Nikkei Asia:
Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years  —  TAIPEI/HONG KONG — China's top chip manufacturers, with strong government backing, are racing to produce several times …

Simon Sharwood / The Register:
HP says memory now accounts for 35% of its PC bill of materials, up from 15% to 18% in Q4 2025, and expects RAM's share to rise through 2026  —  HP Inc. has revealed that memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter.

Bloomberg:
Analysis: overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom  —  Global funds snapped up Taiwanese stocks in their biggest one-day buying spree in two decades, signaling confidence that chipmakers …

Jagmeet Singh / TechCrunch:
Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue  —  Tech giants' efforts to ramp up AI adoption in India may be about to hit a turning point, as companies end free promotions …

Angus Whitley / Bloomberg:
Australian freight software maker WiseTech plans to cut ~2,000 jobs, or ~30% of its workforce, this fiscal year and next, amid CEO Zubin Appoo's embrace of AI  —  WiseTech Global Ltd. Chief Executive Officer Zubin Appoo said artificial intelligence-fueled savings will ultimately cut through …