TAIPEI -- Costs are surging across the electronics supply chain as the Iran war, booming AI demand and capacity constraints combine to push up prices for everything from printed circuit boards and lasers to plastic packaging and shipping, Nikkei Asia has learned.
US rushes to set up refund portal to pay back $166bn in Trump tariffs
WASHINGTON/NEW YORK -- Almost a year after President Donald Trump imposed "reciprocal" tariffs on most of the world, the U.S. is rushing to put in place a system to pay back $166 billion it collected now that the duties have been found unconstitutional.
Satellite broadcaster Sky Perfect JSAT grows popular as defense stock
TOKYO -- Satellite broadcaster Sky Perfect JSAT Holdings is gaining prominence in the defense industry, considering satellite images play a growing role in forces identifying and targeting threats from afar in so-called standoff defense.
Subaru secures $630m credit line from Mizuho, other banks as risks grow
TOKYO -- Subaru signed a contract Tuesday for a 100 billion yen ($630 million) committed credit line, giving the automaker flexibility to borrow for investment in areas such as hybrids and self-driving technology in an uncertain environment.
Hormuz closure is quietly threatening Taiwan's semiconductor industry
Alvin Camba is the lead scientist and director of research at Lyvi, and a nonresident fellow in the Indo-Pacific Security Initiative at the Atlantic Council's Scowcroft Center for Strategy and Security.
Japan's top banks aim to unwind $6bn in cross-held shares in 3 years
TOKYO -- The three biggest banks in Japan plan to divest more than 1 trillion yen ($6.27 billion) combined in cross-shareholdings of companies over the next three years in the pursuit of capital efficiency.
KKR to take Japan chemical maker Taiyo private with $3bn offer
TOKYO -- U.S. investment firm KKR said Tuesday it will launch a tender offer for Taiyo Holdings as soon as October, proposing to spend around 500 billion yen ($3.2 billion) to take the Japanese chemical group private.
Mitsubishi Materials returns to rare earth recycling as China curbs exports
TOKYO --Mitsubishi Materials will invest in a U.S. company that recovers rare earths from industrial waste in a second attempt to enter the field, the company announced Tuesday, betting on advanced refining technology that reduces the cost of recycling.
Japan's Takaichi, France's Macron to strike rare-earths deal
TOKYO -- The leaders of Japan and France are poised to agree Wednesday to create a roadmap for diversifying supplies of rare earths and other critical minerals, Nikkei has learned.
Indonesia pushes remote work, biodiesel expansion to tackle oil crisis
JAKARTA -- Indonesia on Tuesday announced measures to reduce oil consumption, including a remote work policy and a biodiesel push expansion, as concerns grow over fuel supply shortages and rising fiscal risks from the raging war in the Middle East.