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    Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
    18min ago
    MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
    20min ago
    Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
    28min ago
    NEWS TAGGED EAST ASIA
    Tuesday 24 February 2026
    Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
    Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...
    Tuesday 24 February 2026
    AI devours DRAM supply, SK’s Chey expands “monster chip” push

    Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

    Tuesday 24 February 2026
    Billions in cash, trillions in tokens: China's AI model showdown
    Around the 2026 Lunar New Year, China's large model market entered its most concentrated launch cycle to date. Z.ai, MiniMax, Alibaba, and ByteDance released or upgraded models across...
    Tuesday 24 February 2026
    US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues
    The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including...
    Tuesday 24 February 2026
    China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist
    Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist,...
    Tuesday 24 February 2026
    Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

    Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

    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...
    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...

    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
    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...
    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...
    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...
    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.
    4/241 pages
    Research Report Database
    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