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Feb 5, 11:42

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

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud ASIC market to reach US$70 billion by 2028. The company aims for a 10–15% market share and expects ASIC revenue to constitute around 20% of total sales by 2025.

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

Feb 5, 16:10

Amazon explores deeper OpenAI ties as AI competition intensifies

Feb 5, 12:16

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

Feb 5, 10:35

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

Feb 5, 09:17

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

Feb 5, 16:10

Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price hikes due to higher metal costs, most Taiwanese manufacturers remain cautious as end consumer demand stays weak.

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

Feb 5, 11:20

Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management highlighting sustained demand across Wi-Fi, automotive connectivity, and data center infrastructure.

EMS WATCHFlex tops fiscal 3Q26 guidance, lifts full-year outlook

Feb 5, 11:00

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.

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

Feb 5, 10:55

At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing risk, and visibility into upcoming handset cycles, emphasizing defensiveness over aggressive growth assumptions.

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

Feb 5, 09:49

Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During its fiscal first-quarter earnings call, the company highlighted expanding momentum across multiple AI-driven platforms, underpinned by its focus on power-efficient computing, edge intelligence and specialized architectures.

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

Feb 5, 07:57

Shin Bao Hong Technology (transliteration), a joint venture backed by three Taiwanese firms: Advanced Echem Materials (AEMC), Nan Pao Resins Chemical Group, and Trusval Technology, applied to establish a branch at the Tainan campus of the Southern Taiwan Science Park, where it plans to build an advanced research and development center focused on adhesive materials used in semiconductor manufacturing processes.

AISam Altman calls Moltbook a 'fad' after security breach

Feb 5, 07:56

A viral social network designed for artificial intelligence agents has sparked debate across the technology sector, drawing mixed reactions from industry leaders and raising questions after a security flaw exposed private data, according to Reuters and CNBC.

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

Feb 5, 07:56

Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years.

SERVER, IPC, CLOUD COMPUTING, IOTRepon eyes strong 2026 growth on rising server demand

Feb 5, 07:55

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders from its US-based cloud service provider (CSP) customers for both general-purpose and AI servers. The company expects this momentum to sustain throughout 2026, signaling a positive outlook for the full year, according to company general manager Sam Wu.

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

Feb 5, 07:54

Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale.

AIDassault Systemes expands AI virtual assistant lineup with industry world models

Feb 5, 07:54

Dassault Systemes unveiled a major expansion of its AI virtual assistant portfolio during 3DEXPERIENCE World 2026 held February 3-5, 2026, in Houston, emphasizing its new technology blueprint centered on 3D UNIV+RSES and marking a shift toward a generative economy in industrial design.

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