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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 24 February 2026
    Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
    The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting...
    Tuesday 24 February 2026
    Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
    Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
    Tuesday 24 February 2026
    Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders
    Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...
    Tuesday 24 February 2026
    "Buyer beware": Trump threatens steeper tariffs after court setback
    U.S. President Donald Trump has issued a severe new warning to U.S. trading partners following a recent Supreme Court decision that quashed his previous global duties.
    Tuesday 24 February 2026
    Taiwan's CMAT to debut as AI chip testing boom lifts margins
    Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
    Tuesday 24 February 2026
    Analysis: Foxconn's India semiconductor push signals deeper localization and supply-chain shift
    Foxconn's move from assembly to semiconductor packaging in India marks a strategic deepening that could accelerate local supply-chain integration and influence global EMS competition,...
    Tuesday 24 February 2026
    Analysis: MediaTek’s long game in cloud silicon
    MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
    Tuesday 24 February 2026
    Memory chip shortage will last until mid-2026, says Acer CEO
    Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
    Monday 23 February 2026
    IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

    The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February...

    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...
    Monday 23 February 2026
    Lenovo hits North American partners with price increases driven by memory shortage
    Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...
    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,...
    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...
    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...
    Monday 23 February 2026
    Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

    To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook