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Wednesday 18 February 2026
Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

Wednesday 18 February 2026
AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Tuesday 17 February 2026
EU's minimum price commitment pressures Chinese EV makers on value and pricing
The European Commission officially introduced a minimum price commitment mechanism in mid-January 2026 for imports of battery electric vehicles (BEV) from China to Europe, as an alternative...
Monday 16 February 2026
Taiwan rolls out AI push to transform its 1.71 million SMEs
Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...
Monday 16 February 2026
Memory crunch tightens CIS capacity, pressures smartphone supply chain
The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
Monday 16 February 2026
Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

Monday 16 February 2026
India fines Intel over discriminatory warranty policy
On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02...
Sunday 15 February 2026
Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes
Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...
Saturday 14 February 2026
World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
Saturday 14 February 2026
Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
Saturday 14 February 2026
AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
Saturday 14 February 2026
Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
Friday 13 February 2026
Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets
As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
Friday 13 February 2026
Global server market, 4Q 2025

Introduction