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UNCOVERED: 2 - The Untold Story

Iran deal could drag on as US launches fresh strikes

Hopes for a quick end to ‌the Iran war have been dashed after the US carried out 'self-defence' strikes on missile launch sites and boats placing mines.

AAP

Global Markets | Japan's Nikkei rallies on fresh optimism over AI, Iran peace talks

Japan's Nikkei surged 3.14% on Thursday, its largest gain in two weeks, driven by renewed enthusiasm for technology stocks and easing geopolitical tensions. Gains were boosted by Nvidia's strong sales forecast, an averted Samsung strike, and reports of OpenAI's potential IPO, with SoftBank Group leading advancers.

The Economic Times

Global Markets | Japan's Nikkei ends near three-week low as AI-stock selloff weighs

Japan's Nikkei share average closed at a near three-week low, with SoftBank Group leading the decline, as investors locked in profits on AI-related stocks. The index slipped 1.23%, ending lower for a fifth consecutive session, with market participants selling shares that had driven recent record highs. Declines remained limited ahead…

The Economic Times

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Global Markets | Japan's Nikkei falls from record as inflation, interest rate concerns mount

Tech shares helped Wall Street indexes notch record closing levels overnight, and gains by Japanese companies linked to the artificial intelligence boom were enough to give the Nikkei an early advance.

The Economic Times

Japan's Nikkei touches record high on tech optimism; SoftBank, Topix slump

Japan's Nikkei share average reached a record high for the third consecutive day, propelled by strong performance in the technology sector. Despite a broader market slump, tech shares mirrored Wall Street's gains, with companies like SoftBank Group reporting significant profit increases, though individual stock performance varied.

The Economic Times

Global Market: Japan’s Nikkei soars past 63,000 to record high, JGB rallies

Japan's financial markets surged on Thursday, with the Nikkei 225 reaching a record high, driven by global optimism from strong tech earnings and easing Middle East tensions. Technology shares, particularly AI-linked stocks, led the rally, while government bonds also strengthened. The yen remained stable after earlier gains.

The Economic Times

Honda’s $11B EV Factory In Canada Is Dead: Report

The carmaker previously put the plant on hold for two years. Now, a Nikkei report says the factory is dead in the water.

InsideEVs

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Japan using game development engines for urban planning and disaster management — Kimono sales also stretching Unity and Unreal Engine capabilities beyond the small screen

Innovative game engine applications in Japan stretch from civil construction projects and urban planning to 'traditional' 3D avatar clothing.

Tom’s Hardware

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Tom’s Hardware

Dollar Weakens as Japan Intervenes in Forex Market to Support the Yen

The dollar index (DXY00 ) on Thursday tumbled to a 1.5-week low and finished down by -0.95%. Thursday’s +2% rally in the yen weighed on the dollar after the Nikkei reported that the Japanese government and the BOJ conducted yen-buying operations. Earlier on Thursday, Japanese Finance Minister Satsuki Katayama warned...

Barchart

Dollar Advances with US-Iran Talks in Limbo

The dollar index (DXY00 ) on Tuesday rose by +0.29% and posted a 1-week high. The dollar moved higher on Tuesday on the stronger-than-expected US Mar retail sales and Mar pending home sales reports. The dollar gained further on Tuesday after stock prices slumped when Vice President Vance's trip to...

Barchart

Dollar Climbs on Strong US Economic Reports

The dollar index (DXY00 ) today is up by +0.09%. The dollar is climbing today on a stronger-than-expected US Mar retail sales and Mar pending home sales reports. The dollar also has support on signs that Fed Chair nominee Kevin Warsh will support an independent Fed and prioritize low inflation....

Barchart

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

Tech industry lays off nearly 80,000 employees in the first quarter of 2026 — almost 50% of affected positions cut due to AI

Many of these job cuts are blamed on AI, but some experts say that it's actually caused by bad business decisions or corporate pivots. Still, they do not discount the disruption that AI will have on the job market, even as some companies buck the trend and hire more junior…

Tom’s Hardware

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International Business Times UK

Is iPhone Fold Coming In 2026? Apple Begins Trial Production Ahead of Historic September Reveal

Apple's iPhone Fold is reportedly in trial production and still aiming for a September 2026 launch alongside the iPhone 18 Pro, as leaks point to a tablet‑style design even while rumours conflict over possible engineering delays.

The iPhone Fold may not be ready as soon as we thought

A report has appeared claiming Apple has hit a couple of engineering snags with the folding iPhone.

GamesRadar

A revised model Nintendo Switch 2 with a replaceable battery might be on the cards, but the US will have to wait

Nintendo might be pumping out a new Switch 2 with a replaceable battery thanks to EU legislation.

A new Nintendo Switch could launch next year – and I want it more than anything else

Replaceable batteries inbound

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Tom’s Hardware

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

QatarEnergy has not restarted helium production at its Ras Laffan complex nine days after Iranian drone strikes forced the facility offline.

Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

Evening Standard

How long can stock markets thrive amid the vortex of geopolitical uncertainty?

The perceived excessive valuation of software companies is very real and is severely testing the resolve of investors

Tom’s Hardware

Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

InsideEVs

Tesla’s Success In Japan Offers A Clear Lesson For Struggling EV Makers

The automaker’s record year of EV sales in Japan came on the back of a simple but massively effective retail sales strategy.

Tom’s Hardware

TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.

Tom’s Hardware

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

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