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Monday 16 February 2026

China's GPU Four race to power large models, eye inference surge

China's leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren...

Monday 16 February 2026

Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew...

Monday 16 February 2026

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Monday 16 February 2026

India fines Intel over discriminatory warranty policy

On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02...

Sunday 15 February 2026

A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology...

Sunday 15 February 2026

CXMT races to scale up as yield gaps and export curbs bite

CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite...

Sunday 15 February 2026

Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes

Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...

Saturday 14 February 2026

ByteDance expands chip team to 1,000, advancing four major design lines

Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware...

Saturday 14 February 2026

China sets price guidelines to curb cutthroat EV competition

China's State Administration for Market Regulation (SAMR) issued a set of guidelines on February 12 aimed at regulating pricing throughout the automotive production process, as part...

Saturday 14 February 2026

World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom

GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...

Saturday 14 February 2026

Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition

One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...

Saturday 14 February 2026

AMD's growing server and PC share pressures Intel as China supply constraints tighten prices

AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...

Saturday 14 February 2026

Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments

Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...

Friday 13 February 2026

Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets

As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...

Friday 13 February 2026

Global server market, 4Q 2025

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from custome...

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