China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1, 2026, prices for its smart security and AIoT product lines will rise by 10% or 20%, depending on the upstream wafer foundry manufacturing the products.
The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz, a key oil transit route in the Persian Gulf, and to attack several Gulf monarchies on the Arabian Peninsula. As the military confrontation continues, markets are assessing the potential impact on the global economy.
The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement restrictions even as memory shortages and rising prices strain electronics supply chains.
FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations came in below expectations, as the fading effect of China's subsidy programs and memory shortages weakened smartphone demand, with possible headwinds continuing into 2026. The first quarter is a seasonal low point, with demand expected to recover gradually from the second quarter.
Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform to Japan's Fujitsu, marking a concrete step from roadmap promise to commercial deployment in the AI infrastructure race.
Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most ambitious in-house training processor and lean more heavily on external suppliers, according to The Information.
