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Thursday 26 February 2026
Japan's EV market faces a reckoning as Mazda embraces NACS
As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.
Thursday 26 February 2026
Gogoro's Vietnam push could reshape regional electric scooter market and supply chains
Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric...
Thursday 26 February 2026
Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026
Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...
Thursday 26 February 2026
Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...
Wednesday 25 February 2026
SK Hynix signals seller's market as memory prices set to climb all year
SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
Wednesday 25 February 2026
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
Wednesday 25 February 2026
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this...
Wednesday 25 February 2026
DJI takes FCC to court over drone supply chain crackdown
DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission's December 2025 expansion of its Covered List...
Wednesday 25 February 2026
MLCC prices to climb as AI demand hits full capacity
The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
Wednesday 25 February 2026
Apple's pricy foldable iPhone looms over smartphone panel market
The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
Wednesday 25 February 2026
Analog market rebalances: Texas Instruments pushes through price hikes
Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.
Wednesday 25 February 2026
Intel taps SambaNova for AI inference push via partnership and minority stake
Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
Wednesday 25 February 2026
TI posts rare first-quarter growth driven by turn orders and data center momentum
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...