Trend Micro Incorporated develops and sells security-related software for computers and the internet across Japan, the Americas, Europe, and the Asia Pacific. Its offerings include platforms such as the Vision One platform, cyber risk exposure management, security operations, cloud security, endpoint security, network security, email and collaboration security, threat intelligence, identity, AI, and data security. The company also provides managed XDR, incident response, and support services, along with products including security suites, Maximum Security, internet security, Scam Check, Deepfake Inspector, Ad Blocker, ID Protection, Micro VPN, Cleaner One Pro, Unzip One, Antivirus+ Security, Mobile Security, and HouseCall, as well as bundled support services. Incorporated in 1965, it is headquartered in Shinjuku, Japan.
AI-Abused Cyberattacks Surge in Japan and South Korea, Forcing Government and Corporate Response
Cyberattacks are mounting across Japan and South Korea, forcing governments and companies to respond urgently. In Japan, unauthorized access has surged broadly across industries, hitting financial firms such as Daiwa Securities and Sompo Japan, retailers including Bookoff Group Holdings and Lawson, the restaurant chain Yakiniku King, and car-sharing operator Times Mobility. The impact was especially severe at IDC Frontier, a SoftBank subsidiary in the cloud business, where the attack left 495 contracted companies and local governments unable to view their websites or exposed their data. In South Korea, nine banks and large churches suffered cyberattacks that may have used AI tools, and U.S. cybersecurity firm CrowdStrike said a 26-year-old suspect living in China most likely could not have carried out the attack without AI assistance. According to TrendAI, cybersecurity incidents involving organizations based in Japan from January through September this year have already surpassed the total for all of last year, with 86 cases in September, up about 18 percent from August and about 37 percent from July. Experts warn that the spread of AI is making it easier even for criminals without advanced skills to launch attacks, making cybercrime cheaper and more accessible.
9434.JP · Regulation · Negative SoftBank subsidiary IDC Frontier was hit by a cyberattack that left 495 contracted companies and local governments unable to view websites or exposed their data.
CRWD · Demand · Positive CrowdStrike is cited as the cybersecurity firm analyzing the AI-assisted South Korea bank attacks, highlighting demand for its threat-detection services.
4704.JP · Demand · Positive TrendAI (Trend Micro) data shows Japan cyber incidents already surpassing last year's total, underscoring demand for its security offerings.
9984.JP · Regulation · Negative SoftBank subsidiary IDC Frontier was severely hit, leaving 495 contracted companies and local governments unable to view websites or exposing data.
8601.JP · Regulation · Negative Daiwa Securities suffered unauthorized access in the broad surge of cyberattacks hitting Japanese financial firms.
8630.JP · Regulation · Negative Sompo Japan, part of Sompo Holdings, suffered unauthorized access as cyberattacks surged across Japanese financial firms.
GMI Cloud Raises $668 Million to Expand Global AI Infrastructure
GMI Cloud has raised $668 million in new financing, comprising $223 million in equity for its Series B round and a $445 million credit facility led by CTBC. The Series B was led by ARCHIV, a San Francisco investment firm specializing in AI and robotics, with participation from NVIDIA and Asia-Pacific investors including DSC Investment, Trend Micro, KB Investment, Kyobo Life and KT Corporation. The growth capital will fund capacity expansion in the United States, Taiwan and the rest of APAC, building on the company's Taiwan AI Factory and its Japan sovereign AI initiative, and will also support its inference services and strategic hiring. GMI Cloud said its contracted ARR has reached more than 9x its year-end 2025 level, while live ARR in production has grown more than 4.5x over the same period, and its inference platform now processes approximately 4 trillion tokens per week. Customers include Fireworks, Higgsfield, Nous Research, OpenRouter, Reflection, Cartesia, Trend Micro and Utopai Studios.
TrendAI Vision One Extends Claude Compliance API Integration to Claude Code and Cowork Sessions
TrendAI, the AI security business unit of Trend Micro Incorporated, announced it has expanded support for Claude's Compliance API in TrendAI Vision One to cover Claude Code and Cowork session transcripts from Claude Enterprise. The move builds on the integration TrendAI announced with Anthropic in June 2026 and adds visibility into how engineering and knowledge-work teams use AI agents day to day. Claude's Compliance API returns session records for Claude Code and Cowork, including prompts, responses and tool calls, each tied to a verified user, and TrendAI now brings those records into TrendAI Vision One so security teams can investigate AI activity in context, correlate it with endpoint, identity, cloud and network signals, and build custom detections. Rachel Jin, Chief Platform and Business Officer and Head of TrendAI, said coding and knowledge-work agents are now doing real work inside the business and security teams should be able to see and investigate that work the same way they do everything else. TrendAI Vision One also continues to ingest activity logs from Claude Enterprise, covering user logins, admin actions and configuration changes, and from Claude Platform, covering admin, system and resource events. The Claude Compliance API integration in TrendAI Vision One is available now for TrendAI Vision One customers using Claude Enterprise.
Cybersecurity & Digital Trust › Endpoint & Network Security ▲Technology
4704.JP · Technology · Positive TrendAI expanded its Claude Compliance API integration in Vision One to cover Claude Code and Cowork session transcripts, deepening its AI security product.
Anthropic · Demand · Positive Anthropic's Claude Enterprise Compliance API is being adopted by TrendAI Vision One, extending enterprise visibility and usage of Claude agents.
TrendAI Extends NVIDIA Agent Safety Platform With Threat Intelligence
TrendAI, the AI security business unit of Trend Micro Incorporated, announced support for the NVIDIA Agent Safety Platform, NVIDIA's full-stack infrastructure for running autonomous AI agents safely at enterprise scale. TrendAI Vision One extends NVIDIA's agent safeguards across the whole AI factory, covering agents, models, containers, storage and networks on one platform, pairing hardware-level detection on NVIDIA BlueField DPUs and network security with Zero Day Initiative threat intelligence. The platform's model protection uses inline inspection of prompts and responses to block prompt injection and jailbreaks and to redact sensitive data before it leaks, while harness and tool governance lets security teams control which tools and MCP servers agents can reach and inspect every tool call. Data and identity controls find and classify sensitive data feeding AI, stop agents from reaching data they shouldn't, extend file security and data loss prevention to files agents read and write, and strip excess privilege from agents and other non-human identities. Using NVIDIA BlueField DPU and DOCA telemetry, TrendAI Vision One detection stays trustworthy even if the host OS is compromised and correlates AI signals with endpoint, network and identity telemetry so a hijacked agent cannot move laterally unseen. Rachel Jin, Chief Platform and Business Officer and Head of TrendAI, said security cannot sit in one place and must cover the model, the harness, and every tool and data source an agent touches.
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows Technology
Cybersecurity & Digital Trust › Data Security & Cyber Resilience ▲Technology
Cybersecurity & Digital Trust › Identity & Access Management ▲Technology
4704.JP · Technology · Positive TrendAI, Trend Micro's AI security unit, announced support for NVIDIA's Agent Safety Platform, extending Vision One across the AI factory.
NVDA · Technology · Positive TrendAI extends NVIDIA's Agent Safety Platform, deepening adoption of NVIDIA's full-stack AI agent infrastructure and BlueField DPU/DOCA telemetry.
Trend Micro Cuts Full Year Profit Guidance on Cloud and AI Costs
Trend Micro reported half year 2026 earnings and cut full year profit guidance as cloud and AI related costs weigh on margins despite higher reported sales and net income. The share price fell 14.6% over the last day and is down 9.1% year to date, while the one year total shareholder return is down 25.5%. The five year total shareholder return remains positive at 22.5%, suggesting near term momentum has faded after the earnings and guidance update. The stock now sits at a sizeable discount to both analyst targets and one estimate of intrinsic value, with the most followed narrative pegging fair value at ¥6,511, above the last close of ¥5,851, framing the stock as modestly undervalued.
TrendAI Named Trusted Partner in OpenAI Daybreak Cyber Partner Program
TrendAI has joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI's frontier AI capabilities purpose-built for cybersecurity. TrendAI is among the first cybersecurity vendors selected as OpenAI expands Daybreak from internal testing to a curated group of trusted defenders. TrendAI managed security teams are already deploying agentic triage capabilities powered by OpenAI's frontier AI models integrated directly into TrendAI Vision One, delivering contextual triage decisions at machine speed and reducing mean time to triage. The partnership also strengthens TrendAI's vulnerability intelligence programs, giving threat researchers greater speed and precision in identifying, prioritizing, and disclosing vulnerabilities before they can be exploited. Insights developed through Daybreak will feed directly into TrendAI's global threat intelligence programs and Zero Day Initiative, the industry's longest-running vendor-agnostic bug bounty program.
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
4704.JP · Technology · Positive TrendAI joins OpenAI Daybreak Cyber Partner Program, gaining access to frontier AI for cybersecurity, enhancing triage and vulnerability intelligence.
OpenAI · Demand · Positive OpenAI expands Daybreak program to trusted partners like TrendAI, indicating growing adoption of its cybersecurity AI capabilities.