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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

Feb

8

2026

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