DIGITIMES Asia news

Monday 23 February 2026

White House vows trade stability after court ruling, China and Asian partners seek clarity

The White House is moving to stabilize existing trade agreements after a Supreme Court decision invalidated the administration's primary tariff framework. Executive officials have signaled their intent to honor standing deals, but key trading partners in Europe and Asia remain uneasy over the legal and economic uncertainty the ruling has created

SoftBank leads US-Japan alliance investing US$33.3B in Trump gas power plant

Monday 23 February 2026

India reportedly delays US trade talks as Supreme Court tariff ruling triggers fresh global uncertainty

Monday 23 February 2026

Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities

Monday 23 February 2026

India AI Impact Summit exposes infrastructure gaps and global divisions

Monday 23 February 2026

LATEST STORIES

Monday 23 February 2026

Altman dismisses space data centers, challenges Musk's orbital AI vision

The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into orbit

Monday 23 February 2026

US tariff ruling puts Taiwan chips in the crosshairs

The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the US AI industry

Monday 23 February 2026

AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships

AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure, supercomputing, and talent development, a senior executive said

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further solidify its leadership by being the first worldwide to mass-produce and ship sixth-generation high-bandwidth memory (HBM4)

Monday 23 February 2026

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor

Monday 23 February 2026

Can Polymatech anchor India's compound semiconductor supply chain?

Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics

Monday 23 February 2026

Samsung Foundry rebounds with utilization above 80% in 1Q26

Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this year

Monday 23 February 2026

US deploys Tech Corps to counter China's AI expansion in developing markets

The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's expanding AI presence in developing markets. The initiative, branded the "Tech Corps," would send thousands of US science and engineering graduates overseas to promote American AI hardware, models, and software in markets where Chinese systems are gaining ground, as noted by The Business Times and Bloomberg

Monday 23 February 2026

Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy

Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor production under its "Shell First" strategy

Monday 23 February 2026

India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit

India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing domestic semiconductor projects including Qualcomm's partnership with Tata Electronics

Sunday 22 February 2026

Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies

In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately

Sunday 22 February 2026

Trump vows to raise global tariff to 15% after Supreme Court ruling

US President Donald Trump said he will raise a planned global tariff to 15%, escalating his trade policy response a day after the US Supreme Court struck down many of his earlier import taxes

Sunday 22 February 2026

India advances OSAT project as Tata wafer fab faces timeline uncertainty

India's semiconductor drive is advancing unevenly, with quicker momentum in packaging and testing but mounting timeline risks in wafer fabrication, underscoring both progress and structural gaps as New Delhi seeks a larger role in global chip supply chains

Sunday 22 February 2026

India and Brazil agree to boost trade in critical minerals and rare earths

On February 21, Indian Prime Minister Narendra Modiheld wide-ranging talks with Brazilian President Luiz Inácio Lula da Silva, with both sides reaffirming their commitment to deepen strategic ties and expand cooperation across trade, technology, energy, and critical minerals

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia

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