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Thursday 12 February 2026
HBM4 first-mover fog: Samsung and Micron duel for supremacy amid Nvidia supply tension
Samsung Electronics has officially commenced the mass production and commercial shipment of its HBM4 memory, marking a pivotal moment in the global semiconductor landscape
LATEST STORIES
Friday 13 February 2026
SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race
SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News, citing sources
Friday 13 February 2026
Naura rises to No. 5 in global semiconductor equipment rankings

China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical decoupling

Friday 13 February 2026
Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment
As the European Union-China trade dispute over battery electric vehicles (BEVs) drags on, the EU is on track to replace punitive tariffs of up to 35% with a "minimum price commitment" mechanism starting in January 2026. Volkswagen Group has become the first automaker to formally engage with the new approach, applying the pricing scheme to its Cupra Tavascan model produced in Anhui, China—an early indication of how European manufacturers may adapt to the EU's evolving trade defense strategy
Friday 13 February 2026
SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI
SEMICON Korea 2026, held in Seoul from February 11–13, brought senior executives from Samsung Electronics and SK Hynix to outline their AI-era memory R&D strategies. Samsung focused on cross-domain semiconductor integration to address bandwidth and energy-efficiency limits, while SK Hynix detailed a platform-based and AI-driven approach to compress development cycles
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 mix and dynamic pricing to protect margins, even as AI becomes its fastest-growing revenue engine
Friday 13 February 2026
Samsung said to gain 8nm orders in Europe as 2nm plan advances

Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Japan

Friday 13 February 2026
The Hangzhou AI dark horse that took over accounting workflows
Generative AI is crossing a critical threshold, shifting from an assistive tool to a system capable of directly assuming work. Early in 2026, this shift became visible almost simultaneously in Silicon Valley and Hangzhou. In the US, Anthropic enabled executable plug-ins for Claude, turning large language models into task-orchestrating AI agents and jolting the software industry. In China, a Hangzhou-based AI startup triggered a parallel shift by pushing AI directly into corporate accounting and displacing manual bookkeeping workflows
Friday 13 February 2026
Why Singapore is drawing Taiwanese tech firms and SMEs

As geopolitical dynamics shift, Singapore has emerged as a focal point for Taiwanese and international investment, underpinned by its stable financial system and neutral political stance. The city-state offers distinct advantages for established companies, startups, and mobile talent, though it maintains rigorous standards for entry and operation

Friday 13 February 2026
Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March 2026), supported by momentum in the final quarter (January-March 2026)
Friday 13 February 2026
Apple and Samsung solidify their lead as only brands with over 1 billion active users

Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas growth

Thursday 12 February 2026
China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset margin pressures. The company also warned of mounting pressure on PC shipments due to a worsening memory-chip shortage
Thursday 12 February 2026
Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply chain has long suffered severe imbalances
Thursday 12 February 2026
Z.ai unveils GLM-5, advances AI agents and China chip compatibility

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities and coding performance. The company said the user experience is "approaching Anthropic Claude Opus 4.5.

Thursday 12 February 2026
Samsung's premium TV discounts reflect pressure from China's expanding mini LED push
Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional bundles, reflecting mounting competitive pressure from Chinese brands
Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the region tightens local production requirements and Germany seeks a replacement for a cancelled flagship chip investment