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Company

Nikkei Asia

Nikkei Asia is an English-language news outlet covering business, economics, and technology across Asia, published by Japan's Nikkei group.

Known aliases

  • asia.nikkei.com

Current stories

investOne report1 publisher

Apple reportedly orders at least 15% fewer iPhone 18 Pro components for October than it first requested

Apple has cut its October component orders for the iPhone 18 Pro and Pro Max to at least 15% below its original requests, Nikkei Asia reported. Memory-chip costs are the backdrop Fortune cites, but nothing in the report measures how much of the shortfall comes from price.

Publishers:fortune.com

Reality

Evidence38
Adoption
Not scored
Hype gap+30
Incentives
Not scored
Confidence42
productConfirmed11 publishers

Apple reportedly cuts October iPhone 18 Pro component orders by 15% as memory costs rise

Apple has asked suppliers to cut October component orders for the iPhone 18 Pro and Pro Max by about 15%, according to a Nikkei Asia report. Nikkei blames soaring memory costs and price rises but also points to a changed launch calendar, and device teams need to know which of the two they are planning around.

Perspective Coverage

16 publishers
Builder
Builder 28%
Operator
Operator 36%
Investor
Investor 36%

Reality

Evidence45
Adoption45
Hype gap+30
Incentives35
Confidence55
investOne report1 publisher

Chinese family offices moving to Hong Kong take Beijing's 20% trust tax with them

China's July rule taxes wealthy Chinese 20% at each stage of an offshore-trust transaction, in Hong Kong as well as Singapore. So Hong Kong's family office gains look tied to Singapore's stricter vetting and year-plus approval queue.

Publishers:en.sedaily.com

Reality

Evidence40
Adoption
Not scored
Hype gap+35
Incentives60
Confidence35
investConfirmed5 publishers

Toshiba's $400 million plan to double hard-drive output knocks 10% off Western Digital and Seagate

Western Digital and Seagate each fell 10.2% after Nikkei Asia reported Toshiba will spend $400 million to double its AI hard-drive capacity in fiscal 2027. The bull case now turns on timing, because Toshiba's extra drives reach the price talks only when hyperscalers negotiate 2028 terms.

Perspective Coverage

5 publishers
Builder
Builder 6%
Operator
Operator 17%
Investor
Investor 77%

Reality

Evidence55
Adoption
Not scored
Hype gap+20
Incentives50
Confidence50
investOne report1 publisher

Footnotes at nine tech companies now hold $3 trillion of unstarted AI commitments

About $1.2 trillion of data-center leases that have not begun and $1.9 trillion of chip and equipment purchase agreements sit in the footnotes of nine tech firms whose capex over the past year was around $600 billion.

Reality

Evidence40
Adoption45
Hype gap+32
Incentives60
Confidence35
buildOne report1 publisher

Project-finance underwriting decides which US data centers see Nippon Life's 2 trillion yen

Nikkei says the Japanese insurer expects spreads above 2% on US project-finance lending that includes data-center construction. The 2 trillion yen is announced capacity across all infrastructure, with no developer named.

Publishers:runtimewire.com

Reality

Evidence38
Adoption12
Hype gap+25
Incentives55
Confidence50
investOne report1 publisher

A 10-yen rally strands the currency assumptions behind 185 of 360 Japanese earnings plans

Toyota planned its year on 160 yen to the dollar while the market pays about 153, and at 50 billion yen of operating profit for every yen that gap is worth 300 billion to 350 billion. Daiwa's arithmetic puts the index-wide cost nearer 1.4%.

Publishers:en.sedaily.com

Reality

Evidence58
Adoption
Not scored
Hype gap+8
Incentives45
Confidence55