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Commentary: China's EDA reckoning: geopolitics hits chip design tools

Tomorrow's Headlines

US EV strategic retreat sparks crisis as Chinese competion expands globally

Tomorrow's Headlines

South Korean IC design faces up to one-year packaging delays amid AI chip material shortages

Tomorrow's Headlines

Chinese TV brands surpass South Korean rivals with TCL nearing Samsung's market share

Tomorrow's Headlines

GPTC management shakeup raises concerns over TSMC, ASE, Micron orders

Tomorrow's Headlines

Feb

10

2026

TSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle

AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties

Renesas turns to China and India for recovery after first net loss in six years

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth

Vanguard sees modest recovery as capacity use rises in early 2026

Analysis: Japan's supermajority reshapes Asia's semiconductor competition

US plans chip tariff breaks for tech giants tied to TSMC's US expansion

Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail

TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Europe deploys NanoIC pilot line to accelerate sub-2nm AI chip development

Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds

Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain

Exclusive: only cash strength can save China's TOPCon solar sector from endgame

Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026

Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech

South Korea's NUCODE eyes partnership with Realtek to lead IoT market

India launches PRITVI-ACE pre-silicon validation facility to boost domestic chip design ecosystem

Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve

Amkor pivots toward AI and HPC with ambition to expand advanced packaging

Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

Phison CEO meets India's Modi to boost NAND, edge AI strategies

Anthropic's rumored data center push signals a new phase in the AI infrastructure race

Asus' AI server push bolsters revenue despite memory shortages

Zhen Ding Tech sees record January revenue driven by high-end AI applications

Behind Nvidia’s fried-chicken diplomacy

Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Commentary: From retreat to return, SMIC's long road back to advanced packaging

Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC

Analysis: How Singapore turns talent, R&D into an optics edge

Yageo sees record January revenue driven by AI demand, pre-holiday stocking

Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs

Taiwan server ODMs set for record first quarter, driven by AI server demand

Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

India does the heavy lifting: RISC-V moves into cars and factories

Japanese election landslide puts Korean spotlight on chips, Rapidus and TSMC

SK's US$10bn AI venture takes chairman to Nvidia's door

MediaTek and Airbus join forces on 5G and 6G satellite Networks

Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

Feb

9

2026

Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture

ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next

Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment

Samsung boosts HBM4 DRAM investment to secure market leadership

Weekly news roundup: chips, software, geopolitics reshape tech

Takaichi's election victory clears path for Japan's chip sovereignty, military buildup

Wistron navigates supply chain challenges while targeting broad growth

OpenClaw and Cowork spark desktop AI agent race in China

North American clients drive 2026 growth as CHPT targets quarterly gains

MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power

LG CNS partners with FuriosaAI, bringing South Korea's NPU to enterprise AI services

GSEO and Kinko post record January revenues in optical industry

PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle

EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales

Taiwan's Mighty Hornet IV drone completes US integration test, aims for full local production

Qualcomm's 2nm tape-out marks India's arrival in cutting-edge chip design

India, Malaysia forge strategic pact on chips, energy and digital payments

India-US trade deal offers tariff cuts, capital goods access to reshape supply chains

US and India agree framework for interim trade deal to advance bilateral pact talks

India's semiconductor push shifts focus under ISM 2.0 from fabs to design, equipment and IP

AI spending spree threatens big tech cash flows

Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

TSMC supports Japan's advanced packaging plant construction

Winbond, Macronix post strong January sales as memory demand heats up

Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature

Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears

South Korea bets on AI and electric powertrains to shape cars of future

Silicon Motion expands enterprise storage amid NAND supply shift

US tariffs force German carmakers to choose between localization and brand power

India roundup: India's annual budget to boost AI and chip ecosystem

Samsung, SK Hynix shift to shorter memory contracts as prices surge

CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain

Musk predicts space computing shift in 36 months as terrestrial power limits bite

Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains

512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

China tightens regulations on EV battery recycling with digital ID system

Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026

MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount

China pulls the plug on EV door-handle futurism

Exclusive: Color e-paper fuels an e-reader boom across Asia, E Ink says

India reportedly explores linking UPI with China-linked Alipay+ to expand cross-border digital payments

India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips

Feb

8

2026

AI startups capture majority of global venture capital in 2025, Best Brokers analysis shows

Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

As AI goes physical, the robotics supply chain reshuffles

AMD's investment in photonics and modular architecture signals shift in AI infrastructure development

Record Japan blizzard threatens AI chip supply chains

Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world

GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands

Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook

Next-gen Ku/Ka metasurface antenna to launch through JDI-Kymeta collab

Musk: speed, not ambition, will shape next phase of AI expansion

CyCraft bets on real-time AI defense over forensics

Shanghai's AI chip boom powers China's homegrown computing future

SpaceX seeks approval for a vast orbital data center in space

Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms

Google named Apple's preferred cloud provider as AI partnership details remain unclear

US turns to Taiwan's rare earth recycling to cut China supply dependence

Feb

7

2026

Experts dismiss AI agents replacing enterprise software claims

Dassault Systèmes unveils ‘generative economy’ vision for AI-driven industry

A close reading of the book behind TSMC's Japan bet

Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%

Silicon Labs acquisition enables TI to build AIoT tech advantage

Lead frame supplier CWTC reaches 40-month revenue high in January

Google outlines 5 key trends for AI agent growth in 2026

Humanoid robots step into factories, safety laws set the limits

SK Hynix clears power hurdle in Yongin as Samsung faces site delays

Musk rains on Apple's EV parade: Talent alone isn't enough

Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry

Commentary: SpaceX's orbital data center plan signals a new arena for AI power

RISC-V CEO highlights open architecture's edge-to-cloud potential

Musk's SpaceX-xAI merger raises governance and financial risks

Nvidia CEO sees digital twins driving robot surge in next decade

Feb

6

2026

South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

AMD flags 2H26 turning point as MI450 shipments stay on track

U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand

MetaOptics drives heat-resistant metalenses into CPUs

India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment

Japanese firms in Vietnam see Chinese counterparts as expansion competitors

Pegatron partners with Sysgration to expand BBU for US-made AI servers

HTC expedites AI glasses sales with channel expansion, ecosystem growth

Transcend sees 4x revenue surge in January 2026 as memory prices rise

Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes

TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact

Apple integrates AI agents into Xcode to boost coding productivity

APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain

Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Intel, AMD warn of extended server CPU delays in China

Anthropic launch adds pressure on the enterprise software sector

South Korea aims to lead global quantum chip manufacturing by 2035

The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

ASE expects advanced packaging and testing revenue to double in 2026

Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions

Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26

OpenAI faces internal resource imbalance as researchers depart

OpenAI facing growing pressure as rivals level up, profitability remains elusive

CSPs turn to custom silicon to break Nvidia dependence

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Largan posts 11% yearly revenue gain despite seasonal slowdown

Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target

PSMC narrows losses as DRAM prices and AI demand boost revenue

Nvidia delays new gaming GPU as AI boom strains memory supply

ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25

Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Wistron posts strongest January on AI server growth

Foxconn sees 35% revenue increase in January on AI server demand

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Singapore plans National Space Agency to tap emerging space markets

Ventec sees surge in aerospace orders, posts strongest revenue in two years

Nittobo targets 2028 launch for next-generation glass fiber cloth

Google's efficiency breakthrough shows search thriving, not dying, from AI

Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Radbon sees overseas revenue surge on aerospace and defense demand

Cerebras raises US$1 billion, valuation nearly triples in 6 months

Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%

Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26

Japan's consumer electronics decline: From mobile phones to TVs

Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year

CHPT sees AI, AP drive load board shipments with January revenue up

Huawei unveils new wearables, phones, and tablets ahead of MWC

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

Feb

5

2026

Arm pushes compute subsystems as chip design complexity grows

Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%

The 3nm surprise: TSMC's C.C. Wei pulls PM Takaichi's own book from his pocket to seal US$17B deal

CATL, Changan debut sodium-ion EV proven to operate at minus 50°C

Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties

SiTime to buy Renesas timing unit for US$3 billion

Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout

Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo

Packaging costs rise as Chinese MCU makers push price hikes despite weak demand

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

Skytech delivers self-made PLP equipment, eyes record 2026 growth

Adata sees January revenue nearly triple, as memory prices hold in 2026

Siemens expands EDA stack with AI metrology acquisition of Canopus AI

TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Amazon explores deeper OpenAI ties as AI competition intensifies

Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

MediaTek charts data center ASIC expansion even as smartphone sales slow

Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon pivots capacity to AI power as automotive recovery drags

Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

AEMC joint venture to build semiconductor adhesives R&D center in Southern Taiwan Science Park

Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market

Sam Altman calls Moltbook a 'fad' after security breach

Analysis: Tesla Optimus production strategy tied to China's robotics supply chain

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

MediaTek beats revenue forecast as 2025 sales near US$20b record

Repon eyes strong 2026 growth on rising server demand

Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech

Commentary: China's robot spectacles must go beyond the stage

Dassault Systemes expands AI virtual assistant lineup with industry world models

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Taiwan's color e-reader boom reshapes digital reading and local supply chains

Taiwan invited to join Trump's Pax Silica initiative

CHT eyes strong 2026 growth, with US subsidiary securing AI server project

Networking equipment makers seek new businesses as they unlikely to avoid margin pressure

Moltbook AI community exposed for human control and major security flaws

Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Feb

4

2026

Pentagon selects 25 vendors for attack drone program

AMD sees PC growth in 2026 despite market contraction

HP CEO Enrique Lores steps down; board names interim leader

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Vanguard International Semiconductor sees strong 2026 AI server power demand

Intel CEO unveils plans to enter GPU market dominated by Nvidia

Samsung, SK Hynix move into HBM4 as yields and policy risks loom

AI drives ODM/EMS growth despite weak consumer electronics in 2025

Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round

AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Taiwan prioritizes global partnerships in trade

Analysis: AMD prioritizes supply chain for second-half AI ramp

As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

Analysis: The Musk consolidation — AI, autos, space under one roof

Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays

Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Tesla's dry electrode breakthrough revives 4680 battery ambition

Karnataka govt wades into Foxconn tax dispute, averting escalation

China's tech giants transform Lunar New Year into AI showdown

Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch

Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus

AMD beats estimates, flags softer 1Q26 momentum

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

NXP abandons low-margin bets to chase the software-defined car

AMD delivered the numbers—just not the surprise the AI market wanted

Alibaba's Quark glasses escalate China's push against Meta and Samsung

India wins electronics investment, but key gap threatens momentum

Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Taiwan-US sign Pax Silica Declaration to boost trusted AI and advanced robotics

Aito's surge lifts Seres to front of China's EV race

PC price hikes in 2026 challenge IC design houses to rely on spec upgrades

China leads the humanoid robot supply chain, with 2026 sales forecast to jump

Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025

Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision

Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes

Taiwan's paper-counting academic culture is being challenged—here's why

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean startup Mippia tackles music copyright and plagiarism risks in AI

Feb

3

2026

Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

Nvidia CEO to attend Dassault Systèmes and Cisco summits

Moltbook experiment reignites debate over networked AI agents in 2026

Liquid cooling's next frontier: Data centers rethink heat management

Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships

AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion

Salesforce highlights three AI trends shaping agentic enterprises

Japan's TDK leans on premium batteries while rare earth supply risks deepen

China bans hidden EV door handles, forcing industry-wide redesigns

Apple deepens AI-hardware integration with Q.ai acquisition

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

Univacco Technology to launch Vietnam factory, targets global market competitiveness

iPhone gains in China squeeze MediaTek, Qualcomm revenues

AI redraws data center power architecture as rack-level energy systems go mainstream

Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan

China's AI competition heats up: ByteDance and Alibaba ready new flagship models

Edge IPC market enters maturity stage as robotics and medical applications gain traction

Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

Rising memory prices add cost pressures for IC design houses

YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Foxconn faces tax dispute in Karnataka, prompting government intervention

Trump's India tariff pledge draws skepticism as New Delhi continues to diversify trade ties

C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment

NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations

OpenAI's inference push puts all eyes on Nvidia's AI chip strategy

Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns

Generative AI drives transformation at Asia Pacific Game Summit 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes

SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative

D-Wave pursues dual-track quantum strategy to face challenges from IBM, Google

Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders

Qualcomm, MediaTek, Apple dominate smart glasses processor race

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Germany pivots to Korean chipmakers as Intel retreats

South Korea eyes X-ray lithography in response to ASML's EUV grip

Analysis: China's AI model race tightens into a three-way contest

Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management

Sumitomo Bakelite to acquire Kyocera unit, paving way for Chang Wah expansion

Taiwan's top talent pivots to healthcare, eyeing TSMC-style success

Research insight: Blue Origin's TeraWave bets on space-based optical backhaul

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Feb

2

2026

Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Smart glasses will become mainstream as companies 'platformize'

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

Kinsus approves US$744M ABF expansion on clear three-year demand outlook

Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo

SMIC reportedly sets up advanced packaging research institute in Shanghai

China's auto industry hits record low 4.1% profit margin in 2025

Apple ramps up supplier price cuts to protect margins as costs rise

Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025

Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion

AR glasses flop amid continued pressure to cut costs

Kioxia targets data center NAND as rivals chase HBM

ASE ramps advanced packaging in Taiwan as SPIL scales central hub

Taiwan PCB makers vie for AI server market with new 2026 capacity

ByteDance races to capture closing AI window as Doubao scales up

Msscorps eyes annual growth with silicon photonics expansion

Anthropic launches AI tool Cowork, Microsoft speeds up AI agent development

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

China breaks into the global top 20 with a trio of chipmaking equipment suppliers

Liquid cooling triples growth for thermal solution makers

Taiwan's defense institute partners with US firm to boost critical manufacturing capacity

Research Insights: State governments are vital to US energy sovereignty

TSMC revises five-year growth plan, turning tech lead into high profits

Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production

Merck appoints Benjamin Hein as head of electronics division

Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display

National Aerospace Fasteners begins phase two expansion in Malaysia, targets 1H28 operation with smart manufacturing

Chinese panel cuts push LCD TV prices higher in February

CviLux launches public tender offer for Cystek Electronics to enter power semiconductor sector

Weekly news roundup: Diversification, memory power, capacity politics

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

India roundup: EU and India concludes FTA amid global trade disruption

Taiwan achieves breakthrough with 20-qubit quantum computer

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

SpaceX weighs merger with Tesla or xAI ahead of planned IPO

LG shifts TV production to Vietnam, expands webOS reach

Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes

Micron ramps global memory investments as Nvidia prepares HBM4 rollout

Feb

1

2026

China controls 80% of global AI glasses production

LMOC ramps silicon photonics output with new MOCVD expansion plan

Transsion profits halved in 2025 because of memory price increases

CSPs ramp up AI capex as supply chain gains confidence

Concrete ESG standards needed as Phase 3-3 offshore wind development launches

The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Jan

31

2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Intel signals return to memory with new DRAM bonding research

Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Century Group secures over NT$100 billion in wind power orders

Taiwan's capital markets reach new highs, signaling broader global role

China claims 64% of ESS battery market as South Korea scrambles to launch a comeback

CIP completes first subsea foundations for Fengmiao wind farm, on track for 2027 completion

Morris Chang resurfaces as Jensen Huang returns to Taipei

Jan

30

2026

Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

ASML gains from rising EUV demand and US chip spending

ASIC server demand boosts Taiwan's high-end CCL shipments

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

ABF substrate crunch reshapes market: Unimicron leads and rivals close in

Taiwan pledges full US cooperation to build new non-China supply chain

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

Hyundai and Kia hit hardest by Korea-US tariffs

China's 15th Five-Year plan targets space mining, space tourism

DRAM price surge ripples downstream as CWE plans EMC hike

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Nexcom eyes robot market growth, targets ramp-up in 2027

Alibaba, Baidu advance IPO plans for AI chip subsidiaries

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Aspeed profits rise for second year on server upgrade demand

AI integration drives cautious optimism in global collaborative robot market

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Samsung, LG hike laptop prices as memory 'chipflation' hits

Apple buys Israeli audio startup Q.ai

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

South Korea NAND flash gains strategic role in next-gen AI infrastructure

Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity

Analysis: Why ASML is cutting jobs in Europe and the US but sparing China

GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions

Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Dixon gears up for massive scale-up amid global memory volatility

Apple achieves record-breaking revenue in India amid surging demand

Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics

Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Realtek expects networking to drive growth in 2026 amid PC market challenges

Advantest to boost SoC test equipment capacity to 5,000 units by 2027

Tex Year Industries eyes strong 1H26 growth on India, Vietnam capacity, and specialty chemicals

AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance

Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

With Techman Robot, JPP brings AI automation to the factory floor

Greatek hits full capacity on AI-driven flip chip, QFN packaging demand

SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins

Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system

Asia Cement, Enel X launch virtual power plant to boost grid resilience

Jan

29

2026

Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance

Samsung reclaims memory sales crown as SK Hynix extends profit lead

South Korea's industry minister heads to Washington after tariff rollback warning

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Moltbot cracks the CUDA barrier, pushing Apple's Mac mini back into AI development

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus

Kim Long Motor and BYD plan US$130 million battery factory in Vietnam

Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization

Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play

Analysis: ASML earnings prove AI demand is hitting the factory floor

A year of transformation: Tesla pivots to Robotaxis and domestic chip production

In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips

Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays

Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance

China's MCU sector trends from price cutting to margin repair

Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

Musk moves Tesla past Model S and X, betting on robots and AI

AI boom threatens global chip supply, automakers warned

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

Analysis: how SK Hynix is binding customers to its AI memory

Celestica posts sharp revenue gains as cloud and AI spending rise

UMC accelerates advanced packaging and silicon photonics development as AI drives demand

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Upstream firms say US investment unprofitable if gross margin below 50%

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

VIS licenses GaN technology from TSMC to boost power device development

UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Tesla bets future on custom chips as profit plunges 64%

Meta targets 2026 for massive AI infra push following solid earnings

Taiwan tops auto display revenue while China dominates volume

Taiwan enterprise 5G investments set to surge, driven by testing demands

Scientech's growth signals shift in semiconductor investment toward packaging and system integration

Semco and LG Innotek push into humanoid robot supply chain

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

IPC cost and memory supply pressures accelerate product upgrades

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science

Taiwan and Germany expand trade ties as demand for chips and green tech rises

Deep dive: how Taiwan engineered a 15% tariff deal

How Sega's US$5 million lifeline saved Nvidia from collapse

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect

Vivo exits smart glasses race, citing three insurmountable obstacles

Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory

Why can't tech giants escape China's smartphone production grip?

Jan

28

2026

Earnings call summary: ASML executives bet on chip demand strength past 2025

Toppan keeps legal options open for Giantplus Technology's share transfer dispute

SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary

ASML orders beat expectations as company plans 1,700 layoffs

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark

MetaX revenue more than doubles to US$230 million as losses narrow

Earnings call summary: ASML posts record 2025 results on surging orders

Taiwan bets on drone swarms with Anduril Lattice AI command playing key role

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years

Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

LG Display returns to profitability as LCD exit takes effect

Tesla restarts Dojo development with new focus on space AI

SoftBank in talks to invest additional US$30 billion in OpenAI

'Taiwan Dome' drives shift toward networked defense warfare

Musk plans to cut AI chip design cycle to 9 months

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

Apple's iPhone 17 powers a strong quarter as memory costs soar

BYD reportedly considers local assembly in India as local EV demand surges

Mouser Electronics expands manufacturer lineup with 63 new partners in 2025

Corning signs up to US$6 billion supply agreement with Meta for US data center expansion

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls

Post-CES 2026: China leads humanoids, South Korea rivals the US

KGD joins memory price rally with China vendor raising prices by up to 80%

As China races to localize auto chips, Taiwan locks onto upmarket

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

Jensen Huang prioritizes 'empty chairs' over wrong hires; says Nvidia holds bench of 60 potential CEOs

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

TI accelerates capacity push, shrugs off memory shortages

Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth

Efun Technology's shift toward niche optical films signals broader industry disruption amid supply chain challenges

Micron's US$100 billion New York megafab attracts local oversight

Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026

Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts

Accton enters global top 20 EMS/ODM as AI products double revenue

AI EXPO Taiwan 2026 to expand, unveiling new AI industry blueprint on March 25

China's new commercial space plan aims to reshape global space economy by 2027

China's TV subsidies lose traction, shipments likely to decline in 2026

China's conditional H200 approval rewire Samsung-SK Hynix rivalry

Analysis: Does Foxconn's Mitsubishi venture make it an automaker?

Memory shortages raise alarm across the auto industry

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026