CONNECT WITH US
NEWS TAGGED MARKET SHARE
Thursday 19 February 2026
DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
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...
Friday 13 February 2026
Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says
Taiwan's Executive Yuan announced that US-made vehicles will face zero tariffs and no import quantity restrictions after a trade agreement with the US. Automotive industry representatives...
Thursday 12 February 2026
Global semiconductor industry, 2026

Introduction

Thursday 12 February 2026
Nvidia CEO praises Foxconn's AI server leadership at company sports event
Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership...
Thursday 12 February 2026
Minimum price plan may only delay China's auto advance in Europe, industry insiders say
The EU proposed a minimum price commitment for battery electric vehicles (BEVs) in January 2026, replacing punitive tariffs of up to 35%. Still, major Chinese automakers such as BYD...
Wednesday 11 February 2026
Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological...

Wednesday 11 February 2026
Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Friday 6 February 2026
Nittobo targets 2028 launch for next-generation glass fiber cloth
Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials glass fiber cloth segment, is planning to launch its next-generation T-glass glass...
Thursday 5 February 2026
MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
Wednesday 4 February 2026
Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
Tuesday 3 February 2026
iPhone gains in China squeeze MediaTek, Qualcomm revenues
Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
Tuesday 3 February 2026
Sumitomo Bakelite to acquire Kyocera unit, paving way for Chang Wah expansion
Japanese materials maker Sumitomo Bakelite has announced plans to acquire the materials business of Japanese electronic components company Kyocera. Industry observers say the companies'...