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Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
Monday 23 February 2026
Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...
Monday 23 February 2026
AMD replicates Nvidia's playbook to backstop US$300 million Crusoe loan
Advanced Micro Devices (AMD) is making a bold pivot by guaranteeing a US$300 million loan for cloud startup Crusoe, signaling a shift from pure hardware competition to financial engineering...
Wednesday 18 February 2026
Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

Wednesday 18 February 2026
AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Tuesday 17 February 2026
EU's minimum price commitment pressures Chinese EV makers on value and pricing
The European Commission officially introduced a minimum price commitment mechanism in mid-January 2026 for imports of battery electric vehicles (BEV) from China to Europe, as an alternative...
Monday 16 February 2026
Taiwan rolls out AI push to transform its 1.71 million SMEs
Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...
Monday 16 February 2026
Memory crunch tightens CIS capacity, pressures smartphone supply chain
The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
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
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
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...