Intel on edge as Nvidia sells Grace CPU separately to Meta
AI devours DRAM supply, SK’s Chey expands “monster chip” push
Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at the 2026 Trans-Pacific Dialogue in Washington, SK Group Chairman Chey Tae-won said demand for AI memory is distorting supply chains and pledged to expand production of what he described as “monster chips.”
Xiaomi QLED TV X Pro 2026 series is launched in India
SenseTime’s risks run deeper than consensus forecasts
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 patent suit triggers Germany sales ban on Acer and Asus PCs
IEEPA tariff rollback offers relief, but Trump’s 15% tariff plan clouds outlook
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.