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Nikkei Asia tech correspondents in asian news

CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - TSMC aims to ready next-gen silicon photonics for AI in 5 years - asia.nikkei.com - Taiwan - city Taipei

TSMC aims to ready next-gen silicon photonics for AI in 5 years

TAIPEI -- Taiwan Semiconductor Manufacturing Co. and top global chip designers and suppliers are ramping up development of next-generation silicon photonic solutions, aiming to have the technology ready for production in the next three to five years. 

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - China buys more chip tools than South Korea, Taiwan, U.S. combined - asia.nikkei.com - China - Taiwan - South Korea - city Taipei

China buys more chip tools than South Korea, Taiwan, U.S. combined

TAIPEI -- China spent more on chipmaking equipment in the first half of the year than South Korea, Taiwan and the U.S. combined amid a frantic push to localize chip supplies and mitigate the risk of further Western export restrictions, according to global chip industry association SEMI.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - Apple orders over 10% more iPhones than last year on AI bet - asia.nikkei.com - city Taipei

Apple orders over 10% more iPhones than last year on AI bet

TAIPEI -- Apple is betting that its first AI-equipped iPhones will be a hit, telling suppliers to prepare components and parts for some 88 million to 90 million smartphones, according to multiple sources familiar with the plan. 

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LAULY LI and CHENG TINGFANG - Nikkei Asia tech correspondents - Foxconn 'on track' to ship latest Nvidia AI servers next quarter - asia.nikkei.com - Taiwan - city Taipei

Foxconn 'on track' to ship latest Nvidia AI servers next quarter

TAIPEI -- Foxconn said on Wednesday that it plans to start shipping a "small volume" of Nvidia's GB200 server systems in the final quarter of this year, as the Taiwanese tech supplier sought to downplay concerns over the delayed shipment of the new systems.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - SMIC says China's localization push is boosting chip demand - asia.nikkei.com - China - city Taipei

SMIC says China's localization push is boosting chip demand

TAIPEI -- China's top chipmaker says the country's push to localize semiconductor supplies has boosted orders and improved pricing in recent months and will continue to provide a tailwind for the company for the rest of the year.

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LAULY LI and CHENG TINGFANG - Nikkei Asia tech correspondents - HP plans its most aggressive shift of production away from China - asia.nikkei.com - China - Taiwan - Singapore - city Singapore - city Taipei

HP plans its most aggressive shift of production away from China

TAIPEI -- HP is looking to shift more than half of its personal computer production away from China and is setting up a "backup" design hub in Singapore in an attempt to reduce geopolitical risks around China and Taiwan, Nikkei Asia has learned.

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Joe Biden - CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - Taiwan tech stocks hit as Biden drops out of U.S. race - asia.nikkei.com - Taiwan - city Taipei

Taiwan tech stocks hit as Biden drops out of U.S. race

TAIPEI -- Top Taiwanese tech stocks dipped on Monday after U.S. President Joe Biden announced he was withdrawing from the presidential race, the latest political development to shake Asia's chip technology economy.

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CHENG TINGFANG and LAULY LI - Nikkei Asia tech correspondents - TSMC says AI chip constraints to last through 2025 - asia.nikkei.com - Taiwan - city Taipei

TSMC says AI chip constraints to last through 2025

TAIPEI -- Taiwan Semiconductor Manufacturing Co. confirmed on Thursday that it is looking into a radically new type of chip packaging technology for artificial intelligence, but warned that AI chip output will remain constrained until 2025, longer than previously expected.

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