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Chip chemicals and cybercrime crackdowns

The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

25 July 2024
iFlytek, a U.S.-sanctioned leader in China's AI industry, presents its products at this year's Hong Kong book fair. (Photo by Kenji Kawase)
US-China tensions

China's iFlytek exec says U.S. sanctions have 'destroyed' market mechanism

AI leader invests in Hong Kong hub and seeks to expand presence in Japan

25 July 2024
Solvay CEO Philippe Kehren says China's tighter control of rare earths will spur supply chain diversification. (Nikkei montage/Source photos by AP, Reuters and Solvay)
Supply Chain

China's rare earth rule to speed supply chain shifts: Solvay CEO

Europe chemical maker to aim for 30% self sufficiency for bloc; eyes Japan

24 July 2024
TSMC is enjoying a tailwind from the AI boom, but faces capacity constraints and rising cost pressures.
Semiconductors

TSMC says AI chip constraints to last through 2025

CEO confirms chipmaker is exploring new packaging method as net profit surges

18 July 2024
Johnny Liu, the president of Chief Telecom, one of Taiwan's top data center operators, says all aspects of data centers will need significant upgrades to meet the requirements of AI servers. (Photo by Chungi Chen)
Supply Chain

AI needs 'entirely new' infrastructure, says Taiwan's Chief Telecom

Leading data center operator eyes demand in Southeast Asia as supply chains shift

17 July 2024
A rare-earth mine in China's Inner Mongolia region.
Materials

China's state rare-earth players bleed red ink as prices fall

Loss warnings for first half come amid Beijing-led consolidation, controls

16 July 2024
Indonesian and U.S. flags flying alongside in Jakarta. Indonesia is rich in nickel, copper and bauxite, and keen to promote itself as a production hub for batteries and electric vehicles.
International relations

U.S. approaches Indonesia to join Mineral Security Partnership

EU and 14 countries already collaborating on critical mineral supply chains

15 July 2024
China accounted for 43% of Applied Materials' sales for the February-April period this year. 
Semiconductors

U.S. chip equipment makers rely on China for 40% of sales

Applied Materials, Lam Research ship legacy products not targeted by export curbs

13 July 2024
Lithium iron phosphate batteries can be made more cheaply than lithium-ion batteries typically used to power EVs, but deliver a smaller driving range.
Electric vehicles

Japan's AESC to make cheaper EV batteries at $1bn plant in Spain

Nickel-free LFP cells seen helping lower vehicle prices

12 July 2024
Japanese automakers will need to certify their batteries' origins in order to sell in the EU. (Source photos by Nikkei)
Electric vehicles

Nissan, Honda eye EV battery passports in Europe by 2027

Japanese automakers and suppliers team up to comply with EU regulations

12 July 2024
Containers sit at a port in the Japanese city of Fukuoka. China provides the majority of Japanese imports for many types of consumer and industrial goods. (Photo by Shinya Sawai)
Trade

Japan relies on China, other single import partners for 40% of goods

The ratio is far above U.S. or G7 as the nation lags in diversification

10 July 2024
Offshore wind turbines in the Taiwan Strait. The island is looking to increase its use of renewable energy to feed rapidly growing demand for power.  
Supply Chain

Taiwan's top power cable maker ventures into offshore wind

Walsin Lihwa sees opportunity in island's shift to renewable energy

8 July 2024
A 7-year-old girl's shrapnel wound is dressed after Pasaung, a town in Karenni state in eastern Myanmar, was repeatedly bombed and set ablaze by the Myanmar Air Force on March 1. (Photo by Free Burma Rangers) 
Myanmar Crisis

Myanmar military's bombing of civilians set for record year

Amnesty International and United Nations report failure of jet fuel sanctions

8 July 2024
Toyota Customizing & Development President Kenzo Nishiwaki speaks at a news conference after receiving a cautionary advisory from the Fair Trade Commission on July 5. (Photo by Suzu Takahashi)
Automobiles

Toyota subsidiary warned about Subcontract Act violations

Watchdog says company forced suppliers to store not-in-use tools for free

5 July 2024
Sakura Internet said it plans to sell computing power in Southeast Asia via the cloud. (Photo by Kosaku Mimura)
Artificial intelligence

Japan's Sakura Internet aims to sell AI power to Southeast Asia

Plans come as Tokyo seeks regional cooperation on artificial intelligence

5 July 2024
Japanese pharmaceutical companies typically use imported active ingredients to produce finished antibiotics.
Supply Chain

Japan to subsidize antibiotics supply chain to reduce China exposure

Production of active ingredients has moved abroad for cost reasons

5 July 2024
Milwaukee Tool work gloves were made with forced Chinese prison labor, a lawsuit alleges. (Milwaukee Tool)
Supply Chain

Milwaukee Tool sued for alleged Chinese forced labor

Former Chinese prisoner says he was forced to make gloves in brutal conditions

4 July 2024
Indonesia's President Joko Widodo inspects the country's first battery cell production plant for EVs in Karawang on July 3. (Photo by Indonesia's presidential office)
Technology

Indonesia's first battery plant opens in major step for EV ambitions

LG Energy-Hyundai Motor venture can supply key part to 150,000 cars per year

3 July 2024
China accounts for about 70% of global production of rare earths, according to the U.S. Geological Survey.
Commodities

China says rare earths belong to state in new regulation

Rule takes effect Oct. 1 with reach over entire supply chain

29 June 2024
Shaky power supplies are one of the risks for foreign manufacturers.
Economy

Vietnam GDP grew 6.93% in Q2 with risks to recovery 'high'

Growth exceeds expectations in supply chain hub, puts Vietnam on track for 2024 target

29 June 2024
A rendering of CapitaLand Investment's OMEGA 1 Bang Na automated storage facility in Thailand. The company plans to add industrial assets in the country, Malaysia and Vietnam. (Image courtesy of the company)
Supply Chain

Singapore's CapitaLand focuses on Vietnam as supply chains leave China

Property manager also eyes industrial park in Malaysian special economic zone

28 June 2024
A lithium mine in Brazil: The global market for the metal used in EV batteries is getting more crowded, even as prices slump. 
Commodities

Australia to dominate lithium supply for 'years to come' but prices subdued

BMI outlook suggests lithium market unlikely to return to boom prices

28 June 2024
Taiwan's ASE Technology Holding is the world's largest chip packaging and testing provider.
Technology

Top chip packager ASE to build additional factories in U.S. and Mexico

Taiwanese company also eyes Japan expansion, if it can find land

26 June 2024
Malaysia is hopeful that working with China's BAIC can help kickstart local EV parts production.
Electric vehicles

Malaysia hopes BAIC tie-up can accelerate EV parts production

Southeast Asian nation pushing to ride electrification surge without brand of its own

25 June 2024
Acer cofounder Stan Shih spoke with Nikkei ahead of a visit to Japan. (Photo by Hideaki Ryugen)
Technology

Japan's chip industry can be revived, Acer cofounder says

Stan Shih urges closer cooperation with Taiwan in semiconductor supply chain

25 June 2024