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Tuesday 24 February 2026
Gemini 3.1 Pro raises the bar; when will DeepSeek respond?
After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across multiple advanced benchmarks. Shunyu Yao, a Tsinghua University alumnus, participated in the development, drawing attention within the AI community
Monday 23 February 2026
SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still be underestimating the strain on its balance sheet and exposure to external restrictions, despite two fundraising rounds in 2024

Monday 23 February 2026
Altman dismisses space data centers, challenges Musk's orbital AI vision
The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into orbit
Monday 23 February 2026
US tariff ruling puts Taiwan chips in the crosshairs
The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the US AI industry
Monday 23 February 2026
AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships
AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure, supercomputing, and talent development, a senior executive said
Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further solidify its leadership by being the first worldwide to mass-produce and ship sixth-generation high-bandwidth memory (HBM4)
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 of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor
Monday 23 February 2026
Can Polymatech anchor India's compound semiconductor supply chain?
Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this year
Monday 23 February 2026
SoftBank leads US-Japan alliance investing US$33.3B in Trump gas power plant
SoftBank Group (SBG) is spearheading an investment alliance to develop a US-based natural gas-fired power plant project valued at US$33.3 billion, aiming to support infrastructure demands driven by artificial intelligence (AI). This initiative is one of three projects launched under the US-Japan trade agreement signed with President Donald Trump in 2025
Monday 23 February 2026
White House vows trade stability after court ruling, China and Asian partners seek clarity
The White House is moving to stabilize existing trade agreements after a Supreme Court decision invalidated the administration's primary tariff framework. Executive officials have signaled their intent to honor standing deals, but key trading partners in Europe and Asia remain uneasy over the legal and economic uncertainty the ruling has created
Monday 23 February 2026
US deploys Tech Corps to counter China's AI expansion in developing markets

The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's expanding AI presence in developing markets. The initiative, branded the "Tech Corps," would send thousands of US science and engineering graduates overseas to promote American AI hardware, models, and software in markets where Chinese systems are gaining ground, as noted by The Business Times and Bloomberg

Monday 23 February 2026
Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor production under its "Shell First" strategy
Monday 23 February 2026
India reportedly delays US trade talks as Supreme Court tariff ruling triggers fresh global uncertainty
According to Reuters, citing unnamed sources, India has postponed a planned trade delegation to Washington, citing uncertainty after the US Supreme Court struck down key tariffs imposed by President Donald Trump, in a decision that has reshaped but not resolved global trade tensions
Monday 23 February 2026
Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic priorities amid intensifying competition over next-generation memory and artificial intelligence hardware