Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price hikes due to higher metal costs, most Taiwanese manufacturers remain cautious as end consumer demand stays weak.

Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power device solutions.

CATL and Changan Automobile, on February 5, 2026, launched the world’s first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL’s sodium-ion batteries, marking the technology’s commercial rollout.

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset production.