Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race

Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply markets. The company expects shipments of its hot-swap products to surge in 2026, with AI-related products accounting for up to 15% of sales this year. Currently, Panjit has secured design wins with two major cloud service providers (CSPs), and is seeking to win orders from additional customers while laying out plans for next-generation hot-swap technology

China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its advanced packaging push, which is shifting from a supporting function toward a core manufacturing strategy

Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia. This ascent is the result of a long-term strategy to internationalize its education system and labor force

Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI servers will continue to grow faster, but expanding AI inference workloads are increasingly translating into stronger demand for conventional server systems

The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration

TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm wafer fab, while Japan-backed Rapidus advances toward 2nm development

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world

Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening of Taiwan's market to American-made cars

China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry is moving from dozens of competing models toward consolidation dominated by three major players

Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond traditional launch services. According to DIGITIMES Research, TeraWave's core objective is not to compete in consumer broadband but to establish a space-based optical backhaul network, using satellites to handle high-capacity data transmission across regions and continents

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy

ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up 15.6% from the previous year, while net profit rose 26.9% to EUR9.61 billion—gross margin held at 52.8%