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NEWS TAGGED 2026
Friday 2 January 2026
Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026
Global auto market faces turning point in 2026 as competition in China intensifies
The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected...
Friday 2 January 2026
Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Friday 2 January 2026
Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand
Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid...
Friday 2 January 2026
Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
Friday 2 January 2026
Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty
Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx...
Friday 2 January 2026
Taiwan's AI and robotics agenda stalls as legislative deadlock over 2026 budget continues
Taiwan's drive to scale artificial intelligence and robotics faces a critical setback as political deadlock in the Legislative Yuan blocks passage of the 2026 central government budget,...
Friday 2 January 2026
Samsung aims for 2026 HBM4 mass production after customer validation
Samsung Electronics plans to begin mass production of its sixth-generation high-bandwidth memory chips in 2026, citing positive feedback from customers as the South Korean tech giant...
Friday 2 January 2026
South Korea's semiconductor bill risks weakening competitiveness as rivals roll out cash subsidies
South Korea's ruling and opposition parties have reached a preliminary consensus on the Semiconductor Special Act, though its passage may be delayed until 2026, and the law faces...
Friday 2 January 2026
Budget delays risk sidelining Taiwan in 2026 silicon photonics and CPO takeoff, NSTC warns
Taiwan's National Science and Technology Council (NSTC) has raised concerns that prolonged delays in budget approvals could cause Taiwan to miss the critical 2026 global takeoff for...
Friday 2 January 2026
China demand pushes Nvidia to seek more H200 capacity from TSMC
Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...
Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Friday 2 January 2026
Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts
As artificial intelligence (AI) moves beyond its infrastructure build-out phase, the industrial PC (IPC) sector anticipates 2026 as a key year for scaling AI from centralized cloud...
Friday 2 January 2026
CES 2026 to spotlight AI as central theme with hardware and everyday life integration
The upcoming CES 2026 is set to elevate artificial intelligence (AI) from a prominent topic to the exclusive central theme, reflecting the technology's maturation toward everyday...
Friday 2 January 2026
CES 2026 set to highlight AI innovations with major tech companies unveiling new products
The Consumer Technology Association (CTA) has announced that artificial intelligence (AI) will be the central theme of CES 2026, under the banner "AI Forward." The event will emphasize...