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    NEWS TAGGED 2026
    Sunday 1 February 2026
    China controls 80% of global AI glasses production
    China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
    Sunday 1 February 2026
    LMOC ramps silicon photonics output with new MOCVD expansion plan
    LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...
    Sunday 1 February 2026
    Transsion profits halved in 2025 because of memory price increases
    The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Sunday 1 February 2026
    Concrete ESG standards needed as Phase 3-3 offshore wind development launches
    The Fengmiao Offshore Wind Farm, led by the fifth flagship fund of Copenhagen Infrastructure Partners (CIP), will officially enter its first year of offshore construction in 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...
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    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook