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Thursday 26 February 2026
DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with long-standing industry practice, according to two sources familiar with the matter
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Friday 27 February 2026
Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources, roughly 50% of the initial shipments will use memory supplied by Micron, with the remainder provided by Samsung's Device Solutions (DS) division
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim a piece of it
Thursday 26 February 2026
YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has recently begun selling multiple SSD and storage products in Taiwan through distributors, targeting gamers, content creators, and high-performance PC builders

Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers accelerate national AI infrastructure investments
Wednesday 25 February 2026
Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in a state of co-opetition rather than clear leadership
Wednesday 25 February 2026
SK Hynix signals seller's market as memory prices set to climb all year
SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market," with prices expected to climb throughout 2026
Wednesday 25 February 2026
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor and software industries to open-source compliance risks
Wednesday 25 February 2026
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this March. Asia's leading manufacturing AX expo, Smart Factory & Automation World (AW) 2026, announced on February 12 that key companies spearheading the global humanoid robot industry have confirmed their participation
Wednesday 25 February 2026
China targets fivefold jump in advanced chip output to fuel AI expansion
China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar with the matter cited by Nikkei Asia
Wednesday 25 February 2026
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls
Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate training of their own systems
Wednesday 25 February 2026
China AI server buildout strains optical module, MLCC capacity
China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure expansion
Wednesday 25 February 2026
Z.ai apology over GLM-5 rollout highlights operational risks for AI firms as valuation soars
Chinese AI startup Z.ai issued a rare public apology on February 21 after its new large model, GLM-5, rollout triggered user backlash over billing, throttling, and flaws in its upgrade mechanism, underscoring operational risks as large AI models rapidly advance
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the country's skilled workforce
Wednesday 25 February 2026
Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the complex, decades-long interdependence between "the world's greatest company" and its primary manufacturing hub. The interview highlighted a critical crossroads: as Chinese "red supply chain" firms squeeze out traditional partners, Taiwanese giants are leveraging their Apple-honed expertise to lead the global AI revolution

Tuesday 24 February 2026
A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
What if the next pillar of the global semiconductor industry isn't built in one country — but three