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…
AsiaAI.FYI
Back Issues
Every AsiaAI.FYI issue, in order — Japan and China tech, translated and contextualized for Western readers.
Newsletter 
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…
Newsletter SK hynix’s Indiana HBM Packaging Plant: The 2029 Timeline for U.S. Supply Chains
Top stories: SK hynix Begins Construction on Indiana Plant, Targeting 2029 Mass Production and Expanding Kioxia Cooperation · Rapidus President…
Newsletter Nvidia’s Vera Rubin Transition: Why Packaging and HBM Supply Restrict the 70% Growth Forecast
Top stories: Nvidia Reports Record Earnings, Projects 70% Growth Next Year Despite Supply Constraints · TSMC's CoWoS Has a 'Weakness,'…
Newsletter $837B Memory Market: Why Japan’s Equipment Giants Are the Real Winners of the AI Surge
Top stories: Global Semiconductor Market to Reach $1.6 Trillion by 2026, Memory to Account for 54% · Intel Details New…
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