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NEWS TAGGED 2026
Saturday 31 January 2026
"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026
Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Saturday 31 January 2026
Intel signals return to memory with new DRAM bonding research
In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...
Saturday 31 January 2026
LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Friday 30 January 2026
KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

Friday 30 January 2026
ASML gains from rising EUV demand and US chip spending
After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...
Friday 30 January 2026
SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV
SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing...
Friday 30 January 2026
Taiwan pledges full US cooperation to build new non-China supply chain
On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
Friday 30 January 2026
Hyundai and Kia hit hardest by Korea-US tariffs
Hyundai Motor Group's vehicle brands Hyundai and Kia saw their combined revenue exceed KRW300 trillion (US$208.6 billion) for the first time in 2025, breaking a record high. Even so,...
Friday 30 January 2026
DRAM price surge ripples downstream as CWE plans EMC hike
The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...
Friday 30 January 2026
Smart glasses market transitions from Meta dominance to three-way showdown in 2026
Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...
Friday 30 January 2026
Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...
Friday 30 January 2026
Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market
Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...
Friday 30 January 2026
Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system...

Friday 30 January 2026
AI integration drives cautious optimism in global collaborative robot market
The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according...