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Friday 6 February 2026
South Korea aims to lead global quantum chip manufacturing by 2035
Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government...
Friday 6 February 2026
OpenAI faces internal resource imbalance as researchers depart
OpenAI has heavily focused its resources on ChatGPT and large language models (LLMs), sidelining other long-term research areas, prompting several senior researchers to leave the c...
Friday 6 February 2026
OpenAI facing growing pressure as rivals level up, profitability remains elusive
OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's...
Friday 6 February 2026
Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

Friday 6 February 2026
Wistron posts strongest January on AI server growth
Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
Friday 6 February 2026
Foxconn sees 35% revenue increase in January on AI server demand
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Friday 6 February 2026
Google's efficiency breakthrough shows search thriving, not dying, from AI
Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
Friday 6 February 2026
Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
Friday 6 February 2026
Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
Friday 6 February 2026
Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year
Lite-on Technology announced on January 21 that it would publicly acquire all issued common shares of U-Media at a cash price of NT$54 (US$1.69) per share. The acquisition was approved...
Friday 6 February 2026
Huawei unveils new wearables, phones, and tablets ahead of MWC
Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...
Friday 6 February 2026
MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
Thursday 5 February 2026
Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...