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    Alphabet pledges record $185 billion capital spend as AI fuels cloud boom
    2min ago
    Analysis: What are the implicarions of Amazon and Bosch's China layoff
    Feb 4, 18:35
    Semiconductor packaging price hikes amid weak end demand and low-cost MCU adjustments
    Feb 4, 18:35
    Nvidia urged Samsung for immediate HBM4 supply as memory shortage worsen
    Feb 4, 18:35
    Innoscience strengthens role in Google AI supply chain with 8-inch GaN production
    Feb 4, 18:35
    Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
    Feb 4, 18:35
    Nvidia supports South Korea's physical AI development with GPU supply and ecosystem collab
    Feb 4, 18:35
    NEWS TAGGED IC MANUFACTURING
    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
    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
    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
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    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
    Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

    Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

    Wednesday 4 February 2026
    Taiwan's paper-counting academic culture is being challenged—here's why
    Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology...
    Tuesday 3 February 2026
    Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

    China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

    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
    C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment
    Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...
    Tuesday 3 February 2026
    NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
    NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
    Tuesday 3 February 2026
    OpenAI's inference push puts all eyes on Nvidia's AI chip strategy
    OpenAI has been exploring alternatives to some of Nvidia's latest artificial intelligence chips, particularly for AI inference workloads. This exemplifies the intensifying competition...
    Tuesday 3 February 2026
    Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
    Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
    Tuesday 3 February 2026
    Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
    Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...
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    aiexpo2026
    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
    The Future of Online Gaming Entertainment
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook