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REALTIME NEWS

CES 2026: Nvidia's Drive AGX Hyperion integrates OmniVision sensors, accelerating ecosystem-based autonomous driving

BMW cuts prices in China as 2026 auto competition heats up

Electric Vehicles

Micron to break ground on largest US memory chip facility

PentaPro Materials enters TSMC supply chain with NT$3 billion Taiwan expansion

China's price war pushes AI data center energy storage to breaking point

CES 2026: Taiwan researchers showcase neuromorphic chip breakthroughs

Samsung dethroned: TCL seize CES spotlight

Tomorrow's Headlines

JAN

8

2026

DRAM prices spike; stockpiling returns under AI-driven supply strain

Arm moves into robotics with new dedicated unit

Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments

Samsung and LG's diverging strategies at CES 2026

Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand

Why TSMC is giving mature fabs billion-dollar makeovers

KLA opens R&D and Innovation Hub in Chennai to boost India semiconductor ecosystem

China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips

CES 2026: Snapdragon X2 Plus strengthens Qualcomm's AI PC push as power efficiency becomes a key battleground

Largan likely to address CPO developments at January 8 conference call

Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand

AI server exports boost Taiwan air cargo market

E Ink drives global e-paper market with new tech standards

Warehousing and logistics emerge as early market for humanoid robots

TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery

Johor seeks broader collaboration with ByteDance beyond data centers

Yageo subsidiary Pulse takes the lead in raising ferrite bead prices as silver price surges

Humanoid robots eye commercial rollout in 2026

Huawei's Ascend 950 tests South Korea's AI market

Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand

GAC-Huawei Terminal formalize deeper HarmonyOS and AI alliance

RISC-V's rise: A third CPU ecosystem in 5-10 years?

Zoom reveals seven AI trends shaping workplaces in 2026

Column: Infrastructure boom over, US AI now faces profitability reckoning

Anthropic champions efficiency over scale in AI infrastructure race

US container imports expected to decline as tariff uncertainty and oversupply weigh on trade

JAN

7

2026

Marvell to acquire XConn to expand PCIe and CXL switching portfolio

Apple reportedly locks in NAND through 2026 ahead of DRAM price spike

Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026

CES 2026: Razer announces shift to AI company, unveils new AI accelerator and products

Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

CES 2026: Lenovo unveils AI super assistant to reshape user experience

CES 2026: pushing AI to the edge

Yann LeCun breaks silence on Meta exit after Llama 4 stumble

CES 2026: Nvidia's Alpamayo launch spotlights China's self-driving ambition

CES 2026: Why Nvidia thinks reasoning, not rules, is the future of self-driving

CES 2026: Intel launches 18A Panther Lake processors as PC makers face memory cost pressures

Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn

CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel

CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan

OpenAI loses key research leader Jerry Tworek after seven-year tenure

CES 2026: Nvidia's Alpamayo promises smarter, safer autonomous driving

CES 2026: MediaTek jumps early into Wi-Fi 8, kicking off the next wireless standards race

Mobileye expands beyond self-driving cars with US$900 million robotics acquisition

CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point

CES 2026: Plaud launches NotePin S wearable recorder and desktop app

Indonesia cuts nickel mining quota to support prices, imports needed in 2026

CES 2026: PC brands push new launches amid memory crunch

CES 2026: Nvidia, AMD turn keynotes into robotics showcase

Naver doubles Google's search market share in South Korea in 2025

CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

China's auto market in 2025: million-unit clubs and a reshaped race

CES 2026: Musk dismisses Nvidia's autonomous driving 'ChatGPT moment'

Nvidia-backed xAI raises US$20 billion in Series E to scale AI infrastructure and Grok models

TSMC's secret behind countering quake risks

Beijing's dual-use controls test Japan's economic security strategy

Memory price surge drives Nanya, Adata to record December revenue

Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4

H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang

Tesla rolls out five-year zero-interest push in China as BYD widens EV lead

CES 2026: Auto industry racing toward software but struggling with costs

TSMC names Gina Proctor Treasurer of Arizona subsidiary

CES 2026: Nvidia and AMD deliver underwhelming speeches

LCD monitor panel prices rise alongside TV panels amid supply tightness

Innodisk, Qualcomm team up on Arm computing for industrial edge AI

US stealth drone RQ-170 spotted after reported Venezuela operation

CES 2026: Boston Dynamics and Google DeepMind partner to bring Gemini AI models to humanoid robots

Apple Face ID veterans' startup Lyte secures US$107 million, wins CES robotics award

Mobileye strikes deal with top US automaker for next-gen ADAS chips

Quanta sees a decade-long AI server cycle, warns growth isn't instant

CES 2026: ProLogium Technology and Germany's FEV Group unveil advanced solid-state battery module

Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages

Samsung speeds Pyeongtaek P5 fab toward 2028 output

Taiwan seeks deeper Europen cooperation in 6G, smart manufacturing

Column: US political economy enters new era of industrial revival and strategic decoupling

Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises

Johor seeks to attract Gotion High-tech for EV battery manufacturing hub

OpenAI's Gumdrop device aims to break free from Apple, Google grip

Sysgration targets AI edge computing growth with new production lines and US expansion

JAN

6

2026

CES 2026: AMD enlists OpenAI and Fei-Fei Li to unveil new AI roadmap

CES 2026: Toyota warns of a tougher year citing US tariffs

5G and AI demand boost Taiwan's copper wire industry growth

CES 2026: AMD unveils Helios rack-scale platform and sets 'AI everywhere' vision

CES 2026: Samsung C-Lab showcases 15 startups with strong AI focus

CES 2026: SK Hynix showcases next-gen AI memory solutions

CES 2026: Intel's 18A Panther Lake narrows the gap between iGPUs and discrete graphics

CES 2026: Spotlights put on companion robots and robotic dogs from Taiwan

CES 2026: Amazon's Zoox debuts public driverless robotaxi with 360° sensing

Panasonic exits VR headset manufacturing, transfers MeganeX business to Shiftall

Hesai selected as lidar partner for Nvidia DRIVE AGX Hyperion 10 platform

CES 2026: AI glasses and automotive electronics lead the way as Chinese startups seek new growth

CES 2026: ProLogium unveils new solid-state lithium ceramic battery platform

OpenAI's reported shift to Foxconn signals a push into consumer AI hardware

Asus claims top spot among Taiwanese notebook brands as industry undergo AI-driven shift

Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms

LG Electronics India's APA settlement clears decade-long tax overhang, boosts balance-sheet visibility

India removes key barrier for deep-tech startups as DSIR eases recognition criteria

Ampower secures TSMC backup power supply orders with visibility through 2028

Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

CES 2026: China's tech heavyweights to showcase humanoid robots and next-gen displays

Drone boom drives shift to higher-end flight controllers

CES 2026: AU Optronics debuts new smart cockpit and microLED innovations

Samsung leverages Gemini models as global AI device race heats up

CES 2026: Qualcomm unveils Dragonwing IQ10 robotics processor and general-purpose physical AI stack

TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall

CarUX, Pioneer make first CES appearance post-merger, unifying in-car displays and audio

Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones

CES 2026 opens in Las Vegas with a spotlight on AI, robotics, and manufacturing

Honda delays China factory restart as Nexperia dispute continues to disrupt supply

CES 2026: Nvidia unveils 'Vera Rubin' architecture with 10x cost efficiency, lays out roadmap to Kyber

Foxconn's AI-focused expansion signals long-term transformation of hardware and cloud business

AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%

Samsung to restart construction of Pyeongtaek P5 chip plant

CHPT 2025 revenue jumps more than 30% year-over-year to hit record high

DCC Technology rebrands as Nexora, subsidiary targets military and aerospace

CES 2026: Samsung showcases 130-inch Micro RGB TV, Ballie robot nowhere to be seen

Nvidia showcases end-to-end AI stack from deskside supercomputers to autonomous driving

CES 2026: Qualcomm unveils Snapdragon X2 Plus platform to power next-generation Copilot+ PCs

Largan posts 3% revenue growth in 2025, aims to improve variable aperture yield in 2026

Foxconn's 2025 revenue tops NT$8 trillion as AI, cloud drive growth

Nvidia at CES: Alpamayo, Rubin, and the rise of reasoning AI

TCL's RGB mini LED claims on Q9M TV draw industry scrutiny

China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC

Taiwan leverages AI export surge to boost tourism, domestic demand

As supply chains fracture, Foxconn repositions for the auto age

China Mobile, CNBM anchor Huaxin Micro-Nano's 8-inch MEMS expansion

SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

Qualcomm, Google bet big on RISC-V for AI dominance

HKC reportedly eyes OLED debut as industry pivots to bigger panels

Chinese chipmakers confront yield challenges despite localization push

Acer Gaming scales global agency and outsourcing play

Chang Wah interview: strong lead frame growth despite precious metals shortage

JAN

5

2026

TSMC 2nm leak probe leads to additional indictments for three people and Tokyo Electron

Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds

Chunghwa Precision Test Tech to build new plant in Taoyuan amid growing semiconductor demand

Etron Technology to showcase edge AI memory and robotics platforms at CES 2026

Black Sesame's Huashan A2000 clears US Commerce, Defense reviews, secures global sales approval

Ericsson highlights Taiwan's CPE and RF edge ahead of 6G rollout

Inpaq CEO Pei-Jen Chen launches resource realignment plan

TSMC kicks off 2nm production with Samsung in hot pursuit

Geopolitics-driven auto industry reshuffling on display at CES 2026

Samsung bets on smart driving, testing old alliances

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

GTOC signs 5-year US defense deal for aerospace glass conformal antennas

Lee Jae-myung's first China visit signals warming South Korea-China ties

Japan's Rapidus to launch advanced packaging pilot line in Hokkaido by spring 2026

China pulls ahead of the US in humanoid robot commercialization

TSMC's US fabs expose structural cost gap with Taiwan

Taiwan network firms to showcase Wi-Fi 8 and AI networking at CES 2026

China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing

Kawasaki banned by Japanese defense ministry over submarine engine fraud, raising export trust concerns

Exclusive: Ahead of CES, Foxconn bets on certified vehicles to break into autonomous driving

Samsung reportedly pitches bundled solutions to Google and AMD

Xiaomi sets 550,000 EV delivery target for 2026 expansion push

Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

iPhone 17 sales surge lifts Apple past 20% share in China

Weekly news roundup: TSMC widens 2 nm edge as South Korea boosts chip spending; Huawei eyes memory bottlenecks

Instagram goes raw: AI slop floods social media platform

ITC launches formal investigation into Samsung and Google over Netlist patent dispute

NAFCO posts record December revenue and is optimistic for 2026

Memory price surge drives profit windfall across sector

SK Telecom unveils South Korea's first 500-billion-parameter AI model A.X K1

Asus pulls back from smartphone market after two decades of losses

Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

DIGITIMES chair warns against head-on competition with China's strength

SK On slows investment and delays Seosan factory expansion with EV market uncertainty

TSMC's CoWoS outsourcing to ASE and Amkor challenges Samsung

Trump orders divestment of EMCORE chip assets, tightening US scrutiny of foreign semiconductor deals

Foxconn reportedly emerges in supply chain reports tied to OpenAI's rumored AI devices

South Korea steps up race to build sovereign AI foundation model

India clears 22 electronics manufacturing proposals under ECMS, with Foxconn and Samsung among beneficiaries

Taiwan ramps up drone procurement in 2026, testing mass-production capacity

India roundup: OSAT players claim legacy packaging price parity

Smart wearable demand rises as 2026 poses challenges in costs and features

Taiwan power chipmakers bank on AI data centers and auto orders for 2026 growth

Neuralink moves toward brain implant mass production in 2026

Taiwan IC design industry faces intensifying G2 pressures in 2026

JAN

3

2026

Asus halts 2026 smartphone plans, eyes entry into drone and AI glass markets

Micron and GlobalFoundries strengthen Singapore's position in advanced AI chip manufacturing

Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge

Chang Wah accelerates Asia expansion as chip packaging booms

Commentary: When the grid can't keep up with the algorithm

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

JAN

2

2026

Memory shortages to persist through 2026 as AI server demand surges

Asus to pause new smartphone launches in 2026, maintain mobile operations

IC substrates and networking PCBs grow; materials and equipment face shortages

Global auto market faces turning point in 2026 as competition in China intensifies

Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO

Meta finalizes Butterfly Effect acquisition, eyes Manus as monetization model

Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption

DeepMind argues AGI may emerge as network of AI agents rather than single superintelligence

CXMT logs first annual profit on DRAM price rebound

Twoway chair indicted in Taiwan for alleged attempted breach of trust

Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty

Samsung gains edge in AI memory race after reportedly leading Broadcom system-level tests

BYD meets 2025 EV sales target, set to surpass Tesla as top BEV maker

Taiwan's AI and robotics agenda stalls as legislative deadlock over 2026 budget continues

Vietnam urges Intel to boost semiconductor backend capacity

Power supply chain weighs price hikes, long-term contracts as copper price increases

US approval of TSMC equipment exports to China reflects strategy shift

China's CXMT moves toward IPO with global DRAM share nearing 4%

Foxconn partners with Pace CCS to advance carbon capture tech in Taiwan

Samsung reportedly seals land deal, paving way for Yongin semiconductor complex

Samsung rolls out 7,200Mbps DDR5 samples as SK Hynix, CXMT intensify competition

Samsung aims for 2026 HBM4 mass production after customer validation

Smartphones and notebook prices could increase as memory lead times extend

SanDisk, Micron vie for PSMC's Tongluo fab capacity

South Korea's semiconductor bill risks weakening competitiveness as rivals roll out cash subsidies

Chunghwa Telecom upgrades certificate governance, applies for Chrome root trust list

South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU

Budget delays risk sidelining Taiwan in 2026 silicon photonics and CPO takeoff, NSTC warns

China demand pushes Nvidia to seek more H200 capacity from TSMC

Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges

Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts

CES 2026 to spotlight AI as central theme with hardware and everyday life integration

CES 2026 set to highlight AI innovations with major tech companies unveiling new products

Yageo adopts co-COO structure to support global expansion

2026 electronics industry outlook

Samsung, LG, SK, and Hyundai identify AI Transformation as core strategy for 2026

China sees 2025 chip IPO surge as domestic AI and tech ambitions accelerate

Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier

Server ODMs remain bullish through the end of 2026 despite bubble concerns

Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate

Samsung raises 2025 bonuses for DS division amid memory boom

ByteDance plans US$14B Nvidia H200 chip purchase in 2026

Samsung's Exynos chip faces challenges returning to Galaxy flagship, focuses on expanding applications

Chinese AI firms ramp up expansion in Singapore amid fierce local competition

Europe's defense tech market surges with ongoing Russia-Ukraine conflict; UK and Germany lead AI innovation

JAN

1

2026

China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process

Spirox to ship self-developed TSV inspection equipment in 1H26, easing wafer fab bottlenecks

Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways

Samsung reportedly explores side-by-side chip packaging for next-gen Exynos

AI competition moves beyond LLMs into distribution and hardware channels

2026 AI server demand tied to profitable AI as unmonetizable projects stall