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What if the next pillar of the global semiconductor industry isn't built in one country — but three?...

Amazon has officially banned its internal engineering teams from using Anthropic's coding assistant, Claude Code, mandating a full shift to Amazon's self-developed AI system. This move reveals the cloud giant's deep strategic battle in the AI era....

Toyota Motor Manufacturing Canada (TMMC) has signed a contract with US-based Agility Robotics to deploy its Digit humanoid robots. Prior to the formal agreement, Toyota is understood to have conducted a year-long pilot program to validate the stability of Digit robots in automotive production environments. The robot features bipedal locomotion and dual-arm operation, and will be deployed in tasks spanning logistics, empty box retrieval, and parts delivery....

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem....

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector reveal a market in transition....

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....

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....

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....

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....

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....

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....

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....

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....

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....

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....

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support the company's stable performance amid margin pressures....

Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive tariff increase of 15%, a move Taiwanese officials say is less damaging than the alternative previously anticipated....

Since launching in 2020, SpaceX's Starlink satellite internet service has grown into the company's largest revenue driver, surpassing its rocket launch business and becoming central to investor expectations ahead of a potential IPO. But as Starlink scales past 10 million subscribers globally, its strategy is shifting in ways that could reshape its financial profile and competitive landscape....

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell architecture and next-generation Rubin GPUs, but also marks the first time Meta will deploy Nvidia's Grace CPU and Vera CPU at large scale as standalone products. Nvidia has also now begun supplying CPUs independently, signaling that the shift toward Arm architecture in data centers is accelerating; bad news for Intel....

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."...