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Monday 23 February 2026
Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor production under its "Shell First" strategy
Monday 23 February 2026
India reportedly delays US trade talks as Supreme Court tariff ruling triggers fresh global uncertainty
According to Reuters, citing unnamed sources, India has postponed a planned trade delegation to Washington, citing uncertainty after the US Supreme Court struck down key tariffs imposed by President Donald Trump, in a decision that has reshaped but not resolved global trade tensions
Monday 23 February 2026
Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic priorities amid intensifying competition over next-generation memory and artificial intelligence hardware
Monday 23 February 2026
India AI Impact Summit exposes infrastructure gaps and global divisions
India's attempt to position itself as a bridge between global powers in artificial intelligence faced a series of setbacks at the India AI Impact Summit, as logistical chaos, geopolitical resistance, and controversy over misrepresented technology undercut New Delhi's ambitions
Monday 23 February 2026
India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit
India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing domestic semiconductor projects including Qualcomm's partnership with Tata Electronics
Sunday 22 February 2026
Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies
In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately
Sunday 22 February 2026
Trump vows to raise global tariff to 15% after Supreme Court ruling
US President Donald Trump said he will raise a planned global tariff to 15%, escalating his trade policy response a day after the US Supreme Court struck down many of his earlier import taxes
Sunday 22 February 2026
India advances OSAT project as Tata wafer fab faces timeline uncertainty
India's semiconductor drive is advancing unevenly, with quicker momentum in packaging and testing but mounting timeline risks in wafer fabrication, underscoring both progress and structural gaps as New Delhi seeks a larger role in global chip supply chains
Sunday 22 February 2026
India and Brazil agree to boost trade in critical minerals and rare earths
On February 21, Indian Prime Minister Narendra Modiheld wide-ranging talks with Brazilian President Luiz Inácio Lula da Silva, with both sides reaffirming their commitment to deepen strategic ties and expand cooperation across trade, technology, energy, and critical minerals
Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia

Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends beyond expanding high-bandwidth memory (HBM) sales; it aims for a head start in the design phase collaboration for next-generation AI chips, aiming to capture key leadership in future AI accelerator architectures
Friday 20 February 2026
India joins US-led Pax Silica, deepening tech and semiconductor alignment
On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains
Friday 20 February 2026
Taiwan surpasses China in monthly imports to the US for first time in decades
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products and components, according to reports from Bloomberg and Nikkei Asia
Friday 20 February 2026
Qualcomm becomes anchor ATMP customer at Tata Electronics' Assam facility
On February 19, Qualcomm Technologies, Inc. and Tata Electronics announced a collaboration under which Tata Electronics will manufacture Qualcomm Automotive Modules in India, marking a step toward localising advanced automotive electronics production
Friday 20 February 2026
Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions
India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's push to build a domestic chip industry