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Friday 27 February 2026
Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...
Thursday 26 February 2026
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
Chinese automakers surge in Europe as plug-in hybrids outpace diesel
Europe's auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand...
Thursday 26 February 2026
YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

Thursday 26 February 2026
Fiberglass shortage persists in 2026, Unimicron increases substrate price
As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
Thursday 26 February 2026
TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks
On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...
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,"...