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Tuesday 24 February 2026

A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent

What if the next pillar of the global semiconductor industry isn't built in one country — but three?

Tuesday 24 February 2026

Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026

Taiwan bets on local production for 1,600-unit unmanned vessel fleet

Taiwan's military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly...

Tuesday 24 February 2026

South Korean battery leaders ramp up LFP production for North American ESS market

The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution...

Tuesday 24 February 2026

Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back

Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...

Tuesday 24 February 2026

Taiwan says 15% US tariff caps worst-case risk, but exporters face uneven outlook

Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive...

Tuesday 24 February 2026

AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026

Nokia licensing ruling blocks Asus and Acer online sales in Germany

Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.

Tuesday 24 February 2026

Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.

The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting...

Tuesday 24 February 2026

China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist

Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist,...

Tuesday 24 February 2026

"Buyer beware": Trump threatens steeper tariffs after court setback

U.S. President Donald Trump has issued a severe new warning to U.S. trading partners following a recent Supreme Court decision that quashed his previous global duties.

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...

Monday 23 February 2026

US tariff ruling puts Taiwan chips in the crosshairs

The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the...

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...

Monday 23 February 2026

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...

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