SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still be underestimating the strain on its balance sheet and exposure to external restrictions, despite two fundraising rounds in 2024.

Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products by both companies in Germany. Acer stressed its respect for intellectual property rights and stated it has prepared design-around solutions to quickly resume supply legally, minimizing the impact.

The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February 24, 2026, following a February 20 executive order titled “Ending Certain Tariff Actions.” While the rollback removes a major cost burden for importers, President Donald Trump’s plan to impose a broad 15% tariff on most global imports threatens to offset much of the relief, especially for the technology sector.

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.

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.

Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments on selected commercial client devices and server products from March 2026. Resellers were urged to order by February 25, 2026, and ensure delivery by February 28, 2026, to preserve current pricing.