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Wednesday 4 February 2026
VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
Wednesday 4 February 2026
Analysis: AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
Wednesday 4 February 2026
As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

Wednesday 4 February 2026
AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026
NXP abandons low-margin bets to chase the software-defined car
In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
Wednesday 4 February 2026
PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
Wednesday 4 February 2026
Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
Tuesday 3 February 2026
AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
Tuesday 3 February 2026
Japan's TDK leans on premium batteries while rare earth supply risks deepen
Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
Tuesday 3 February 2026
AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026
Edge IPC market enters maturity stage as robotics and medical applications gain traction
The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...
Tuesday 3 February 2026
King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Tuesday 3 February 2026
Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
Tuesday 3 February 2026
Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...