Capacity into Long-Term Contracts Until 2031; Nvidia Still Short · Japan Ministry…
Newsletter Kioxia Quadruples Sales to Rank Eighth Globally as AI Flash Demand Surges
Top stories: Kioxia Ranks 8th in Global Semiconductor Companies, Q2 2026 · Kioxia Rides AI Demand Wave with Surging Revenues…
Newsletter China’s Inference Stack Bottleneck: How 734 Software Dependencies Degrade Local AI Performance
Top stories: Identifying the Culprit Behind Inferior Local AI Model Deployment: 734 Dependency Packages, Each a Potential Pitfall · Kioxia's…
Newsletter U.S. Cloud Export Controls: Closing the Remote Access Loophole for Chinese AI Firms
Top stories: US Moves to Block Remote Access to AI Chips in China, Closing Export Control Loophole · Kioxia and…
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