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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...
Wednesday 25 February 2026
Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch
Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...
Wednesday 25 February 2026
TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
Wednesday 25 February 2026
Exclusive: Dong Fang Offshore expands cable-laying fleet for maritime energy market
Amid rising offshore wind power development in Taiwan and across Asia, alongside increasing cross-border communication cable installations, Dong Fang Offshore (DFO) is aggressively...
Wednesday 25 February 2026
AI drives automation demand, industrial market set for gradual recovery
Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...
Wednesday 25 February 2026
Z.ai apology over GLM-5 rollout highlights operational risks for AI firms as valuation soars
Chinese AI startup Z.ai issued a rare public apology on February 21 after its new large model, GLM-5, rollout triggered user backlash over billing, throttling, and flaws in its upgrade...