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22 Feb
Latest News and Trends

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

  • February 22, 2026
  • By author-avatar jeff
In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately.

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22 Feb
Latest News and Trends

India advances OSAT project as Tata wafer fab faces timeline uncertainty

  • February 22, 2026
  • By author-avatar jeff
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.

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22 Feb
Latest News and Trends

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

  • February 22, 2026
  • By author-avatar jeff
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.

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22 Feb
Latest News and Trends

PM Modi lays foundation stone for HCL-Foxconn semiconductor plant in Uttar Pradesh

  • February 22, 2026
  • By author-avatar jeff

Narendra Modi, Prime Minister of India, virtually laid the foundation stone for a new semiconductor facility in Jewar, Uttar Pradesh, on February 21, 2026.

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22 Feb
Latest News and Trends

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

  • February 22, 2026
  • By author-avatar jeff
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.

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21 Feb
Latest News and Trends

AI supply chain tracker: Rack infrastructure joins the AI buildout

  • February 21, 2026
  • By author-avatar jeff
January 2026 revenue data show that Taiwan’s AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.

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21 Feb
Latest News and Trends

Western automakers revisit sodium-ion batteries as supply security and cost drivers

  • February 21, 2026
  • By author-avatar jeff
According to various foreign media reports, Mercedes-Benz, Volvo Cars, and Stellantis NV have renewed evaluation, research, and investment in sodium-ion batteries, a technology earlier sidelined due to weight and energy-density limitations.

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21 Feb
Latest News and Trends

Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains

  • February 21, 2026
  • By author-avatar jeff
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity toward higher-margin specialty products.

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21 Feb
Latest News and Trends

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

  • February 21, 2026
  • By author-avatar jeff

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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21 Feb
Latest News and Trends

OpenAI projects US$280B revenue by 2030, plans US$600B in spending

  • February 21, 2026
  • By author-avatar jeff

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

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Recent Posts
  • Analysis: Trump’s curtailed tariff powers strengthen Beijing’s leverage and rattle Asian allies
    February 22, 2026 No Comments
  • Trump vows to raise global tariff to 15% after Supreme Court ruling
    February 22, 2026 No Comments
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