This is a story about Ji Sen. That's a Japanese term, meaning putting theory into practice. Japan is changing the way it does business so it can have the money it needs to invest in productivity.What does that mean for Japanese corporations. The way they are structured and the way they finance those investments. There is a real corporate revolution going on.The notion of every company needing a plan to get above one times book and essentially using shame as a tool for reform has been very, very effective as ...

One of the video game sector’s biggest players is undergoing a management transition. Phil Spencer, who joined Microsoft as an intern in 1988 and has led its Xbox video game unit since 2014, is retiring. Asha Sharma will become EVP and CEO. Matt Booty will become EVP and Chief Content Officer, reporting to Sharma. Xbox President Sarah Bond has resigned. The video game business has gotten more turbulent for the traditional console giants and major publishers as mobile and casual gaming keeps disrupting pas ...

Microsoft Gaming head Phil Spencer retires, insider Asha Sharma takes over | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view shows a Microsoft logo at Microsoft offices in Issy-les-Moulineaux near Paris, France, March 25, 2024. REUTERS/Gonzalo Fuentes/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Xbox COO Sarah Bond exits Microsoft- Matt Booty promoted to chief content officer- Asha Sharma named CE ...

Phil Spencer, CEO of Microsoft Gaming, appears at the Political Opening of the Gamescom conference in Cologne, Germany, on Aug. 23, 2023.Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company faces increased challenges in its Xbox business."Last year, Phil Spencer made the decision to retire from the company, and since then we've been talking about succession planning," Microsoft CEO Satya Nadella wrote in a memo to employees that was published on ...

A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse.Since the start of 2026, Tesla Inc., Apple Inc. and a dozen other major corporations have signaled that the shortage of DRAM, or dynamic random access memory — ...

彭博社称，去年12月到今年1月，某类DRAM价格暴涨75%，越来越多零售商和中间商开始每日调整售价，"内存末日"（RAMmageddon）成为业内形容当前 局面的词汇。 造成短缺的根本原因是AI数据中心扩张。Alphabet、OpenAI等公司大量消耗内存芯片产能，导致消费电子厂商只能争夺日益减少的供应。伯恩斯坦分析师 Mark Li警告，内存价格正呈"抛物线式"上涨。 短缺正冲击下游产业。索尼考虑将下一代PlayStation推迟至2028年甚至2029年推出；任天堂也在考虑2026年提高Switch 2售价。思科上周给出疲软盈利展望 时提及内存短缺，导致股价创近四年最大单日跌幅。 苹果CEO库克表示，这将压缩iPhone利润率；美光科技称这一瓶颈"前所未见"；特斯拉CEO马斯克直言将不得不自建内存制造厂："我们只有两个选择：撞 上芯片墙，或者建一座晶圆厂"。 【环球网财经综合报道】据彭博社消息，人工智能热潮正引发存储芯片抢购潮。自2026年初以来，特斯拉、苹果等十余家大型企业发出警告，动态随机存取 内存（DRAM）短缺将限制生产。 Counterpoint分析师MS Hwang表示，DRAM短缺将在全年持 ...

: If you were planning to buy a new hard drive this year, you may want to brace yourself. Prices could climb even higher.AI boom drives surge in hard drive demand: Western Digital sells out 2026 storage capacityWestern Digital, one of the world’s largest hard drive manufacturers, says it has already sold out of its storage capacity for calendar year 2026 and there are still more than 10 months left in the year.CEO Irving Tan said during the company’s recent quarterly earnings call that, “We're pretty much ...

By Debby Wu, Takashi Mochizuki and Yoolim Lee   A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse.   Since the start of 2026, Tesla Inc., Apple Inc. and a dozen other major corporations have signaled that th ...

Core Viewpoint - A global shortage of memory chips is emerging, significantly impacting profits, corporate strategies, and prices across various sectors, including consumer electronics and automotive industries. This situation is expected to worsen as demand from AI data centers escalates [1][2]. Group 1: Industry Impact - Major corporations like Tesla and Apple have indicated that the shortage of DRAM will limit production capabilities, with Apple warning of compressed iPhone margins [2][8]. - The demand for memory chips is being driven primarily by AI data centers, with companies like Alphabet and OpenAI consuming a large share of production to support their applications [4][17]. - The price of DRAM has surged dramatically, with one type increasing by 75% from December to January, leading to daily price adjustments by retailers [5][12]. Group 2: Corporate Responses - Companies are adapting to the crisis; for instance, Tesla is considering building its own memory fabrication plant to mitigate supply issues [2][3]. - Sony is contemplating delaying the launch of its next PlayStation console to 2028 or 2029 due to the memory shortage, which disrupts its strategic planning [9]. - Chinese smartphone manufacturers are reducing shipment targets, with Oppo cutting its forecast by up to 20% for 2026 [10]. Group 3: Future Projections - Analysts predict that memory chip prices will continue to rise, with Bernstein's Mark Li stating that prices are going "parabolic," benefiting manufacturers like Samsung and Micron while hurting the broader electronics sector [7][22]. - The demand for high-bandwidth memory (HBM) is expected to increase by 70% year-over-year in 2026, further straining the supply of standard DRAM [19][21]. - The current supply-demand imbalance is projected to persist throughout the year, with significant implications for various industries, including automotive and telecommunications [22][23]. Group 4: Economic Implications - The rising costs of memory chips could lead to DRAM accounting for up to 30% of the bill of materials for low-end smartphones, tripling from 10% in early 2025 [25]. - Companies across the electronics sector are warning consumers to prepare for higher prices, particularly ahead of key midterm elections in the US, where inflation may become a critical issue [25][26].

Core Viewpoint - The article discusses the significant shift in the Japanese television market, highlighting the increasing dominance of Chinese companies and the necessity for Japanese firms to adapt their business models as they retreat from the consumer electronics sector [4][5]. Group 1: Market Dynamics - Sony Group plans to divest its television business, transitioning it to a joint venture led by Chinese giant TCL, which will result in Chinese companies controlling 60% of the Japanese domestic television market by 2025 [5][6]. - REGZA, a brand associated with Toshiba, is primarily manufactured and sold by TVS REGZA, which is 95% owned by China's Hisense Group, indicating a significant shift in capital ownership within the market [5][6]. Group 2: Competitive Landscape - Chinese companies, such as TCL, are outperforming Japanese firms in pricing, with a 43-inch 4K LCD TV priced around 50,000 yen (approximately 2,257.55 RMB) compared to Sony's price of around 100,000 yen (approximately 4,515.1 RMB) [5]. - By 2025, if Sony's brand is fully integrated into the TCL-led joint venture, the Chinese market share in Japan's television sector is projected to reach 60% [6]. Group 3: Broader Implications - The global television market is increasingly dominated by companies like Samsung and LG, with Japanese firms losing their competitive edge [8]. - Panasonic is the only major Japanese company pursuing an independent strategy in the television sector, while others are considering divestment or restructuring [8][9]. - Japanese companies are shifting focus from hardware to digital services and infrastructure, as exemplified by Sony and Hitachi's transition to revenue models based on continuous service offerings [9].