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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    9h 43min ago
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    9h 43min ago
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    9h 43min ago
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    9h 43min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    9h 43min ago
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    9h 43min ago
    NEWS TAGGED 2025
    Wednesday 4 February 2026
    Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
    Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
    Wednesday 4 February 2026
    NXP abandons low-margin bets to chase the software-defined car
    In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
    Wednesday 4 February 2026
    AMD delivered the numbers—just not the surprise the AI market wanted
    Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...
    Wednesday 4 February 2026
    Alibaba's Quark glasses escalate China's push against Meta and Samsung
    Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step...
    Wednesday 4 February 2026
    Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
    Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
    Wednesday 4 February 2026
    China leads the humanoid robot supply chain, with 2026 sales forecast to jump
    Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
    Wednesday 4 February 2026
    Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
    Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
    Tuesday 3 February 2026
    ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships
    Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...
    Tuesday 3 February 2026
    Japan's TDK leans on premium batteries while rare earth supply risks deepen
    Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
    Tuesday 3 February 2026
    Univacco Technology to launch Vietnam factory, targets global market competitiveness
    Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
    Tuesday 3 February 2026
    AI redraws data center power architecture as rack-level energy systems go mainstream

    Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

    Tuesday 3 February 2026
    Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders
    Ample Electronic Technology, a major upstream manufacturer of conductive pastes for passive components, said that the sharp decline in silver has revived downstream customers' ordering...
    Tuesday 3 February 2026
    India's smartphone market posts mixed growth in 2025, premium segment drives value gains
    India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

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    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook