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    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Friday 6 February 2026
    AMD flags 2H26 turning point as MI450 shipments stay on track

    AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa...

    Friday 6 February 2026
    India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
    India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
    Friday 6 February 2026
    ASE expects advanced packaging and testing revenue to double in 2026
    OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
    Friday 6 February 2026
    CSPs turn to custom silicon to break Nvidia dependence
    The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
    Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
    Friday 6 February 2026
    Cerebras raises US$1 billion, valuation nearly triples in 6 months
    AI chip startup Cerebras Systems has secured a US$1 billion funding round, boosting its valuation to US$23 billion. According to Reuters and Bloomberg, the latest...
    Thursday 5 February 2026
    Arm pushes compute subsystems as chip design complexity grows
    Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company's latest earnings call, as rising chip design complexity reshapes customer requirements...
    Thursday 5 February 2026
    Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

    Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

    Thursday 5 February 2026
    Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

    Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

    Thursday 5 February 2026
    Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play
    Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...
    Thursday 5 February 2026
    MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
    At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
    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...
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    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook