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Monday 23 February 2026
PSMC shifts beyond mature nodes to power next wave of AI memory innovation
Powerchip Semiconductor Manufacturing Corp. (PSMC) is emerging as a central manufacturing partner in a new initiative to develop next-generation AI memory, marking a strategic shift...
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...
Sunday 22 February 2026
Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies
In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately.
Sunday 22 February 2026
India advances OSAT project as Tata wafer fab faces timeline uncertainty
India's semiconductor drive is advancing unevenly, with quicker momentum in packaging and testing but mounting timeline risks in wafer fabrication, underscoring both progress and structural...
Saturday 21 February 2026
PM Modi lays foundation stone for HCL-Foxconn semiconductor plant in Uttar Pradesh

Narendra Modi, Prime Minister of India, virtually laid the foundation stone for a new semiconductor facility in Jewar, Uttar Pradesh, on February...

Saturday 21 February 2026
Tech sector braces for Trump's 10% tariff reset

Global technology supply chains are facing renewed uncertainty after US President Donald Trump announced a temporary 10% tariff on most...

Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Saturday 21 February 2026
Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
Saturday 21 February 2026
Trump defies Supreme Court with new 10% global tariff following legal defeat

In a whirlwind 24-hour period of legal setbacks and executive retaliation, President Donald Trump has signed an executive order imposing a 10% global...

Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
Friday 20 February 2026
India joins US-led Pax Silica, deepening tech and semiconductor alignment
On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors,...
Friday 20 February 2026
Qualcomm becomes anchor ATMP customer at Tata Electronics' Assam facility
On February 19, Qualcomm Technologies, Inc. and Tata Electronics announced a collaboration under which Tata Electronics will manufacture Qualcomm Automotive Modules in India, marking...
Friday 20 February 2026
Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions
India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's...
Friday 20 February 2026
AI server tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
Thursday 19 February 2026
MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier
The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.