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Tuesday 10 February 2026
SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power semiconductor designed for Nvidia's next-generation artificial intelligence accelerator, Vera Rubin

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Wednesday 11 February 2026
SMIC breaks 2025 revenue record, margins fall to 19.2%
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy depreciation costs and shifting smartphone supply chain dynamics, underscores the financial pressure of aggressive capacity expansion despite sustained high utilization across manufacturing facilities
Wednesday 11 February 2026
Alibaba builds Google-class AI stack with 'golden triangle' chip, cloud and model integration
Alibaba has completed the final piece of its AI strategy. T-Head Semiconductor has launched the Zhenwu 810E AI chip, developed in-house by Alibaba across hardware and software. The company's AI structure is now fully visible, built around Tongyi Lab, Alibaba Cloud, and T-Head Semiconductor operating as an integrated trio
Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30

Wednesday 11 February 2026
Nokia opens its largest fixed network R&D facility in Tamil Nadu
Nokia has inaugurated a new research and development (R&D) facility for fixed networks in Tamil Nadu, marking the Finnish telecom equipment maker's largest such center globally and reinforcing its long-term commitment to India as a technology and engineering hub
Wednesday 11 February 2026
Anthropic faces trademark lawsuit in India as it expands local operations
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter fast-growing local markets, according to Hindu Business Line and TechCrunch
Tuesday 10 February 2026
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically emerge. Instead, this buying momentum has mainly come from overseas players. Meanwhile, many other foreign customers, faced with being passed on higher raw material costs, have ultimately chosen to stay on the sidelines. Survival in the industry is increasingly dependent on cash reserves rather than technological superiority
Tuesday 10 February 2026
India launches PRITVI-ACE pre-silicon validation facility to boost domestic chip design ecosystem
According to The Economic Times, India's Centre for Development of Advanced Computing (C-DAC) inaugurated its largest pre-silicon validation facility in Bengaluru on February 6, 2026. Named PRITVI-ACE (Platform for Reconfigurable Integrated Testing and Validation of IPs – Advanced Chip Evaluation), the facility offers large-scale, near-silicon-speed prototyping and validation of complex semiconductor designs before fabrication. It addresses a critical bottleneck in India's chip design ecosystem
Tuesday 10 February 2026
Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the company, a move that has prompted significant discussion within China's technology industry
Tuesday 10 February 2026
China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a critical component for AI semiconductors. As Chinese manufacturers ramp up current-generation output, South Korean memory makers are moving to extend their market lead with next-generation products

Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources cited by Yonhap News Agency and The Hankyung. The informal dinner in Santa Clara took place at the restaurant "99 Chicken" and followed a similar high-profile gathering Huang held in Seoul in October 2025 with Samsung Electronics chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun
Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its advanced packaging push, which is shifting from a supporting function toward a core manufacturing strategy
Tuesday 10 February 2026
Analysis: How Singapore turns talent, R&D into an optics edge
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia. This ascent is the result of a long-term strategy to internationalize its education system and labor force
Tuesday 10 February 2026
Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about three years, is now in survival mode. Supply chain players on both sides of the Taiwan Strait point out that this crisis is no longer a simple imbalance of supply and demand figures, but rather a zeroing effect because of policy shifts, surging raw material costs, and intense technological infighting
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation
Tuesday 10 February 2026
India does the heavy lifting: RISC-V moves into cars and factories
RISC-V is gaining commercial traction in automotive and industrial electronics, though its adoption remains constrained by execution risk and uneven ecosystem maturity, according to IT services firm UST