#Semiconductors

Nvidia CEO Jensen Huang announced the start of H200 chip production for China at CES 2026. The company is now awaiting critical export approvals from both US and Chinese authorities.

KOSPI hits a historic 4,500 milestone on Jan 6, 2026, closing at 4,525.48. Led by semiconductors and retail buying of 597B won, Seoul stocks reach an all-time high.

Japan's Nikkei 225 hit a new record high on January 6, 2026. Driven by PM Takaichi's fiscal policies and a tech surge in AI and semiconductors, the index continues its historic rally.

One year after the DeepSeek shock, explore why Nvidia hit a $5 trillion valuation. Analyze the DeepSeek AI market impact 2025 recovery and the ongoing compute battle.

Microchip Technology has raised its Q3 revenue forecast for 2026 due to strong bookings, signaling a recovery in the semiconductor industry.

Japan announces a new initiative for a 'Japan university industry-academia collaboration subsidy' to foster high-skilled talent, inspired by models in Taiwan and South Korea.

Analyze the impact of Trump's protectionism on TSMC's Arizona manufacturing costs. Discover how 18,000 new rules and a $35 million price tag are challenging the reshoring dream.

Baidu files for Kunlunxin's Hong Kong IPO in 2026. Discover how the AI chip unit is pivoting to third-party sales amid US-China tech tensions.

JX Advanced Metals is increasing production of optical communication materials for AI data centers for the third time this year, eyeing an expansion at its Arizona facility.

South Korea's CBSI hit a 17-month high of 93.7 in December 2025. Rising U.S. facility investment and year-end retail sales drove the business sentiment recovery.

Chey Jae-won, brother of SK Chairman Chey Tae-won, is appointed to lead SK Square. This strategic move signals a major shift toward AI and semiconductor investment.

Seven Japanese high school graduates from Kumamoto have moved to Taiwan to study semiconductor technology, driven by TSMC's massive expansion in Japan.