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    The China's robot firms behind the spring festival gala humanoid showcase
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    Memory shortage challenges smartphone makers to boost brand loyalty amid rising costs
    1h 34min ago
    Google DeepMind's Gemini 3.1 Pro sets new AI benchmarks amid DeepSeek's quiet phase
    1h 34min ago
    Nvidia reportedly to tier HBM4 supply with Samsung securing high-end GPU orders
    1h 34min ago
    Who won China's 2026 Lunar New Year AI model battle royale
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    South Korean battery leaders ramp up LFP production for North American ESS market
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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 5 February 2026
    MediaTek charts data center ASIC expansion even as smartphone sales slow
    MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
    Thursday 5 February 2026
    Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

    Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

    Thursday 5 February 2026
    Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
    Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...
    Thursday 5 February 2026
    Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
    Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
    Thursday 5 February 2026
    Infineon pivots capacity to AI power as automotive recovery drags
    Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...
    Thursday 5 February 2026
    Renesas reportedly to sell timing unit to SiTime in US$3 billion deal
    According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...
    Thursday 5 February 2026
    MediaTek beats revenue forecast as 2025 sales near US$20b record
    MediaTek posted fourth-quarter 2025 revenue of NT$150.2 billion (US$4.75 billion), marking a 5.7% quarter-on-quarter increase and an 8.8% rise from a year earlier. Gross margin slipped...
    Thursday 5 February 2026
    Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

    Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

    Thursday 5 February 2026
    Networking equipment makers seek new businesses as they unlikely to avoid margin pressure
    The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...
    Thursday 5 February 2026
    Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market
    The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution...
    Thursday 5 February 2026
    Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As
    Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...
    Wednesday 4 February 2026
    TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
    Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...
    Wednesday 4 February 2026
    Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
    SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
    Wednesday 4 February 2026
    Samsung, SK Hynix move into HBM4 as yields and policy risks loom
    Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook