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NEWS TAGGED 2026
Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026
Samsung India business outlook brightened by AI and connected home offerings

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

Thursday 15 January 2026
Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues
At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience...
Thursday 15 January 2026
CES 2026 insights: Taiwan IC designers push beyond consumer markets
The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a...
Thursday 15 January 2026
Samsung shifts to advanced nodes, 8-inch foundry capacity reportedly cut
Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report...
Thursday 15 January 2026
South Korea's memory chip giants pivot back to capacity expansion

As the global memory market enters a prolonged upcycle, South Korea's two leading memory chipmakers, Samsung Electronics and SK Hynix,...

Thursday 15 January 2026
CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market
Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence...
Thursday 15 January 2026
ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings
ASML, the Dutch semiconductor equipment leader and exclusive supplier of EUV lithography systems, is set to release its fourth-quarter 2025 and full-year financial results on January...
Thursday 15 January 2026
Hotai Motor launches new RAV4 with strong early demand, aims to boost sales in 2026
Hotai Motor Co. officially introduced the All New RAV4 on January 13, 2026, with an initial factory allocation of 30,000 units. Pre-orders have already exceeded 10,000, prompting the...
Thursday 15 January 2026
Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research...
Thursday 15 January 2026
Intel CPU squeeze forces Asus Chromebook shift to MediaTek

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift...

Thursday 15 January 2026
Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Thursday 15 January 2026
Rising memory prices lift Taiwan supply chain earnings

The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...