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Wednesday 25 February 2026
US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos
The US Department of Commerce has announced preliminary affirmative determinations in its countervailing duty investigations into crystalline silicon photovoltaic cells from India, Indonesia, and Laos, setting proposed subsidy rates that could significantly raise import costs if finalized
Wednesday 25 February 2026
US says no H200s were cleared for China since Trump's go-ahead
Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book. Two months after the Trump administration signaled it would allow limited H200 sales to China, not a single chip has been approved, a senior US export enforcement official has confirmed
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
Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem

Tuesday 24 February 2026
IBM opens AI GovTech Innovation Center in Lucknow, signals quantum and cloud investments in India
IBM on February 22 inaugurated an AI GovTech Innovation Center in Lucknow, India, as part of a broader push to position artificial intelligence (AI) as core infrastructure for public-sector modernization, while also outlining plans to expand investments in quantum computing, cloud, and semiconductor design in the country
Tuesday 24 February 2026
Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance, this year's high-difficulty routines drew broad approval. Four humanoid robot companies appeared in rotation, as the national platform would likely boost their capital market appeal

Tuesday 24 February 2026
South Korean battery leaders ramp up LFP production for North American ESS market
The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution (LGES), Samsung SDI, and SK On—to expand lithium-iron-phosphate (LFP) battery mass production. Industry insiders cited by Ddaily reveal that these companies are accelerating preparations to produce ESS-grade LFP batteries locally in the US
Tuesday 24 February 2026
Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced the proposals, citing South Korea's domestic political environment and public sentiment
Tuesday 24 February 2026
AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at the 2026 Trans-Pacific Dialogue in Washington, SK Group Chairman Chey Tae-won said demand for AI memory is distorting supply chains and pledged to expand production of what he described as "monster chips.

Tuesday 24 February 2026
US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues
The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including Apple Inc. Still, the administration responded with a new executive order imposing a 15% tariff on all imports for 150 days
Tuesday 24 February 2026
China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist
Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist, citing concerns over unverifiable end users and potential military applications of dual-use items
Tuesday 24 February 2026
Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly extracting knowledge from its Claude chatbot to enhance their own models. The claims highlight intensifying competition in the global AI race and growing concerns over intellectual property (IP) protection, data security, and national security risks