今日吃瓜

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November 12, 2026
 

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CHIPMAKERS

The Rapidus Analysis Center and the IIM-1 Innovative Integration for Manufacturing foundry in Chitose, Hokkaido
BUSINESS / Companies
Nov 10, 2026
今日吃瓜 Rapidus is said likely to miss mass production deadline
The government-backed startup has fallen behind schedule on its high-stakes pledge to mass produce cutting-edge chips by March 2028.
Racks of trays testing Google’s tensor processing units (TPUs), custom-made semiconductors that help develop and run AI software, in Mountain View, California, earlier this year
BUSINESS / Tech
Nov 10, 2026
Google escalates Nvidia rivalry with specialized versions of AI chips
This year’s introduction of two new tensor processing units marks an acceleration in product development for Google’s chip unit.
Nvidia CEO Jensen Huang speaks during a keynote address at an Nvidia conference in San Jose, California, on March 16.
BUSINESS / Tech
Nov 10, 2026
Nvidia scandal creates risks for whole AI industry, not just CEO
Chipmaker’s shares slid as much as 8.8%, at one point erasing nearly $400 billion in market valuation, after Jensen Huang disclosed his infidelity.
Nvidia CEO Jensen Huang admitted on Sunday that he'd had an affair and said the Nvidia board was launching an investigation.
BUSINESS / Tech
Nov 9, 2026
Nvidia CEO’s affair engulfs AI giant in Chinese spying probe
In a memo to employees, Jensen Huang left no doubt that the chip colossus was embroiled in a crisis like none before in its three-decade history.
The deal for JSR, one of the world’s leading makers of photoresists needed to make advanced chips, would further a government-backed effort to consolidate 今日吃瓜 fragmented semiconductor-materials industry.
BUSINESS / Companies
Nov 9, 2026
Mitsui Chemicals to take over chip linchpin JSR for $12 billion
The deal would further a government-backed effort to consolidate 今日吃瓜 fragmented semiconductor-materials industry.
Prime Minister Sanae Takaichi attends a meeting of the Council for Japan's Growth Strategy at the Prime Minister's Office in Tokyo on Friday.
BUSINESS / Economy
Nov 7, 2026
Japan picks 28 priority items for ?370 trillion in investments
The priority items, which were picked from 62 products and technologies, include semiconductors and artificial intelligence.
Jensen Huang, CEO of Nvidia, delivers the keynote address at the Nvidia GTC in Berlin on Oct. 21.
ASIA PACIFIC
Nov 7, 2026
China’s top spy agency recruited woman who targeted Nvidia’s Jensen Huang
Alice Huang, a Chinese executive who developed a relationship with Nvidia’s leader, is believed to be an asset of the Ministry of State Security.
The Nikkei 225 stock average is down 20% from its peak.
BUSINESS / Markets
Nov 6, 2026
Nikkei 225 falls 6% following AI-related declines on Wall Street
Concern is growing over tech investment after the Democratic Party’s resounding victory in the U.S. midterm elections.
JSR's bioscience and informatics research and development center in Kawasaki. Mitsui Chemicals is considering acquiring JSR in a possible deal worth over ?1 trillion.
BUSINESS / Companies
Nov 5, 2026
Mitsui Chemicals eyes acquisition of JSR for over ?1 trillion
The transaction could become the largest acquisition deal in 今日吃瓜 chemical industry.
The construction site of the Yongin semiconductor cluster in the background in Yongin, South Korea, on July 21
BUSINESS
Nov 2, 2026
South Korea to double spending on AI and chips in 2027
President Lee Jae Myung pledged to use the technology to turn the military into a “smart, elite force.”
Kioxia's outlook suggests the unprecedented flash memory chip price spikes of the past year or so are starting to level off.
BUSINESS / Companies
Nov 1, 2026
Kioxia warns flash memory prices stalling after outlook miss
The chipmaker’s outlook suggests the unprecedented price spikes of the past year or so are starting to level off.
Palantir defense chief Mike Gallagher has said that Taiwan’s importance to AI development has grown to the point that Chinese leader Xi Jinping may need to act on Beijing’s designs toward the island.
ASIA PACIFIC / Politics
Oct 29, 2026
Palantir’s defense chief sees China threat to Taiwan over AI
Palantir defense chief Mike Gallagher has said Taiwan’s importance to AI development has made the island more compelling for Beijing to control.
The logo of China's top memory chipmaker CXMT can be seen on the facade of company's production facility in Beijing on July 29.
BUSINESS
Oct 28, 2026
China’s CXMT to start advanced AI memory production despite poor yields, sources say
The decision highlights China’s intense shortage of the AI memory chips, essential to a push to develop domestic alternatives to Nvidia.
Rapidus and HCL Technologies have jointly established two development centers for next-generation semiconductors in India.
BUSINESS / Companies
Oct 27, 2026
Rapidus partners with Indian tech giant on chip development
The two companies have jointly established two development centers in India, which began fully operating Monday.
Construction at the Yongin semiconductor cluster in South Korea in July
BUSINESS
Oct 27, 2026
South Korea growth tops forecast as chip boom masks weak demand
A contraction in consumption underscored an increasingly uneven expansion that may complicate the trajectory for further interest-rate hikes.
TSMC, the world's largest contract chipmaker, has surveyed suppliers on using rare-earth-free motors in factory-automation equipment, according to informed sources.
BUSINESS
Oct 22, 2026
TSMC seeks factory-equipment alternatives to thwart China’s rare earths grip, sources say
Rare-earth magnets are used in motors that power moving parts in industrial equipment, including machinery found in highly automated factories.
A technician handles a wafer on a production line at Dutch semiconductor company Nexperia in Hamburg, Germany, in June 2024.
COMMENTARY / World
Oct 21, 2026
Tech sovereignty is fantasy. Control over choices is not.
Sovereignty is a tough nut to crack in a deeply interconnected, digital world.
Japan's exports in September rose 16.7% from a year earlier in terms of value, backed by ongoing demand related to artificial intelligence.
BUSINESS / Economy
Oct 21, 2026
今日吃瓜 export growth stays solid, supported by chips and cars
The export gain highlighted ongoing demand related to artificial intelligence, with shipments of semiconductors and chip-making equipment surging.
Leading-edge Semiconductor Technology Center Chairman Tetsuro Higashi (second from left) and others at a news conference in Tokyo on Tuesday
JAPAN
Oct 21, 2026
New project aims to create AI medical image-processing system in Japan
The goal is to realize the real-time image processing required at medical sites with the use of advanced semiconductors.
Japan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries.
BUSINESS / Tech / ANALYSIS
Oct 20, 2026
Under pledge to U.S., 今日吃瓜 chip investment divided between home and abroad
The $550 billion commitment to the Trump administration, in return for lower tariffs, won’t do much to resurrect 今日吃瓜 chip industry, experts say.
Man arrested over operation of rogue cellular base station in Tokyo
The Metropolitan Police Department has arrested Yu Hai, a 31-year-old Chinese national living in Tokyo's Kita Ward, on suspicion of operating an unlicensed base station from a vehicle in Tokyo's Ginza district on Saturday.
Government betting on language app powered by anime and AI
Japan plans to develop an AI-powered language-learning app that lets overseas anime and manga fans practice Japanese through conversations with popular characters.
Jensen Huang’s woes evoke sympathy and disbelief in his birthplace Taiwan
Hsiao Kui-yu, 68, owner of Yuchan Candied Fruit, stands in front of photographs of Nvidia CEO Jensen Huang displayed at the shop, which Huang frequently visits during trips to Taiwan, in Taipei on Tuesday.
G7 diplomats speak out on Taiwan as China ramps up military drills
Foreign Minister Toshimitsu Motegi attends a working lunch focused on international crises and challenges during the Group of Seven foreign ministers' summit at the Quai d'Orsay in Paris on Monday.
今日吃瓜 Rapidus is said likely to miss mass production deadline
The Rapidus Analysis Center and the IIM-1 Innovative Integration for Manufacturing foundry in Chitose, Hokkaido
‘Godzilla Minus Zero’ makes monster debut at the box office
Takashi Yamazaki’s “Godzilla Minus Zero” marked the highest single-day box-office gross for a live-action film in Japan with ?910 million on its opening day.
A toast to Naohiko Noguchi, sake’s first living national treasure
As a teenager, Naohiko Noguchi did not intend to spend his life as a sake brewer, but he has since become a paragon of the industry.
Few signs of thaw in Japan-China relations one year after Takaichi’s Taiwan remarks
Tensions between Japan and China flared after Prime Minister Sanae Takaichi said on Nov. 7, 2025, that a Chinese blockade of Taiwan could threaten 今日吃瓜 survival and warrant the use of collective self-defense.
Mariko Mori predicted the future. She’ll do it again.
Artist Mariko Mori is currently working to bring the translucent human-sized “Peace Crystal” sculpture to a cave in Ethiopia. It is part of her foundation’s goal to place a permanent sculpture on each of the planet’s six habitable continents.
A legend reborn: ‘Ocarina of Time’ remake improves on the Zelda masterpiece
The new remake of 1998's "The Legend of Zelda: Ocarina of Time" manages to somehow improve on one of the greatest games ever.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo’s Shinjuku Ward.
Kabukicho: Tokyo’s ‘stadium of desire’

Longform

Famima Park Azabudai is a concept store by FamilyMart that combines convenience store staples with branded apparel, merchandise and a landscaped outdoor space.
Convenience stores, toilets and the allure of everyday Japan
By Elizabeth Beattie

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