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Nvidia says it's seeing "strong" demand from China for its H200 chips but is awaiting approvals from both Washington and Beijing before sales could begin (Nikkei Asia)
https://asia.nikkei.com/business/tech/

Nvidia sees 'strong' H200 demand in China, awaiting governments' approval
Washington is working on export licenses while Beijing yet to give clear signal

How Arizona is training talent for its growing chip industry as suppliers fear tighter US immigration policy; Arizona has drawn $200B in investments since 2020 (Nikkei Asia)
https://asia.nikkei.com/business/tech/semiconductors/how…

How Arizona is cultivating talent for a US chip revival
TSMC and Intel need talent and advanced programs are in place, but H-1B visas a hurdle

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were "from very early in 2025" but shipped in Q4 after US approval (Nikkei Asia)
https://asia.nikkei.com/business/tech/

AMD rakes in $390m from AI chip sales to China but warns of uncertainty
Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips

Micron plans to invest $24B over the next decade to build a 700,000 square foot memory chip facility in Singapore, with wafer output starting in H2 2028 (Reuters)
https://asia.nikkei.com/business/tech/semiconductors/micron-plans-24b…

Micron plans $24bn memory chipmaking plant in Singapore
US company says new wafer fabrication facility to meet growing demand

Japanese chipmaker Rapidus plans to start building a second plant in Hokkaido in fiscal 2027, aiming to make advanced 1.4nm chips as early as 2029 (Nikkei Asia)
https://asia.nikkei.com/business/tech/semiconductors…

Japan's Rapidus to build cutting-edge 1.4-nm chip plant in race with TSMC
Construction to begin in fiscal 2027, production to start as early as 2029

Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B (Ryo Mukano/Nikkei Asia)
https://asia.nikkei.com/business/tech/sem…

Japan's Kioxia extends memory chip JV with Sandisk, receiving $1bn
US partner's access to Yokkaichi plant to last 5 more years through 2034

Global Net: three Chinese firms ranked among the world's top 20 chipmaking equipment manufacturers in 2025, up from one in 2022, with Naura Tech rising to fifth (Fumie Yaku/Nikkei Asia)
https://asia.nikkei.com/business/tech/

China edges up with 3 of world's top 20 chipmaking gear suppliers
Local production shift fueled by US curbs puts AMEC, SMEE on list alongside Naura

Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028 (Ryo Mukano/Nikkei Asia)
https://asia.nikkei.com/business/tech/s…

Micron to invest $9.6bn in western Japan to make AI memory chips
US company's decision enables Japan to secure domestic access to key components

Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (Kim Jaewon/Nikkei Asia)
https://asia.nikkei.com/business/tech/

Samsung and SK Hynix warn memory chip crunch to continue until 2027
South Korean makers acknowledge they can't keep up with 'extreme' AI-driven demand

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (Abram Brown/The Information)
https://www.theinformation.com/briefings/microsoft-discusses-custom-chips-broadcom

Microsoft Discusses Custom Chips With Broadcom
Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell, another maker of custom chips, according to one person involved in the discussions. Those discussions come amid intense demand for such chips as companies like Microsoft race to acquire more semiconductors and increase their AI products. Nvidia lords over the