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Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...
Monday 9 February 2026
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Monday 9 February 2026
GSEO and Kinko post record January revenues in optical industry
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year,...
Monday 9 February 2026
India, Malaysia forge strategic pact on chips, energy and digital payments
India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation...
Monday 9 February 2026
India-US trade deal offers tariff cuts, capital goods access to reshape supply chains
New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that...
Monday 9 February 2026
US and India agree framework for interim trade deal to advance bilateral pact talks
The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral...
Monday 9 February 2026
Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as...
Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...
Sunday 8 February 2026
As AI goes physical, the robotics supply chain reshuffles
As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and...
Saturday 7 February 2026
Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
Saturday 7 February 2026
RISC-V CEO highlights open architecture's edge-to-cloud potential
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions...