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Bloomberg2d agoneutral
AI and Chips Are Turning Malaysia Into Asia’s Growth Standout

(Bloomberg) -- Joel William is about to begin a feasibility study for a Chinese client weighing a chemical plant in Sarawak, Malaysia’s biggest state on the northern coast of Borneo.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow

Nikkei Falls 2.6%, Dragged by Chip, Metals Stocks
The Wall Street Journal8d agoneutral
Nikkei Falls 2.6%, Dragged by Chip, Metals Stocks

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.

Infineon lifts 2026 outlook as AI demand boosts growth prospects
Reuters91d agoneutral
Infineon lifts 2026 outlook as AI demand boosts growth prospects

Infineon Technologies raised its full-year guidance on Wednesday as ‌demand for power supply solutions for ‌AI data centers surged and automotive order intake improved, ​joining a wave of chipmakers benefiting from AI infrastructure spending. The German chipmaker, which provides parts for automotive, power and security systems, posted ‌second-quarter revenue of ⁠3.81 billion euros ($4.47 billion), up 6% from the same quarter a year ⁠earlier. Infineon now expects revenue to rise significantly year-on-year for fiscal 2026, up from a ​previous forecast ​of moderate growth.

Rohm, Toshiba, Mitsubishi Electric to begin power chip integration talks, Nikkei says
Reuters132d agoneutral
Rohm, Toshiba, Mitsubishi Electric to begin power chip integration talks, Nikkei says

Japan's Rohm, Toshiba and Mitsubishi Electric will start talks to integrate their power semiconductor businesses to ‌form the world's second-biggest power chip group after Germany's Infineon, ‌the Nikkei newspaper said on Thursday. The talks could complicate rival Denso's bid to acquire Rohm, ​after the Toyota Motor group supplier earlier this month approached the chipmaker about a potential buyout.

Exclusive-German semiconductor group Elmos exploring a sale, sources say
Reuters138d agoneutral
Exclusive-German semiconductor group Elmos exploring a sale, sources say

Germany's Elmos Semiconductor is exploring a sale as its founders consider exiting the business, according to three people ‌familiar with the matter. Elmos, which has a market value of around 2.3 billion euros ($2.5 billion), ‌has hired Morgan Stanley to advise on the process, the people said, requesting anonymity because the deliberations are confidential. Elmos and Morgan Stanley ​declined to comment.

Infineon executive urges Europe to build larger, automated fabs
Reuters141d agoneutral
Infineon executive urges Europe to build larger, automated fabs

Europe's semiconductor industry must invest in more automated and larger 300-millimeter wafer fabs to ‌counter growing competition from Chinese rivals in power and analog chips, ‌an Infineon Technologies executive said last Friday. Speaking at a conference for semiconductor industry executives in ​Poland, Thomas Altenmueller, Vice President Manufacturing Analytics at Infineon, said that Chinese manufacturers were rapidly gaining capacity and expertise in areas historically dominated by European chipmakers. Altenmueller said the shift toward ⁠power and analog chips by Chinese companies was pushed by export restrictions on more advanced semiconductor tools like ASML's ⁠EUV lithography machines.