News-analysis archive

February 2026

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13 articles

February 12
February 11
- U.S. government plans tariff exemptions for TSMC, if it follows through on American investment — $165 billion already pledged to increase production capacity, but details of the deal are still murky
- Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers — both companies now at 40-50% operating margins
February 10
- Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026 — earnings suggest that the company's AI investments may be paying off
February 9
- Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading — firms accused of exaggerating AI performance to downplay poor business performance
February 6
- Amazon's European data centers challenged by grid delays — up to seven year waits for new connections
February 5
- Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China
- Western Digital details 14-platter 3.5-inch HAMR HDD designs with 140 TB and beyond
February 4
- China’s CXMT and YMTC to increase memory output — two new fabs could close the gap with the ‘big three’
February 3
- Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers — vertically-stacked memory touts 2 to 3x more capacity, greater bandwidth, and half the power consumption
February 2
- Samsung, SK Hynix, and Micron work to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term