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Monday 2 February 2026
China breaks into the global top 20 with a trio of chipmaking equipment suppliers
China's drive to localize its semiconductor supply chain is reshaping the global chipmaking equipment industry, with three domestic suppliers now ranking among the world's top 20 for...
Monday 2 February 2026
TSMC revises five-year growth plan, turning tech lead into high profits
TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
Monday 2 February 2026
Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
Monday 2 February 2026
Chinese panel cuts push LCD TV prices higher in February
The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...
Monday 2 February 2026
Weekly news roundup: Diversification, memory power, capacity politics
Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...
Monday 2 February 2026
Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Monday 2 February 2026
Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics...

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
The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom
Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant....
Saturday 31 January 2026
Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

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
Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former...