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Wednesday 11 February 2026
DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
Wednesday 11 February 2026
AI demand pushes Taiwan's Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...

Wednesday 11 February 2026
Taiwan exports exceed NT$2 trillion in January, memory shortage escalates
Taiwan's Ministry of Finance (MOF) announced on February 9, 2026, that Taiwan's exports in January 2026 hit a record high, surpassing NT$2 trillion (US$63.4 billion) for the first...
Tuesday 10 February 2026
AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
Tuesday 10 February 2026
Vanguard sees modest recovery as capacity use rises in early 2026

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

Tuesday 10 February 2026
TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

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
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...
Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...
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
Amkor pivots toward AI and HPC with ambition to expand advanced packaging
Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
Tuesday 10 February 2026
Zhen Ding Tech sees record January revenue driven by high-end AI applications
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
Tuesday 10 February 2026
Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
Tuesday 10 February 2026
Yageo sees record January revenue driven by AI demand, pre-holiday stocking
Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related...