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NEWS TAGGED 2026
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
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...

Tuesday 3 February 2026
King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
Tuesday 3 February 2026
Generative AI drives transformation at Asia Pacific Game Summit 2026
The Asia Pacific Game Summit (APGS) 2026, held alongside the Taipei Game Show, highlighted a significant shift in the gaming industry fueled by generative AI. Industry leaders noted...
Tuesday 3 February 2026
Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...
Tuesday 3 February 2026
D-Wave pursues dual-track quantum strategy to face challenges from IBM, Google
D-Wave has begun 2026 with a series of strategic initiatives to further solidify its position in the race to commercialize quantum computing. The company, which has long focused on...
Tuesday 3 February 2026
Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders
Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house...
Tuesday 3 February 2026
Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
Monday 2 February 2026
Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
Monday 2 February 2026
Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
Monday 2 February 2026
Kinsus approves US$744M ABF expansion on clear three-year demand outlook
Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
Monday 2 February 2026
Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo
After years of disruption, Taiwan's offshore wind sector is approaching a decisive inflection point in 2026. Development momentum was previously slowed by labor shortages during the...
Monday 2 February 2026
China's auto industry hits record low 4.1% profit margin in 2025
China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to...
Monday 2 February 2026
Apple ramps up supplier price cuts to protect margins as costs rise
Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
Monday 2 February 2026
AR glasses flop amid continued pressure to cut costs
AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its...