The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial PC (IPC) manufacturers facing rising costs and worsening lead-time challenges as 2026 begins.
Taiwanese power supply giant Delta Electronics announced on February 9 that its IT department detected abnormal login attempts in the information systems of an overseas subsidiary. Following an investigation, the company found that parts of the system were targeted by a cyberattack, potentially exposing some business-related information and employees' personal data.
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.
Alibaba has completed the final piece of its AI strategy. T-Head Semiconductor has launched the Zhenwu 810E AI chip, developed in-house by Alibaba across hardware and software. The company's AI structure is now fully visible, built around Tongyi Lab, Alibaba Cloud, and T-Head Semiconductor operating as an integrated trio.
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter fast-growing local markets, according to Hindu Business Line and TechCrunch.
Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand from artificial intelligence-driven advanced chip production. The company said January revenue reached NT$6 billion (approx. US$190 million), an 8.25% increase from the same month a year earlier. The figure marks the highest January performance in the company's history and ranks as the third-highest monthly revenue on record.
Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together nearly 1,000 employees from Taiwan and overseas, along with dozens of chairmen, general managers, and senior executives from consolidated subsidiaries and affiliated companies to review 2025 and outline the 2026 outlook. Business group leaders also gathered to exchange operational updates and reinforce group coordination.
Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing specialized chips for data center infrastructure, as cloud computing giants race to improve performance and energy efficiency amid surging demand.
Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed the lower revenue compared to January 2025 to a temporary product transition gap in its 3C product line. Jarllytec expects shipment peaks for new US-based notebook models and Chinese foldable smartphones in the second quarter of 2026, which should restart momentum and drive sequential growth throughout the year.
Panjit International has completed a signing agreement to acquire a 95% equity stake in Torex Vietnam Semiconductor Co., Ltd., reinforcing its strategy to expand automotive-related production in Southeast Asia, the company said. The Vietnam facility already holds IATF 16949 automotive certification and will introduce high-power diode packaging.
AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including tariffs, memory shortages, and price hikes, as well as geopolitical tensions.
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