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Monday 23 February 2026
Nokia patent suit triggers Germany sales ban on Acer and Asus PCs
Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products by both companies in Germany. Acer stressed its respect for intellectual property rights and stated it has prepared design-around solutions to quickly resume supply legally, minimizing the impact.
Monday 23 February 2026
IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February 24, 2026, following a February 20 executive order titled "Ending Certain Tariff Actions." While the rollback removes a major cost burden for importers, President Donald Trump's plan to impose a broad 15% tariff on most global imports threatens to offset much of the relief, especially for the technology sector.

Monday 23 February 2026
Lenovo hits North American partners with price increases driven by memory shortage
Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments on selected commercial client devices and server products from March 2026. Resellers were urged to order by February 25, 2026, and ensure delivery by February 28, 2026, to preserve current pricing.
Monday 23 February 2026
Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president Jason Banta as vice president of global compute sales. He will oversee channel sales strategy across consumer and commercial markets and expand OEM partnerships.

Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's system-on-chip (SoC) processors are expected to debut this year in laptops from Dell and Lenovo. Analysts do not expect a near-term earnings impact, but the move secures Nvidia a role in the emerging AI PC upgrade cycle.
Monday 23 February 2026
Meta goes after Apple with AI-first smartwatch revival
Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including Apple and Google. According to The Information, Meta plans to release its first smartwatch, code-named "Malibu 2," in 2026. The device will feature health-tracking capabilities and a built-in Meta AI assistant. This revival comes after the company abandoned an earlier smartwatch project in 2022 amid cost-cutting at its Reality Labs hardware division.
Monday 23 February 2026
Microsoft taps AI exec Asha Sharma to lead Xbox back to console roots
Microsoft has named AI executive Asha Sharma as the new head of its Xbox and gaming division. The appointment signals a deliberate pivot back to console players, after years of chasing mobile and PC audiences.
Tuesday 17 February 2026
Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and data center hardware, according to Bloomberg and other reports.
Tuesday 17 February 2026
Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai
Apple Inc. has announced a "special Apple experience" scheduled for March 4, 2026, at 9:00 a.m. Eastern Time, according to invitations sent to media and industry guests.
Friday 13 February 2026
Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins
Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands to rethink product positioning, component choices, and pricing strategies in 2026.
Friday 13 February 2026
Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product mix and dynamic pricing to protect margins, even as AI becomes its fastest-growing revenue engine.
Thursday 12 February 2026
China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset margin pressures. The company also warned of mounting pressure on PC shipments due to a worsening memory-chip shortage.
Thursday 12 February 2026
Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages
Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown. The supply chain, however, remains cautious — the momentum, sources warn, is short-lived. When inventories of key components are drawn down by the second quarter of 2026, and price increases are passed on to end consumers, the real test will begin. As Warren Buffett famously put it: "Only when the tide goes out do you discover who's been swimming naked."
Thursday 12 February 2026
Weblink posts record January revenue as AI demand boosts data center and consumer markets
Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven by accelerated AI application adoption across multiple sectors.
Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.
Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for the month. Key operational highlights included notebook sales rising 50.6%, desktop PC revenue up 41.9%, gaming and esports-related products growing 53.4%, and commercial product revenue surging 63.4%.
Tuesday 10 February 2026
Asus' AI server push bolsters revenue despite memory shortages
Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal decline and overall 2026 shipments to face challenges due to memory shortages and price hikes.
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise adoption.
Monday 9 February 2026
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact.

Monday 9 February 2026
Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential ahead and across a broader range of applications. He emphasized that AI server manufacturing is becoming increasingly complex, with much faster iteration cycles, a trend that works in favor of Taiwan's ODM industry. As products grow more complex, ODMs will not revert to low-margin models of the past.
Monday 9 February 2026
Exclusive: Color e-paper fuels an e-reader boom across Asia, E Ink says
At the annual Taipei International Book Exhibition — traditionally a peak season for e-reader launches and promotions — E Ink Holdings, the world's largest e-paper material supplier, used the event to assess the latest market trends. David Liu, assistant vice president of E Ink's eReader Business Unit, shared his frontline observations.
Sunday 8 February 2026
Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world
Dassault Systèmes announced that it will undertake its largest-ever technology integration with Nvidia, deepening a partnership that spans more than 25 years. Under the expanded collaboration, the two companies will embed accelerated computing, generative artificial intelligence, and digital twin technologies throughout engineering design and manufacturing workflows, jointly positioning themselves at the forefront of Physical AI and so-called world foundation models.
Sunday 8 February 2026
Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook
Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment expectations for 2026.
Sunday 8 February 2026
Google named Apple's preferred cloud provider as AI partnership details remain unclear
Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence, even as both companies continue to withhold detailed disclosures.