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Monday 17 February 2025
Kioxia announces capex reduction due to NAND surplus despite profitability forecast
Kioxia has projected a return to profitability for fiscal 2024 (April 2024 - March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response...
Monday 17 February 2025
TSMC and Rapidus: Monitoring PFAS emissions and water quality in Japan
After Taiwan Semiconductor Manufacturing Company's (TSMC) subsidiary JASM's first wafer fab began mass production at the end of 2024, the Kumamoto Prefectural Government initiated...
Monday 17 February 2025
AI boom propels Japanese manufacturing in 3Q24, while traditional sectors lag
Japan's manufacturing sector has received a significant boost from the AI boom, with companies in the materials, power infrastructure, and information system supply chains achieving...
Monday 17 February 2025
Shibaura forms committee to evaluate Yageo's tender offer
Japan-based Shibaura Electronics, a global leader in negative temperature coefficient (NTC) thermistor manufacturing, has established a special committee to evaluate a tender offer...
Friday 14 February 2025
JDI exits LCD production, pivots to OLED and advanced packaging with Taiwan partnership
Japan Display Inc. (JDI) announced a major restructuring plan that includes ending LCD production, transitioning to OLED manufacturing through partnerships, and expanding into advanced...
Friday 14 February 2025
Yageo launches takeover bid for Shibaura Electronics; disputes claims of no prior notice
Taiwan-based Yageo has launched a takeover bid (TOB) to acquire Japan's Shibaura Electronics. Shibaura responded by claiming it had not been notified in advance. Shortly after, the...
Friday 14 February 2025
Foxconn's CDMS offer to Nissan: A partnership, not a takeover
Following the breakdown of merger talks between Nissan and Honda, the chairman of Taiwan's Foxconn, Young Liu, stated on February 12, 2025, that the company's goal is cooperation...
Friday 14 February 2025
Chinese TV brands dominate Japan market as Korean rivals struggle
With Panasonic announcing its exit from the television business in 2025, all eyes are on global TV giants Samsung Electronics and LG Electronics to see how they will navigate the...
Thursday 13 February 2025
Honda and Nissan scrap US$60 billion merger plans amid restructuring clash
Honda and Nissan have officially called off their merger negotiations, which began in December 2024. Both companies held board meetings on February 13, 2025, where they decided to...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
Renault holds key to Nissan's future as Foxconn ponders move
As iPhone maker Foxconn circles the ailing Japanese automaker Nissan Motor Co., Renault SA will play a decisive role in any deal that's struck.
Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Thursday 13 February 2025
Apple and Foxconn face steep hurdles in Nissan stakes bid amid Honda merger collapse
The proposed merger between Honda and Nissan has reached an impasse, while Renault is preparing to reduce its 36% ownership in Nissan. This development has sparked speculation about...
Wednesday 12 February 2025
Taiwan and Kyushu strengthen semiconductor ties with new trade center and initiatives
Taiwan's Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.
Wednesday 12 February 2025
CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...