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NEWS TAGGED MARKET

Friday 13 February 2026

Global server market, 4Q 2025

Introduction

Friday 13 February 2026

Explainer: how US-Taiwan 'ART' deal rewires global tech economy

On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional...

Friday 13 February 2026

Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

Friday 13 February 2026

Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries

Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following...

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...

Friday 13 February 2026

Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment

As the European Union-China trade dispute over battery electric vehicles (BEVs) drags on, the EU is on track to replace punitive tariffs of up to 35% with a "minimum price commitment"...

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...

Friday 13 February 2026

E-glass capacity cuts trigger production shifts for Taiwan CCL makers

The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...

Thursday 12 February 2026

Global semiconductor industry, 2026

Introduction

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026

BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing

BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...

Thursday 12 February 2026

Tower Semiconductor revamps strategy after Intel deal collapses

Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...

Thursday 12 February 2026

Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier

Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...

Thursday 12 February 2026

Canada prepares safeguards ahead of Chinese EV imports

The first wave of Chinese electric vehicles is expected to enter the Canadian market in February 2026 under a new trade arrangement. But alongside the arrival of lower-cost cars comes...

Thursday 12 February 2026

China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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7 DAYS NEWS

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook