<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Asia desk — jesseahawkins.com</title><description>Official releases from China, Taiwan, South Korea and Japan that move the chip and AI trade, each kept with its sha256.</description><link>https://jesseahawkins.com/asia/</link><language>en-us</language><item><title>Korea&apos;s October chip exports are $56.4 billion, up 259%, as AI capital spending holds.</title><link>https://jesseahawkins.com/asia/#kr-october-exports</link><guid isPermaLink="false">asia:kr-october-exports</guid><description>South Korea · Demand. Ministry of Trade, Industry and Resources (MOTIR): “semiconductor exports rose 259.4 percent to $56.44 billion” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2773/view?bbsCdN=2</description><pubDate>Mon, 02 Nov 2026 00:00:00 GMT</pubDate></item><item><title>China says it has already taken countermeasures against the FCC ban on Chinese testing labs from 2028.</title><link>https://jesseahawkins.com/asia/#cn-us-fcc-testing-labs</link><guid isPermaLink="false">asia:cn-us-fcc-testing-labs</guid><description>China · Controls. Ministry of Commerce of the People’s Republic of China (MOFCOM): “China strongly deplores and rejects these actions, and has already taken countermeasures in response.” https://english.mofcom.gov.cn/News/SpokesmansRemarks/art/2026/art_a471d3e9fb504ff1adeede99c64bbcf0.html</description><pubDate>Fri, 30 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Korea and Germany sign a framework for an economic and high-tech partnership in Seoul.</title><link>https://jesseahawkins.com/asia/#kr-germany-economic-security</link><guid isPermaLink="false">asia:kr-germany-economic-security</guid><description>South Korea · Supply. Ministry of Trade, Industry and Resources (MOTIR): “signed a Joint Declaration of Intent on a Framework for an Economic and High-Tech Partnership between Korea and Germany” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2772/view?bbsCdN=2</description><pubDate>Fri, 30 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Japan and Germany agree to co-invest in critical minerals and diversify supply.</title><link>https://jesseahawkins.com/asia/#jp-germany-critical-minerals</link><guid isPermaLink="false">asia:jp-germany-critical-minerals</guid><description>Japan · Supply. Ministry of Economy, Trade and Industry (METI): “Explore the possibility of co-investments and support companies to promote co-offtakes.” https://www.meti.go.jp/english/press/2026/10/20261029004.html</description><pubDate>Thu, 29 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Japan and Germany sign a declaration of intent on a semiconductor ecosystem partnership.</title><link>https://jesseahawkins.com/asia/#jp-germany-semiconductors</link><guid isPermaLink="false">asia:jp-germany-semiconductors</guid><description>Japan · Supply. Ministry of Economy, Trade and Industry (METI): “cooperation to strengthen the resilience of semiconductor supply chains” https://www.meti.go.jp/english/press/2026/10/20261029005.html</description><pubDate>Thu, 29 Oct 2026 00:00:00 GMT</pubDate></item><item><title>China opposes the US Treasury&apos;s new proposed rules on outbound investment and reserves countermeasures.</title><link>https://jesseahawkins.com/asia/#cn-us-outbound-investment</link><guid isPermaLink="false">asia:cn-us-outbound-investment</guid><description>China · Controls. Ministry of Commerce of the People’s Republic of China (MOFCOM): “We will closely monitor subsequent developments and reserve the right to take corresponding measures.” https://english.mofcom.gov.cn/News/SpokesmansRemarks/art/2026/art_2712c5d76116444e9ab1073a95333141.html</description><pubDate>Sat, 24 Oct 2026 00:00:00 GMT</pubDate></item><item><title>China objects to the Pentagon&apos;s university research-security audit and promises measures for its institutes.</title><link>https://jesseahawkins.com/asia/#cn-us-research-audit</link><guid isPermaLink="false">asia:cn-us-research-audit</guid><description>China · Controls. Ministry of Commerce of the People’s Republic of China (MOFCOM): “China will take necessary measures to safeguard the legitimate rights and interests of Chinese research institutions.” https://english.mofcom.gov.cn/News/SpokesmansRemarks/art/2026/art_03a2adf0d37b449e866941fb445d0a19.html</description><pubDate>Fri, 23 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Axcelis breaks ground on a larger ion-implant plant in Pyeongtaek, its only one outside the US.</title><link>https://jesseahawkins.com/asia/#kr-axcelis</link><guid isPermaLink="false">asia:kr-axcelis</guid><description>South Korea · Supply. Ministry of Trade, Industry and Resources (MOTIR): “AAOC is the company’s only manufacturing facility outside the United States.” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2759/view?bbsCdN=2</description><pubDate>Tue, 20 Oct 2026 00:00:00 GMT</pubDate></item><item><title>UMC&apos;s September 2026 revenue is NT$25.4 billion, up 27.2% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-09-2303</link><guid isPermaLink="false">asia:tw-2026-09-2303</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1151017&quot;,&quot;11509&quot;,&quot;2303&quot;,&quot;聯電&quot;,&quot;半導體業&quot;,&quot;25350431&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Sat, 17 Oct 2026 00:00:00 GMT</pubDate></item><item><title>TSMC&apos;s September 2026 revenue is NT$511.9 billion, up 54.6% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-09-2330</link><guid isPermaLink="false">asia:tw-2026-09-2330</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1151017&quot;,&quot;11509&quot;,&quot;2330&quot;,&quot;台積電&quot;,&quot;半導體業&quot;,&quot;511857399&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Sat, 17 Oct 2026 00:00:00 GMT</pubDate></item><item><title>MediaTek&apos;s September 2026 revenue is NT$55.4 billion, up 2.0% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-09-2454</link><guid isPermaLink="false">asia:tw-2026-09-2454</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1151017&quot;,&quot;11509&quot;,&quot;2454&quot;,&quot;聯發科&quot;,&quot;半導體業&quot;,&quot;55399497&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Sat, 17 Oct 2026 00:00:00 GMT</pubDate></item><item><title>China proposes 40 additions to its technology export catalogue, in AI, biomedicine and photovoltaics.</title><link>https://jesseahawkins.com/asia/#cn-tech-export-catalogue</link><guid isPermaLink="false">asia:cn-tech-export-catalogue</guid><description>China · Controls. Ministry of Commerce of the People’s Republic of China (MOFCOM): “This public consultation covers 40 key technologies proposed to be added in three fields: artificial intelligence, biomedicine and photovoltaics.” https://english.mofcom.gov.cn/News/SpokesmansRemarks/art/2026/art_74bf283f105a4b19a11f7430df3671ae.html</description><pubDate>Fri, 16 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Japan&apos;s US investment initiative names its first chip project: a mature-node fab in New York, about $10 billion.</title><link>https://jesseahawkins.com/asia/#jp-us-semiconductor-project</link><guid isPermaLink="false">asia:jp-us-semiconductor-project</guid><description>Japan · Subsidy. Ministry of Economy, Trade and Industry (METI): “The estimated total project cost under the Initiative will be approximately 10 billion USD (approximately 1.6 trillion JPY), with construction scheduled to begin by the end of 2026.” https://www.meti.go.jp/english/press/2026/10/20261015001.html</description><pubDate>Thu, 15 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Korea&apos;s September ICT exports top $70 billion, a record, on AI infrastructure demand.</title><link>https://jesseahawkins.com/asia/#kr-september-ict</link><guid isPermaLink="false">asia:kr-september-ict</guid><description>South Korea · Demand. Ministry of Trade, Industry and Resources (MOTIR): “Korea’s ICT exports reached USD 75.15 billion in September 2026, up 195.8 percent year-on-year” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2753/view?bbsCdN=2</description><pubDate>Wed, 14 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Korea&apos;s trade ministry plans tighter measures against industrial technology leakage after a parliamentary audit.</title><link>https://jesseahawkins.com/asia/#kr-tech-leakage</link><guid isPermaLink="false">asia:kr-tech-leakage</guid><description>South Korea · Controls. Ministry of Trade, Industry and Resources (MOTIR): “plans to strengthen institutional measures and cooperation with relevant government agencies to make its response to technology leakage more effective” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2749/view?bbsCdN=2</description><pubDate>Thu, 08 Oct 2026 00:00:00 GMT</pubDate></item><item><title>Korea&apos;s September chip exports pass $60 billion for the first time, on memory demand.</title><link>https://jesseahawkins.com/asia/#kr-september-exports</link><guid isPermaLink="false">asia:kr-september-exports</guid><description>South Korea · Demand. Ministry of Trade, Industry and Resources (MOTIR): “semiconductor exports rose 262.8 percent to $60.30 billion, exceeding $60.0 billion for the first time as memory demand continued to grow” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2743/view?bbsCdN=2</description><pubDate>Thu, 01 Oct 2026 00:00:00 GMT</pubDate></item><item><title>UMC&apos;s August 2026 revenue is NT$25.0 billion, up 30.7% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-08-2303</link><guid isPermaLink="false">asia:tw-2026-08-2303</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1150917&quot;,&quot;11508&quot;,&quot;2303&quot;,&quot;聯電&quot;,&quot;半導體業&quot;,&quot;25044641&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Thu, 17 Sep 2026 00:00:00 GMT</pubDate></item><item><title>TSMC&apos;s August 2026 revenue is NT$514.8 billion, up 53.3% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-08-2330</link><guid isPermaLink="false">asia:tw-2026-08-2330</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1150917&quot;,&quot;11508&quot;,&quot;2330&quot;,&quot;台積電&quot;,&quot;半導體業&quot;,&quot;514805337&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Thu, 17 Sep 2026 00:00:00 GMT</pubDate></item><item><title>MediaTek&apos;s August 2026 revenue is NT$64.2 billion, up 44.1% on a year earlier.</title><link>https://jesseahawkins.com/asia/#tw-2026-08-2454</link><guid isPermaLink="false">asia:tw-2026-08-2454</guid><description>Taiwan · Demand. Securities and Futures Bureau, Financial Supervisory Commission, published by the Taiwan Stock Exchange: “&quot;1150917&quot;,&quot;11508&quot;,&quot;2454&quot;,&quot;聯發科&quot;,&quot;半導體業&quot;,&quot;64183361&quot;” https://mopsfin.twse.com.tw/opendata/t187ap05_L.csv</description><pubDate>Thu, 17 Sep 2026 00:00:00 GMT</pubDate></item><item><title>Korea&apos;s August ICT exports near $60 billion; chip exports stay above $40 billion.</title><link>https://jesseahawkins.com/asia/#kr-august-ict</link><guid isPermaLink="false">asia:kr-august-ict</guid><description>South Korea · Demand. Ministry of Trade, Industry and Resources (MOTIR): “Semiconductor exports remained above $40.0 billion for a third straight month, supported by continued demand for AI computing.” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2731/view?bbsCdN=2</description><pubDate>Mon, 14 Sep 2026 00:00:00 GMT</pubDate></item><item><title>Korea and Vietnam open a regular export-control dialogue; Vietnam&apos;s own controls began in June.</title><link>https://jesseahawkins.com/asia/#kr-vietnam-export-control</link><guid isPermaLink="false">asia:kr-vietnam-export-control</guid><description>South Korea · Controls. Ministry of Trade, Industry and Resources (MOTIR): “Vietnam introduced its export control system in October 2025 and began implementing it in June 2026.” https://english.motir.go.kr/eng/article/EATCLdfa319ada/2730/view?bbsCdN=2</description><pubDate>Fri, 11 Sep 2026 00:00:00 GMT</pubDate></item><item><title>Japan and India sign an AI cooperation memorandum at their summit in New Delhi.</title><link>https://jesseahawkins.com/asia/#jp-india-ai</link><guid isPermaLink="false">asia:jp-india-ai</guid><description>Japan · Demand. Ministry of Economy, Trade and Industry (METI): “signed a Memorandum of Cooperation between the Government of Japan and the Government of the Republic of India” https://www.meti.go.jp/english/press/2026/07/20260703003.html</description><pubDate>Fri, 03 Jul 2026 00:00:00 GMT</pubDate></item><item><title>METI and NEDO fund nine data-ecosystem projects under GENIAC, Japan&apos;s generative AI programme.</title><link>https://jesseahawkins.com/asia/#jp-geniac-data</link><guid isPermaLink="false">asia:jp-geniac-data</guid><description>Japan · Subsidy. Ministry of Economy, Trade and Industry (METI): “METI and NEDO have been implementing the GENIAC project since February 2024” https://www.meti.go.jp/english/press/2026/07/20260702001.html</description><pubDate>Thu, 02 Jul 2026 00:00:00 GMT</pubDate></item><item><title>METI launches a domestic multimodal foundation model project for robots, led by Noetra and AIST.</title><link>https://jesseahawkins.com/asia/#jp-physical-ai</link><guid isPermaLink="false">asia:jp-physical-ai</guid><description>Japan · Subsidy. Ministry of Economy, Trade and Industry (METI): “Noetra Corp. and the National Institute of Advanced Industrial Science and Technology (AIST) have been selected to lead the research and development of a domestic multimodal foundation model.” https://www.meti.go.jp/english/press/2026/0630_004.html</description><pubDate>Tue, 30 Jun 2026 00:00:00 GMT</pubDate></item><item><title>China puts seven medium and heavy rare earths, samarium and gadolinium among them, under export licence.</title><link>https://jesseahawkins.com/asia/#cn-rare-earth-controls</link><guid isPermaLink="false">asia:cn-rare-earth-controls</guid><description>China · Supply. Ministry of Commerce of the People’s Republic of China (MOFCOM): “a decision is made to implement export control on the following items” https://english.mofcom.gov.cn/Policies/AnnouncementsOrders/art/2025/art_0dd87cbee7b045bf93fabe6ab2faceee.html</description><pubDate>Fri, 04 Apr 2025 00:00:00 GMT</pubDate></item></channel></rss>