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    Monday 23 February 2026
    IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

    The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February...

    Monday 16 February 2026
    Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

    Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

    Friday 13 February 2026
    Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins
    Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...
    Friday 13 February 2026
    Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
    Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...
    Thursday 12 February 2026
    MCU makers raise prices as packaging costs surge
    The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...
    Thursday 12 February 2026
    Chinese MCU price hikes open door for Holtek's quality play
    Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
    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...
    Wednesday 11 February 2026
    Topoint plans second price hike in 1Q26 as tungsten price rises
    Affected by the continued rise in tungsten carbide prices, PCB drill manufacturer Topoint Technology said that it plans to implement another price increase in the first quarter of...
    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...
    Wednesday 11 February 2026
    Amazon and STMicroelectronics expand collaboration on data center chips

    Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing...

    Monday 9 February 2026
    MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount
    MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...
    Saturday 7 February 2026
    Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
    Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
    Friday 6 February 2026
    AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
    The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
    Friday 6 February 2026
    Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
    Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
    Friday 6 February 2026
    Google's efficiency breakthrough shows search thriving, not dying, from AI
    Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook