Semiconductor News 20260221

Main News

1. Rising memory prices due to special AI demand and serious ripples in the hardware market
   Rising memory prices against a backdrop of surging demand for AI servers have sent ripples throughout the hardware market, with reports from TrendForce and the financial results of Kioxia and Sony Group confirming that rising component costs are leading to product delays and revenue This price spike has been attributed to the “Rumma” price hike, which has been reported as a result of the “Rumma” price hike. This price spike has also been described as “Rummageddon,” forcing electronics manufacturers to take tough measures to maintain profitability and stabilize their supply chains.
2. India Emerging as AI and Semiconductor Hub, Joins U.S.-led Framework
   India is rapidly emerging as a global hub for AI and semiconductors. While participating in the U.S.-led Pax Silica to deepen technology collaboration, and with Qualcomm becoming a major ATMP customer at Tata Electronics’ Assam facility, multinational companies are investing in the country. Despite reported delays at Tata’s Gujarat plant, the country is making great strides as a core player in next-generation infrastructure, backed by strong government support.
3. China accelerates domestic production of semiconductor equipment, targeting 70% self-sufficiency by 2027
   China has set an ambitious goal of raising its self-sufficiency rate in semiconductor production equipment to 70% by 2027 to counter U.S. export controls, and is accelerating development. are leading the way in this effort. This move toward complete domesticization of the supply chain is indicative of China’s haste to build a self-sustaining ecosystem in the face of a prolonged struggle for technological supremacy between the U.S. and China.
4. Global Semiconductor Sales Expected to Surpass $1 Trillion in 2026 for the First Time in History
   It has been reported that global semiconductor sales are expected to surpass the $1 trillion mark in 2026 for the first time in history, with strong demand for AI, data centers, and automobiles strongly driving the overall market. Mergers and acquisitions in the semiconductor industry are also gaining momentum, resulting in a major shift in the supply-demand structure, especially for memory chips. We are entering a new period of structural growth beyond the silicon cycle, and the entire industry is enjoying an unprecedented super cycle.
5. AI Infrastructure Expansion Race Drives Taiwan Supply Chain and ASIC Market
   The global AI infrastructure expansion race is bringing tremendous benefits to Taiwan’s AI chip and server suppliers, with Counterpoint forecasting that shipments of custom ASICs for AI servers in 2027 for AI servers is expected to triple by 2027 compared to 2024, according to Counterpoint forecasts. As leading tech companies accelerate their own AI chip development, Taiwan’s ecosystem, from design to manufacturing to packaging, is in full operation as the foundation for the explosive growth of AI.
6. SK Group Chairman Meets with U.S. Tech Leaders to Strengthen AI Chip Supply Chain
   Korea’s SK Group Chairman Chey held a series of meetings with leaders of top U.S. technology companies to secure the supply chain for key AI chips.With the growth of the AI semiconductor market, SK Hynix’s strength in next-generation memory, such as HBM, is becoming increasingly important. By strengthening global technology partnerships and building strong ties with key customers, SK Hynix aims to take the lead in the intensifying competition for AI infrastructure.
7. Bosch to Launch SiC Power Semiconductors with New Structure and Vertical GaN in 2031
   Bosch, the world’s largest manufacturer of automotive components, has announced its plan to commercialize SiC power semiconductors with a new proprietary structure by 2031. In addition, the company is also looking to develop vertical GaN devices, which are expected to become the next generation of compound semiconductor materials. In the field of high-efficiency power devices, which are indispensable for improving the performance of electric vehicles and reducing system size, Bosch is steadily advancing its strategy to secure technological superiority over the medium to long term.
8. U.S. Department of Defense and Anthropic Grow Conflicted Over AI’s Ideological Bias
   The conflict between the U.S. Department of Defense and leading AI company Anthropic is intensifying over the specification of AI that reflects a progressive ideology known as “walk”. Ethical guidelines and biases built into AI models are creating obstacles for government agencies as they seek to utilize AI in military and security contexts. The clash between national security and the corporate philosophies of AI companies is an important debate in the public sector adoption of AI.
9. Physical AI will bring about industrial change and Japanese companies’ vision of how to win in the next generation
   Physical AI, which physically operates in the real world, is attracting attention for its potential to bring about innovation in the automotive and many other fields. the pioneer of domestically produced AI, indicates that the fusion of robotics and AI will be the next major growth area. Japanese companies are trying to find new ways to win in a field that requires advanced technological capabilities to match hardware and AI.
10. U. S. Supreme Court Rules Trump Administration’s Reciprocal Tariffs Illegal, Hurting Trade Policy
    The U.S. Supreme Court has ruled that President Trump’s 10% “reciprocal tariff” on all imports is illegal. Within a short period of time after taking office, the Trump administration has resulted in restrictions on presidential powers, including Section 122 of the Trade Act, a powerful weapon in trade policy. The ruling marks an important turning point that will curb protectionist tariff policies and have a significant impact on the U.S. and global supply chain and trade environment.

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