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Chinese private satellite firms accelerate IPOs, boosting financial space applications

Tomorrow's Headlines

Commrntary: TCL and Lenovo upgrade global strategies after CES 2026

Tomorrow's Headlines

Shift in supply chain dynamics challenges China's NPI dominance

Tomorrow's Headlines

SAS chair warn challenges ahead forTaiwan-US industries, unveils new wafer and green energy strategy

Tomorrow's Headlines

Taiwanese firms prepare for silicon photonics CPO packaging opportunities amid AI data center growth

Tomorrow's Headlines

Inventec secures Google TPU server L10 orders, marking milestone for Taiwan ODMs

Tomorrow's Headlines

Jan

21

2026

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams

AI servers and chips push Taiwan December exports to record highs

Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand

Samsung reportedly exploring ASMPT for TCB supply

Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion

AI demand boosts Unimicron and Nan Ya PCB profits in December 2025

Sequoia Capital signals potential investment shift to Anthropic

Siemens acquires ASTER to strengthen PCBA test and DFM capabilities

Commentary: Taiwan secures most-favored-treatment with tariffs but loses investment edge in China and Vietnam

Twin rocket failures expose risks in China's space race

China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up

Excellence Opto expands in Mexico to boost auto electronics

Davos 2026: AI takes center stage as leaders debate compute, control, and consequences

Asus phases out mobile phones but stays in market due to Google deal

Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market

Jabil invests in semiconductor power systems, expanding chipmaking footprint

2nm mobile SoC era begins with Xiaomi 18 flagship launch

US tariff easing slows supply chain shift to Southeast Asia

China's premier highlights AI large models in strategic development talks

Column: Japan bets on deep-sea rare earth mining to break China's supply grip

Bravo iDeas enters AI toy market with emotional AI companion integrating LLMs

Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026

Google Chromebook aims for steady 2026 shipments despite memory supply challenges

oToBrite Electronics expands full-domain visual AI solutions as automotive-grade cameras enter unmanned vehicles and robots

Vietnam begins construction of first domestic semiconductor plant

Asia Optical bets on humanoid robots as its next growth engine

OpenAI reportedly charts five hardware devices, starting with 'Sweetpea' audio product

Intel recruits Qualcomm GPU chief to lead future AI PC efforts

Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment

Nvidia challenges Apple's longtime TSMC priority

Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving

China tightens rare earth export controls to Japan, further fueling geopolitical tensions

Commentary: Taiwan secures tariff deal with US, lifting cloud over auto parts industry

China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions

China's AI industry reshapes as GPUs rise to be core strategic asset

Trump signals new tariffs, casting fresh shadow over Europe's auto industry

Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment

A 100% tariff threat puts Taiwan’s memory makers on notice

Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities

Sony and TCL move toward joint venture in home entertainment

Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth

Behind trade barriers, Detroit risks falling behind

Taiwan's industrial park model goes global

South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix

China races to catch up with memory chip leaders in LPDDR6

Taiwan rolls out tiered electricity rates for data centers amid AI power crunch

Quanta EVP Mike Yang interview: AI industry paradigm shift just begun

Jan

20

2026

Taiwan ramps up semiconductor research while US chip relocation debate rages on

AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

PowerTech and ChipMOS report robust November profits amid strong memory demand

Samsung foundry utilization reportedly nears 60% as losses narrow

Musk moseys into encyclopedia arena as Wikipedia multiplies AI data partnerships

Trump's Greenland ambition triggers EU tariff war, shipping rates plunge

Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam

Advantest faces three standardization challenges in shift-left testing

Supply chain shifts strategies as China tightens rare earth export controls

ASUS chairman lays out 'All In AI' strategy under global trade headwinds

ASM International reports stronger orders as China's demand rebounds

Samsung reportedly to test EUV tools at Taylor fab in March

TSMC builds 'virtual IDM' for Apple chips

US semiconductor tariffs may weigh on Malaysia's export-driven industries

Nvidia Alpamayo sparks VLA computing power race as South Korea preps for autonomous ecosystem

Incentives out, tariffs in: Why Micron's New York megafab matters far beyond memory chips

HTC highlights security and enterprise deployment as keys for AI glasses growth

Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal

CviLux gains from AI server power overhaul as HVDC reshapes data center connectors

Taiwan IC designers wager on algorithms for the next boom

Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts

Kaynes Semicon secures ISM fiscal support in India chip push

Micron's DRAM licensing to Powerchip reshapes DDR4 supply

Alibaba's Qwen expansion links AI directly to consumer services

HTC accelerates AI glasses ecosystem with AR roadmap and China-focused LLM partnerships

Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026

AI bubble concerns ease with Taiwan's IT sector-driven economic growth

Epirus achieves first takedown of fiber-optic guided drone with microwave system

AI server power architecture upgrade drives structural growth in power connector industry

Foxconn deepened its manufacturing presence in China with new joint venture

Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook

China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain

Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts

Musk’s gigawatt AI bet is accelerating the global compute arms race

Smartphone chips hit 2nm in 2026. The real shock is the cost

Alibaba-backed PixVerse introduces real-time AI video tool with interactive control

Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment

Naver Cloud fails South Korea's AI foundation model selection

BTL sees strong AI server orders, visibility extends to 2Q26

AUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core

Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Vivo faces intensified competition in 2026 despite strong X300 smartphone sales

Samsung Device Solutions eyes 47% bonuses after profit surge

Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Memory price surge reshapes China's PC assembly market with renewed interest in older platforms

Jan

19

2026

SSD controllers face five challenges as NAND shortage drives sky-high prices

Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists

Taiwan carves robotics niche as humanoids proliferate

Column: How organizations and individuals can prep for quantum computing threats

Research Insight: The rising chip cost inside every car is forcing a rethink in China

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

Tesla accelerates AI chip development even with safety and software challenges

China's rare earth supply hit by factory blast as exports slip

Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive

Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp

Foxconn strengthens US server presence post-tariff deal

Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Glass fiber supply crunch hits AI hardware and Apple's 2026 devices

Quanta rushing to hire and expand as AI server demand holds strong

Trump questions USMCA, opens door to Chinese carmakers

TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools

US-Taiwan trade pact clears path for tech supply chain hubs in America

Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion

US-Taiwan investment MOU brings clarity on future auto tariffs

Cost pressures push China LED price hike despite soft markets

Global power grids emerge as strategic choke points in AI and industrial competition race

Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets

China's Innosilicon launches LPDDR6 IP with commercial shipments

Yageo implements chip resistor price increase amid rising precious metal costs

Apple leads global smartphone market, Huawei tops China in 2025

Weekly news roundup: memory shortages, packaging power, TSMC's global pivot

Oppo counters rising memory prices with feature upgrades in A6 series

OpenAI taps Cerebras for US$10 billion AI chip buildout

Wistron posts record 2025 revenue despite margin pressure from system assembly

US-Taiwan defense ties deepen by 15% tariff cap

Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US

Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

India roundup: Acer bets on growing PC penetration

Advantest ATE lead times remain tight as AI and memory markets expand

OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence

Taiwan PCB industry gearing up for record investment driven by AI cloud computing

NIST's PQC standards trigger global race to secure data before quantum attacks arrive

Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Machine identities outnumber humans as AI reshapes cybersecurity landscape in Asia Pacific

Oppo's reintegration of Realme signals push for cost discipline and sharper brand segmentation

Taiwan's DDI chipmakers fight for survival beyond displays

OpenAI flags China's AI surge with geopolitical ripples

Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026

Persistent shortages of advanced glass fiber cloud the AI chip outlook

Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors

Jan

18

2026

SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China

South Korea signs IP pact again, China-linked tech leaks still dominate

Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets

Apple and Google partnership on Gemini AI model signals major shift in Siri's personalization and privacy approach

Taiwan's HCMF Group and Kinpo Electronics team up to navigate an AI-driven auto industry

AgiBot faces dexterous hand tech challenges

SK Hynix accelerates advanced packaging from Korea to Indiana

MGC expands into AI liquid cooling market

Jan

17

2026

TSMC speeds up US expansion while keeping FX strategy simple

Internal memo reveals Micron has locked in PSMC HBM capacity through prepayment

Micron to buy PSMC Taiwan fab in $1.8bn deal as both recalibrate AI memory strategies

NIAR launches chip-level advanced packaging platform to boost Taiwan's semiconductor edge

Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition

Micron's new fabs target 2030 rollout as supply shortages linger

Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split

Render Network predicts fully brand-owned AI experiences and GPU-powered creation surge in 2026

NAND makers hike prices up to 100%, squeezing low-end consumer drives

US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector

Samsung DS rebounds to record KRW20 trillion under new leadership

Amkor to close longstanding Japan chip plant as EV demand slows

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

Canon eyes 2027 inkjet wafer planarization launch

Yageo secures full voting control of Shibaura Electronics after Tokyo delisting

Apple's LCD demand gives Radiant room to expand into AR and OLED

TSMC chair confirms long-term AI demand and commitment to US expansion

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

Jan

16

2026

How the 'Taiwan Model' works in Washington's latest tariff deal

Biwin Storage profit jumps 427% as memory cycle turns

Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry

Samsung to lift DRAM output 5% in 2026 as supply tightness persists

Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

MediaTek scales flagship performance with Dimensity 9500s and 8500

Formosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics

US AI data centers face grid connection delays, drive new power supply models

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Taiwan opens international tender for quantum computer purchase; US export ban remains key

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

Phison, Infinitix build enterprise AI infrastructure stack

Honlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears

CES 2026 turns dexterous hands into a China-South Korea showdown

Challenges mount for China's solar industry as tax rebates end

Commentary: Taiwan-US form high-tech strategic partnership to counter China's rise

Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge

Commentary: TSMC's unstoppable momentum faces one wild card

Taiwan's urban mobility surges on digital platforms and shared transport

China's solar braces for 2Q26 shakeout as export tax rebate ends

China expedites photoresist localization to reduce Japan reliance

US data center growth strains electric grid, prompting proposed outages and industry pushback

Vietnam to set up national semiconductor chip prototyping center

CES 2026 review: Robots master origami, tickle the ivories, and fold your laundry

Tesla CEO reveals China's AI edge as xAI sparks US data center power race

Huawei matches Nvidia in China's AI chip market, 2026 power shift in play

Foxconn holds the hardware keys to Apple's AI strategy

US extends AI chip controls to cloud access, China's overseas compute plans under risk

US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion

South Korea seeks matching US tariff breaks after Taiwan's chip pact agreement

Taiwan secures preferential US tariff treatment for semiconductors

TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

Breaking down the strategic implications of the 15% tariff framework of the US-Taiwan trade deal

Commentary: 90-day negotiation is key in US chip tariffs

OpenAI's acquisition of Torch signals intensifying AI competition in healthcare sector

Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages

Taiwan launches Smart Robot Research Center to advance everyday service robotics

US drops China drone proposal; Taiwan suppliers press ahead

Micro LED, robotics, photonics lift LED industry from price wars

AI's next bottleneck: Power infrastructure in Taiwan

Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector

Foxconn, SoftBank deepen AI ties through sports sponsorships

Memory supply shortage to boost secondhand smartphone market growth

Jan

15

2026

In depth: Why TSMC believes AI demand justifies record capex and long-term risk

SK Hynix accelerates Yongin fab launch by three months

NIAR chair urges ITRI to take charge of applying research

Delta Electronics plans major manufacturing expansion in India to support 'Make in India' push

Samsung India business outlook brightened by AI and connected home offerings

Reliance plans AI platform to bring language-first access to every Indian

Taiwan accelerates drive to build silicon photonics ecosystem

Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues

Jorjin integrates US and Europe supply chains to target smart glasses

Llvision focuses on real-time translation over full-featured smart glasses

Column: Q-Day could break the internet—and the countdown has started

UHT, Fong Jaw partner on dual-use VTOL drone for defense and commercial markets

China takes cautious stance on US H200 chip export, prioritizes local chipmakers

CES 2026 insights: Taiwan IC designers push beyond consumer markets

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

Smartphone panel prices hit by memory price surge

Apple's services segment drives record revenue growth in 2025 amid slowing hardware sales

Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips

Taiwan unveils full scope of Ten Major AI Infrastructure Projects to build nationwide smart living ecosystem

Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut

TSMC retains pricing power using Apple and AI dual structure

Syntec Technology reports strong revenue growth driven by smart manufacturing expansion

TSMC's 4Q25 revenue surges 20.5% on advanced process demand

Taiwan OTT growth stalls with viewership and subscriptions dropping, NCC reports

South Korea's memory chip giants pivot back to capacity expansion

CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market

PlayNitride teams up with Brillink to build optical interconnect platform

As AI data centers expand, Seetel rides a surge in energy storage demand

Maxscend's first annual loss exposes fab-lite strain and legal risks

ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings

L'Atitude 52°N targets outdoor sports niche with smart glasses amid growing AI integration

Hotai Motor launches new RAV4 with strong early demand, aims to boost sales in 2026

Aurotek posts record revenue in December 2025 and full-year results amid strong demand

Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027

Microsoft reportedly reorganizes teams to enhance GitHub and compete with emerging AI coding tools

Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows

Samsung reportedly files new HBM trademarks as HBM4 advances

TSMC Arizona yields depend on Taiwan's on-site experts

Taiwan's top teleco trio's steady 2025 growth beat expectations

Foxconn-HCL semiconductor joint venture to be named India Chip Private Limited

Intel CPU squeeze forces Asus Chromebook shift to MediaTek

Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips

Feeder line capacity emerges as critical battleground in global energy and tech race

Rising memory prices lift Taiwan supply chain earnings

Apple fully embraces Google Gemini, ends mobile AI battle?

Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

Japan fortifies rare-earth supply chain against China risk

Google launches Universal Commerce Protocol to streamline AI-driven shopping

91APP posts record December sales as iCHEF acquisition begins to pay off

AI transforms biomedical industry with new gene therapies and robotic manufacturing

OpenAI acquires Convogo in latest talent-focused deal

Taiwan chipmakers unfazed by US drone policy shifts

EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe

EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition

Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units

China's WUS to build US$300m optical-electrical PCB hub for AI systems

EU adopts minimum price commitment to manage Chinese electric vehicle expansion

Hotai Motor sees limited short-term demand for US-made vehicles amid high costs

Taipower deploys AI-powered drones for boiler inspections, enhancing maintenance efficiency

GlobalWafers' Topsil advances ultra-pure float zone silicon for quantum tech

GlobalFoundries moves into processor IP with ARC acquisition from Synopsys

Jan

14

2026

Advanced packaging crunch lifts ASE, KYEC to new highs

Samsung shifts to develop AI companion for smart home

China tech restrictions complicate Reliance battery cell plans

China lifts semiconductor equipment localization to 35%

Ola Electric enters residential energy storage market with Shakti BESS launch

SK Hynix to invest in new advanced packaging plant amid AI memory demand

Meta doubles down on AI smart glasses, shuts VR studios

Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion

Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan

SK Hynix reportedly trims consumer memory, shifts focus to servers

Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance

Apple leads 2025 global smartphone sales with upgrade strategy

Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny

E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025

China's new export trio drives 2025 trade growth

Taiwan prosecutors target OnePlus founder for arrest in illegal hiring probe

TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave

China extends anti-dumping tariffs on US and Korean polysilicon

Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation

CPO module output to grow by 137% annually as Taiwan fosters key photonic tech

Car displays evolve into vehicle-home connectivity hub

DeepSeek V4 and the new economics of AI compute

Automakers pivot from wheels to legs at CES 2026

South Korea's tech independence drive under scrutiny over China links

Genomics BioSci & Tech posts record monthly and annual revenues in 2025

Tatung targets 2026 for accelerated transformation amid strong power and EMS growth

HTSI gets boost from probe cards and engineering services

Smart glasses fade from CES 2026 spotlight as wearables evolve

Software-defined vehicles hit physical limits at CES 2026

U-Best Innovative develops water-based resin for automotive interiors, targets diverse sectors

CXMT launches US$4bn bid to break DRAM market control

Trusval posts record 2025 revenue on strong order visibility from customer expansions

Tsinghua's AI quartet and China's 20% bet on AI race

US drone policy swings highlight security and geopolitical tensions

Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await

Luxshare and Wingtech clash over India asset transfer, take dispute to Singapore arbitration

US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers

Realtek and Phison compete to enter Nvidia's AI supply chain as memory tech upgrades

Meta reportedly to cut 10% from Reality Labs, launches Meta Compute for AI infrastructure

Formosa Plastics Group sees rising net loss in 2025

Chinese AI startup DeepSeek drives global adoption, raises geopolitical concerns

Darfon Energy Tech acquires Hitron to boost edge AI and industrial power solutions

Motorola eyes continued smartphone shipment growth through partnerships and overseas expansion

From wastewater to green materials: Ping Ho bets on semiconductor recycling

Motorola unveils SiC battery tech for lighter, longer-lasting smartphones

China signals photoresist localization shift in supply chain standoff with Japan

AI-driven rise in server power fuels shift to advanced cooling fan technologies

Samsung unveils groundbreaking 140-inch bezel-less microLED TV alongside 130-inch Micro RGB model at CES 2026

South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion

China's GPU makers go public, advance to 6nm/7nm nodes

Acer Asia-Pacific targets double-digit annual growth

BlueField creates storage-powered AI boom, controller market expected to expand

AI boom pushes Taiwan's GDP growth past 7%, masking tariff and talent strains on non-ICT sectors

FCC approves major expansion of SpaceX's Starlink satellite network

Jan

13

2026

Taiwan-US tariff talks near closure, Section 232 relief in focus

WT Microelectronics and WPG post record 2025 revenues driven by AI momentum

EU plans to adjust rules on Chinese EV imports; shifts from tariffs to minimum import prices

Topco Scientific posts record 2025 revenue on strong advanced process material demand

Top 10 chart: Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings

Top 10 chart: Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery

Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds

DeepSeek V4 update: Conditional memory reshapes large-model efficiency

LG debuts CLOiD home robot at CES 2026

CES 2026: Chinese humanoid robots dominate the spotlight

CES 2026: The auto industry's AI boom meets growing doubts

CES 2026: AI smart homes shift appliances into proactive household managers

Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online

Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing

Nvidia denies requiring Chinese customers to prepay for H200 chips

Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets

Uber names Cesar Molina as Taiwan GM, Magarita Peker transitions to Head of Family Growth

Greenfiltec semiconductor AMC filter market share rises, revenue exceeds 40% in 2025

China's reusable rocket makers set their sights on SpaceX's cost edge

Acer seeks to grow Indian PC market share with focus on gaming segment

Exclusive: Behind the scenes at CES 2026, the SDV vision meets hard limits

Taiwan's top panel makers will diversify in 2026

Taiwan pushes silicon photonics frontier R&D to defend semiconductor edge in AI era

Exclusive: EVs gain edge as computing hits ceiling in fuel vehicles

MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026

Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm

India's PC market is poised for significant growth with government-driven digitalization push

Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure

Trump nears Taiwan trade deal tied to massive US chip expansion

Google–Apple AI deal signals a new phase of competition beyond models

Laster Tech sees 4Q25 shipment growth, adopts strategic order approach in China

Why AI robotics may not spare automakers from looming AI bubble risks

Acer adopts multi-tier strategy amid ongoing memory chip shortage disrupting PC market

Edge AI devices drive 2026 component value surge

CES 2026: Microip showcases vision tech for transit and drones

Mini LED TVs dominate CES 2026 as OLED technology fades

Column: IBM's 50-year-old liquid cooling patent shapes today's AI data center cooling

CES 2026 highlights on-device AI as standard, reshaping AI PC architecture

How South Korea will revive Gwangju's advanced optical industry

CES 2026: Elan Microelectronics pushes into drones and smart transit

Winbond Electronics and Transcend report strong growth as memory shortage

Taiwan drops localization rules for offshore wind, shifts to ESG and delivery focus

Macroblock advances Micro LED glass substrate applications towards mass production

China's EV industry faces a state-mandated reset as energy caps take effect

Jan

12

2026

Qatar, UAE join US-led Pax Silica supply chain pact

CES 2026: Attendance holds steady while innovation shifts

China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

CES 2026: Chip giants spread out, visual AI dominates the smaller players

Musk vows to build 2nm fab, claims industry got cleanroom wrong

Garmin's Unified Cabin architecture signals shift toward AI-driven, centrally computed smart cockpits

US scraps planned restrictions on Chinese-made drones

Software takes the wheel in automotive industry at CES 2026

China files for over 200,000 LEO satellites, challenging global spectrum allocation

HP seeks Chinese memory suppliers as DRAM shortage bites

Synnex reports strong December revenue growth driven by memory prices and AI demand

Etron showcases integrated AI memory solution at CES 2026 amid rising DRAM costs

AUO and FIH showcase AI-powered smart cockpit concepts at CES 2026

Memory price surge forces Chinese brands to cut orders as lens tech rivalry heats up

Beijing's tech standards reshape global auto industry

CES 2026 sparks debate over Chinese product innovation

IEI Integration eyes 2026 rebound on medical, network security push

Flytech posts 9.3% revenue growth in 2025, eyes resilient operations in 2026

Samsung reclaims top spot in global DRAM market with record quarterly revenue

Huawei steps up 2026 smartphone offensive, Pura series targets market share

Tariffs and AI reshape Taiwan SMEs' foreign trade strategies

Trump calls for US defense budget hike to US$1.5 trillion, urges contractors to boost capacity

AGC completes restructuring by exiting small glass substrate business for mobile phones

Taiwan UPS specialist powers AI and semiconductor demand surge into 2026

South Korea accelerates SiC and GaN power chip production with new policy push

Lenovo aims to double India business in three years

TCL climbs to No. 2 in global TV shipments

India targets post-quantum secure chip personalization with Kaynes Semicon-SEALSQ joint venture

TCL appeals to vision-care with NxtPaper 70 Pro smartphone

Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion

GIS, TPK expand microLED, 3D printing investments

Honey Hope Honesty posts 16% growth on surging AI server MLCC demand

TSMC expands advanced packaging, reportedly set to name first 'general plant manager'

Asus reports strong revenue growth in 2025 despite memory price surge

Nvidia set to hit US$200 billion revenue milestone on Blackwell and China H200 chip sales

Top 10 Chart: Taiwan semiconductor manufacturing split in 2025

Beijing pulls out rare earth card against Japan; Murata says production unaffected so far

Ennoconn targets edge AI after December revenue hits record high

Samsung eyes BOE OLED panels for Galaxy S series

Sharp-Adani LCD proposal tests India's ability to build a full-scale panel supply chain from scratch

Chinese AI startups face 'go global or decouple' dilemma after Manus deal

Commentary: CES 2026 marks end of AR hype, start of price wars

Samsung reportedly lands US$550 million state loan for chipmaking equipment

Global AIDC boom drives shift in energy storage market as China dominates lithium battery industry

Taiwan's CyberPower shifts focus to AI-driven data center power as sales dip

AEB breaks new revenue record for eighth consecutive year

Jarllytec seeks more foldable smartphone shipments in 2H26

GSEO's 2025 revenue rises nearly 8% YoY, with significant potential benefits in 2026

Taiwan, Europe expand tech cooperation with MediaTek and Innolux leading projects

Tai-Tech Advanced Electronics posts record 2025 revenue on strong orders and pricing

Rayzher Industrial reports record annual revenue despite December dip

Pan-International bets on humanoid robots and AI, revenue contribution expected as early as 2027

AI server demand pushes Chenbro 2025 revenue above NT$20 billion

Qisda-backed Elixiron tackles Alzheimer's with new drug developments

FCCL maker Taiflex pushes fine-pitch materials to lift product value

NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026

TEL expands AI memory capex, targets etching equipment market share

Column: Decoding Jensen Huang's CES 2026 keynote and the AI infrastructure reset

Taiwan pushes semiconductor supply autonomy by tackling materials and equipment gaps

CES 2026: modular vs. thin notebook designs

India roundup: India's OSATs are comfortable with materials today, but that may not last

India reportedly mulls tough new smartphone security rules, reviving industry fears over privacy and proprietary code

Jan

11

2026

Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure

CATL teams up with Nio to tackle the next phase of China's EV boom

Seeking independence from Starlink, Japan backs homegrown satellites

India advances local chip design ecosystem under incentive scheme, early outputs emerge

LinkCom targets high-end networking as magnetic component sales rebound

Taiwan's Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier

Apple iPhone exports from India reach US$50 billion in 2025

CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs

WinWay reports record revenue growth driven by AI demand in 2025

Jabil expands data center business with Hanley Energy acquisition

Hyundai pushes deeper into robotics with Atlas humanoid

Taiwan's telecom sector reshaped after mergers, profitability up but revenue growth stalls

China's humanoid robots outsell US rivals in 2025 shipments

Jan

10

2026

China semiconductor leaders urge caution on Nvidia H200 deals

AI-driven surge in computing power transforms data center energy architecture

Exclusive interview: Hubble’s CEO explains how Bluetooth could power the next space network

Excellence Opto advances multi-business strategy, Mexico plant to launch in 1Q26

Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry

LG Display sets transparent OLED as next growth pillar for automotive, XR

LCD TV panel prices rise in January with potential for further gains in February

Sporton passes first Wi-Fi 8 test and receives FCC approval

Trump praises US stake as Lip-Bu Tan reports 18A chips on schedule

Tex Year targets AI and optoelectronics specialty chemicals

Jan

9

2026

CES 2026: NXP advances dual-track automotive computing with Taiwan partners

CES 2026: Qualcomm expands automotive partnerships to accelerate software-defined and AI-driven mobility

CES 2026: BizLink showcases the hidden infrastructure powering AI, drones, and autonomous vehicles

CES 2026: Samsung's trademark win leads TCL to drop 'NXT FRAME' name

South Korean tech giants accelerate robot actuator development at CES 2026

Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny

CES 2026: robot vacuums have their presence felt in smart home sector

Largan braces for 1Q26 seasonal dip as capacity utilization loosens

CES 2026: Wearable startups present new applications

Jensen Huang defends the safety of Nvidia's new autonomous driving system

Taiwan targets SiPh CPO-AI ecosystem in 10-year plan

AMEC chairman plans share sale after restoring Chinese citizenship

Tesla CEO predicts AI's future hinges on China's power capacity

CES 2026: Chinese humanoid robots grab spotlight

Lenovo launches hybrid AI platform Qira for cross-device personal AI

Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split

Commentary: China redirects AI race to manufacturing systems

CES 2026: Boston Dynamics questions economic value of Chinese robot demos

MSScorps hits record 4Q25, 2025 revenue on AI and chip demand

Walsin subsidiary Joyin raises prices on thermistors and varistors as silver cost surges

Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026

MA-tek reports higher December and full-year revenue driven by AI chip and advanced process demand

Taiwan's AI development strategy comes with semiconductor edge

TSMC posts strong full-year growth in 2025 as December revenue eases on seasonal shipment patterns

CES 2026: Smart glasses market shifts focus to AI capabilities

Google and Samsung bet again on smart glasses, this time with Android XR

Commentary: How fragile is the China–Japan semiconductor supply chain?

China turns to rare earths in escalating Japan dispute

Largan faces challenges as memory price impacts spread

FCC drone exemptions exclude DJI, blocking new US product launches

China tightens export controls on rare earths, alarming Japan and South Korea

SAS and GlobalWafers see slight 2025 revenue dip; TSC, AWSC, ATC hit new highs

Largan Technology highlights challenges and prospects of variable aperture for 2026 flagship smartphones

Volkswagen and Qualcomm announce long-term supply deal for infotainment and connectivity chips

Commentary: China's DCS probe against Japan shows where substitution is viable

Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use

CES 2026: Foxconn's FIH bets on always-on connectivity for the age of driverless cars

Niching Industrial reports record revenue driven by advanced packaging materials in December 2025

OpenAI launches ChatGPT Health to integrate personal medical data

CES 2026: Red Hat expands collaboration with Nvidia to support Nvidia Vera Rubin platform

Everlight Chemical reports December revenue up monthly but down annually due to tariffs

Lite-on Technology sees 20% revenue growth in 2025, driven by power management systems

Wiwynn Technology reports record revenue and profits in 4Q25

Tight memory supply to push smartphone prices higher in early 2026

Carmakers circumvent Beijing's pricing ban with creative discounts

Exclusive: Lenovo targets 50% AI PC penetration by 2026, inference demand rises

CES 2026: The auto industry's next battle is intelligence, not horsepower

Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply

Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains

Taiwan's HCmed scales up high-end nebulizer CDMO business to tap global respiratory therapy market

Apple antitrust case in India heads to court over US$38 billion potential fine

Demand for smartwatches rises unexpectedly, even with early 2026 cold wave

China tests US-Japan-South Korea alliance with export controls

Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns

Tata Power to launch India's largest solar ingot and wafer facility

TSMC Arizona's land purchase signals continued expansion of US chip manufacturing footprint

Taiwan's subsea cable and drone push drives cable and wire industry to record 2025 output

How China's carmakers are pushing imported cars to the margins

Grab acquires Chinese robotics startup Infermove to boost autonomous delivery capabilities

CSP deals tighten memory supply as 1Q26 prices surge

Dell reset PC strategy: XPS revival with AI-ready, ultra-thin laptops

Samsung Foundry eyes auto chips for growth beyond data centers

TSMC accelerates global expansion despite talent shortage

China targets 2027 self-sufficiency in core AI technologies

Quanta hits record monthly, quarterly, and annual revenue on AI server boom

Commentary: OpenAI's AI devices could force a 5G SA reckoning

South Korean startup WARP Solution advances Wi-Fi-like wireless charging