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Thursday 12 February 2026
Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025

Introduction

Thursday 12 February 2026
Hyundai-controlled Boston Dynamics changes CEO as robots near market
Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades...
Thursday 12 February 2026
AI agents hit commercial inflection point, disrupting software models and cloud economics
Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's...
Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

Wednesday 11 February 2026
Taiwan display supply chain earnings kick off, new businesses move to center stage
Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition...
Wednesday 11 February 2026
TCL narrows gap with Samsung as Chinese TV brands gain ground
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...
Wednesday 11 February 2026
AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030
AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding...
Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according...

Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...
Tuesday 10 February 2026
Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...
Tuesday 10 February 2026
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...

Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the...
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...