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NEWS TAGGED 2026
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
Monday 23 February 2026
Meta goes after Apple with AI-first smartwatch revival
Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including...
Monday 23 February 2026
India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit
India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing...
Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Saturday 21 February 2026
AI server tracker: Rack infrastructure joins the AI buildout
January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
Friday 20 February 2026
Tech giants double down on physical AI in the GenAI age
As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment...
Friday 20 February 2026
AI server tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
Thursday 19 February 2026
Global AI leaders stress equitable adoption and ethical safeguards at India summit
At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities...
Thursday 19 February 2026
DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
Thursday 19 February 2026
AI server tracker: PCB and CCL lead, ASIC and testing diverge
Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
Wednesday 18 February 2026
Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

Wednesday 18 February 2026
Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes
Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...
Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Tuesday 17 February 2026
India seeks to position itself as a global AI hub
India has launched the India AI Impact Summit 2026 in New Delhi, marking the first time the global AI event is hosted in the Global South. The five-day gathering, running from February...