24
Feb
IBM on February 22 inaugurated an AI GovTech Innovation Center in Lucknow, India, as part of a broader push to position artificial intelligence (AI) as core infrastructure for public-sector modernization, while also outlining plans to expand investments in quantum computing, cloud, and semiconductor design in the country.
24
Feb
Apple to shift Mac Mini assembly to US in latest supply chain reshoring push
Apple will move part of its Mac Mini desktop computer production from Asia to the US, marking another step in its broader effort to localize manufacturing, according to The Wall Street Journal. The initiative will begin later in 2026 at a Foxconn facility in north Houston, where Apple already assembles AI servers.
24
Feb
Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight
China Central Television’s 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year’s polarizing yangko performance, this year’s high-difficulty routines drew broad approval. Four humanoid robot companies appeared in rotation, as the national platform would likely boost their capital market appeal.
24
Feb
Taiwan bets on local production for 1,600-unit unmanned vessel fleet
Taiwan’s military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly on the rise. The Ministry of National Defense (MND) confirmed a domestic-first approach for USV purchases, though foreign companies may participate through technology transfer partnerships with local manufacturers.
24
Feb
Acer targets 4 non-core sectors to boost resilience in 50th year
Acer is marking its 50th anniversary in 2026 by redefining its core and non-core businesses, aiming to strengthen group resilience through expansion into four promising non-core sectors: industrial PCs (IPCs), healthcare, energy, and home appliances. Chairman and CEO Jason Chen outlined the company’s forward-looking strategy to balance growth between core and emerging areas.
24
Feb
Generative AI forces rethink of SaaS pricing and product design, Appier says
Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier CEO and co-founder Chih-han Yu said. He argued that the greatest impact falls on non-native AI SaaS providers.
24
Feb
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving growth in the global probe card market. Technologically, as signal contact density and probe pin counts continue to rise, the requirements for guide plate hole counts and structural precision in a single probe card are also increasing accordingly.
24
Feb
South Korean battery leaders ramp up LFP production for North American ESS market
The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea’s three leading battery manufacturers—LG Energy Solution (LGES), Samsung SDI, and SK On—to expand lithium-iron-phosphate (LFP) battery mass production. Industry insiders cited by Ddaily reveal that these companies are accelerating preparations to produce ESS-grade LFP batteries locally in the US.
24
Feb
OpenAI agreement boosts Cerebras’ renewed IPO push
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing infrastructure and a landmark supply agreement with OpenAI.
24
Feb
Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan’s central and local governments to build semiconductor fabs, but neither has advanced the proposals, citing South Korea’s domestic political environment and public sentiment.