CONNECT WITH US
Wednesday 11 February 2026
ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters reported, citing two people familiar with the matter, as the TikTok parent seeks to secure a supply of advanced processors

LATEST STORIES
Wednesday 11 February 2026
Globe's direct-to-cell satellite service aims to boost coverage and resilience across the Philippines
Globe Telecom stated that it will be the first operator in Southeast Asia to offer direct-to-cell satellite connectivity, becoming the second Asian carrier to collaborate with SpaceX on satellite data communications, following Japan's KDDI
Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center infrastructure. The third Asia Photonics Expo (APE 2026), which concluded on February 6, 2026, reflected this shift, bringing together more than 240 exhibitors and nine international pavilions to showcase how optical technologies are becoming increasingly intertwined with semiconductor manufacturing and high-performance computing systems
Wednesday 11 February 2026
India broadens deep tech definition and extends startup eligibility to spur frontier innovation
India has overhauled its startup policy framework to broaden the definition of deep tech and extend eligibility for government support to 20 years, a move aimed at better aligning regulation and funding with the long development cycles of science- and engineering-led companies, according to TechCrunch, Bloomberg, and ThePrint
Wednesday 11 February 2026
ASE focuses on Malaysia expansion, ADI plant acquisition expected to close in 2Q26
After US President Donald Trump took office, he vigorously promoted the reshoring of the chip manufacturing supply chain, prompting some Taiwanese companies to shift the focus of their overseas expansion from previously favored new hubs in Southeast Asia to Arizona, where TSMC is located. Dr. Tien Wu, chief operating officer of ASE Technology Holding, said that the group's future overseas manufacturing footprint will still center on Penang, Malaysia, with the Philippines and South Korea serving as complementary bases, targeting automotive and robotics orders from global IDM customers
Wednesday 11 February 2026
Silan raises device prices about 10% from March, signaling wider cost pass-through
On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe global metal price volatility and sustained increases in the cost of precious metals used in wafer processing
Wednesday 11 February 2026
TCL narrows gap with Samsung as Chinese TV brands gain ground
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense contrasts with stagnation at Samsung Electronics and LG Electronics. What began as a volume-driven push is increasingly paired with premium strategies, setting the stage for fiercer competition across the global television industry
Wednesday 11 February 2026
Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes
Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global EDA industry's China market
Wednesday 11 February 2026
Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20% year-on-year shipment growth for both categories across 2026. The company reported stronger fourth-quarter revenue and modest annual results
Wednesday 11 February 2026
SMIC breaks 2025 revenue record, margins fall to 19.2%
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy depreciation costs and shifting smartphone supply chain dynamics, underscores the financial pressure of aggressive capacity expansion despite sustained high utilization across manufacturing facilities
Wednesday 11 February 2026
Alibaba builds Google-class AI stack with 'golden triangle' chip, cloud and model integration
Alibaba has completed the final piece of its AI strategy. T-Head Semiconductor has launched the Zhenwu 810E AI chip, developed in-house by Alibaba across hardware and software. The company's AI structure is now fully visible, built around Tongyi Lab, Alibaba Cloud, and T-Head Semiconductor operating as an integrated trio
Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30

Wednesday 11 February 2026
Nokia opens its largest fixed network R&D facility in Tamil Nadu
Nokia has inaugurated a new research and development (R&D) facility for fixed networks in Tamil Nadu, marking the Finnish telecom equipment maker's largest such center globally and reinforcing its long-term commitment to India as a technology and engineering hub
Wednesday 11 February 2026
Anthropic faces trademark lawsuit in India as it expands local operations
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter fast-growing local markets, according to Hindu Business Line and TechCrunch
Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products. The company is recalibrating its strategy, with India and China positioned as key pillars in its recovery roadmap
Tuesday 10 February 2026
SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power semiconductor designed for Nvidia's next-generation artificial intelligence accelerator, Vera Rubin