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Tuesday 10 February 2026
Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain
China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...
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...
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...
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...

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...
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...
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...
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...
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...
Tuesday 10 February 2026
Japanese election landslide puts Korean spotlight on chips, Rapidus and TSMC
Japanese Prime Minister Sanae Takaichi secured a decisive victory in the February 8, 2026, lower house election after her Liberal Democratic Party (LDP) won 316 seats, surpassing the...
Tuesday 10 February 2026
SK's US$10bn AI venture takes chairman to Nvidia's door
Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman...
Tuesday 10 February 2026
Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...
Monday 9 February 2026
OpenClaw and Cowork spark desktop AI agent race in China
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global...