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NVIDIA

The raiding of Super Micro Computer?offices and several of its local affiliates mark an expansion of Taiwan¡¯s first public crackdown on artificial intelligence chip diversion after years of pressure from Washington.
BUSINESS
Jun 30, 2026
Taiwan raids Super Micro in widening China chip smuggling probe
The raids mark an expansion of Taiwan¡¯s first public crackdown on artificial intelligence chip diversion after years of pressure from Washington.
A GMO AI and Robotics humanoid robot performs a dance at an international exhibition at Tokyo Big Sight in December.? 

REUTERS
COMMENTARY / Japan / Geoeconomic Briefing
Jun 24, 2026
Japan¡¯s manufacturing sector and the race for physical AI
Turning industrial strength into leadership in the next AI frontier.
People stand near humanoid robots on display at the Nvidia booth during the China International Supply Chain Expo (CISCE) in Beijing, China June 22, 2026.
BUSINESS / Tech
Jun 23, 2026
Nvidia seeks to make humanoid AI robots safer around humans
The chipmaker is offering software and semiconductors that will allow humanoids to truly interact with people ¡ª even making physical contact if necessary.
An attendee inspects a silicon wafer at the Computex 2026 expo in Taipei.
ASIA PACIFIC / Politics
Jun 10, 2026
Taiwan eyes curbs on AI chip sales to China to align with U.S.
The move would mark an effort to address semiconductor smuggling but risks drawing a rebuke from Beijing.
Jensen Huang (right), chief executive officer of Nvidia, and Chey Tae-won, chairman of SK Group, during a news conference at the SK Group headquarters in Seoul on Monday
BUSINESS / Tech
Jun 8, 2026
Nvidia clinches deals with South Korean giants including SK Group to advance AI boom
The agreement, which comes as memory chipmakers have been straining to keep up with ?demand, would enable supply to keep pace with Nvidia¡¯s plans.
Samsung Electronics workers chant slogans during a rally ahead of a planned strike outside the company's semiconductor plant in Pyeongtaek, South Korea, on April 23.
COMMENTARY / Japan
Jun 5, 2026
Do Japan¡¯s chip workers need a Samsung-style strike?
Even as Tokyo firms prepare to award customary summer bonuses, there will be nothing on the scale that South Korean companies are offering.
Nvidia CEO Jensen Huang leaves the SK Hynix booth during the annual Computex exhibition in Taipei on Tuesday.
BUSINESS
Jun 4, 2026
Nvidia CEO mounts charm push in South Korea with TV talk show and baseball appearances
Jensen Huang is returning to South Korea with a charm offensive that reflects the country¡¯s rising importance in AI chips, robotics and the next wave of physical AI.
Nvidia components on display at the GTC conference in San Jose, California, on March 17. More than 25 Chinese universities and labs that collaborate with China¡¯s military and defense industry have been identified to either be already using or seeking to obtain older-generation Nvidia chips.
ASIA PACIFIC / Politics
Jun 2, 2026
Chinese labs with ties to military seeking Nvidia¡¯s AI chips
At least seven Chinese universities that support the country¡¯s armed forces and defense industry are seeking access to Nvidia¡¯s H200 chips.
An attendee tries a robot eye-hand coordination tool at the Canton Fair in Guangzhou, China, in April.
COMMENTARY / World
Jun 2, 2026
China¡¯s long march to technological supremacy
No wonder the World Intellectual Property Organization now ranks China among the world¡¯s most innovative economies ¡ª especially in terms of knowledge and technology outputs.
Nvidia CEO Jensen Huang presents the RTX Spark Superchip, a combination of microprocessor and graphics chip that will run the Windows for Arm operating system, at the Nvidia GTC conference on the sidelines of Computex 2026 in Taipei, Taiwan, on Monday.
BUSINESS / Tech
Jun 1, 2026
Nvidia enters Windows PC market, taking on Intel and AMD
Its new RTX Spark Superchip will debut this fall in laptops and desktops running the Windows for Arm operating system from brands including Dell and Lenovo.
Jensen Huang, CEO of Nvidia Corp., speaks at a company event in Taipei on May 27. The company's Blackwell chips may have made their way to Chinese entities based outside the country despite U.S. efforts to starve China of semiconductors.
BUSINESS / Tech
Jun 1, 2026
U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside China
Nvidia and AMD¡¯s chips may have been making their ?way to Chinese entities despite U.S. efforts to starve China of the semiconductors needed to develop critical AI capabilities.
The Nvidia logo at the company's annual developers conference in San Jose on March 16. Japan is one of many locations in Asia where Chinese companies access American AI chips ¡ª by renting hardware that¡¯s owned by foreign firms and installed in overseas data centers.
BUSINESS
May 28, 2026
Taiwan suspects Nvidia chips smuggled to China via Japan
Japan is one of many locations in Asia where Chinese companies access American AI chips ¡ª by renting hardware that¡¯s owned by foreign firms and installed in overseas data centers.
The U.S.-China rivalry is increasingly centered on semiconductor and rare-earth chokepoints as Japan tries to revive its chip industry and secure a strategically vital role in global supply chains.
COMMENTARY / Japan / Geoeconomic Briefing
May 18, 2026
Semiconductor chokepoints define U.S.-China rivalry
Two chokepoints now stand out: advanced semiconductors for China and rare-earth minerals for the United States.
The Nvidia logo and a Neura humanoid robot at the Hannover Messe 2026 trade fair in Hannover, Germany, on April 20. Nvidia¡¯s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.
BUSINESS
May 6, 2026
Nvidia is facing more competition and it¡¯s spooking investors
Nvidia¡¯s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.
The Nvidia logo and a Neura humanoid robot at the Dassault Systems SE booth at the Hannover Messe 2026 trade fair in Hannover, Germany, on April 20
BUSINESS
May 3, 2026
Nvidia¡¯s push into physical AI sparks rally in Asian partners
Nvidia-induced demand is shaping stock performance across Asia¡¯s technology supply chain.
SoftBank CEO Masayoshi Son and the head of OpenAI, Sam Altman, attend an event to pitch AI for businesses in Tokyo in February 2025.
COMMENTARY / Japan
Apr 23, 2026
SoftBank is going all in on OpenAI, but at what cost?
SoftBank Group¡¯s founder Masayoshi Son invested in OpenAI despite potential exposure to a liquidity crunch.
An interactive display at the iRootech Technology Co. offices in Guangzhou, China, on April 15. There is growing appetite in the U.S. Congress for restricting the flow of AI technology to China.
BUSINESS / Tech
Apr 23, 2026
AI export control measures aimed at China gain steam in U.S. House
The U.S. House Foreign Affairs Committee is seeking to close what lawmakers see as loopholes allowing China to access powerful U.S. technology including Nvidia chips.
Jensen Huang, chief executive officer of Nvidia, speaks during a keynote address at the Nvidia GTC conference in San Jose, California, on Monday.
BUSINESS / Tech
Mar 17, 2026
Nvidia expects to make $1 trillion from AI chips through 2027
Nvidia CEO Jensen Huang announced plans to push deeper into central processing units ¡ª Intel¡¯s home turf.
While Tokyo is becoming a kind of test bed for the world¡¯s leading robotaxi ventures, Japan is lagging when it comes to the regulatory framework needed for autonomous vehicles to gain traction.
BUSINESS / Companies
Mar 12, 2026
U.S. self-driving startup Nuro begins testing in Tokyo
While Tokyo is becoming a test bed for the world¡¯s leading robotaxi ventures, Japan is lagging when it comes to regulatory framework for autonomous vehicles.
Many Japanese companies ¡ª from Toto, a toilet manufacturer, to Fujikura ¡ª are quietly becoming key suppliers in the artificial intelligence supply chain but often fail to communicate their transformation effectively to investors and global audiences.
COMMENTARY / Japan
Mar 11, 2026
From toilets to fiber optics, Japan¡¯s unlikely AI players
Japanese firms often struggle to tell their success stories, particularly if they¡¯re diversified or in niche industries.

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