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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    2h 12min ago
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    2h 12min ago
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    2h 12min ago
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    2h 12min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    2h 12min ago
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    2h 12min ago
    NEWS TAGGED MARKET
    Thursday 5 February 2026
    Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
    Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
    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
    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...
    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
    Taiwan's color e-reader boom reshapes digital reading and local supply chains
    Taiwan's digital reading market is entering a new expansion cycle, fueled by color e-paper adoption, a strengthening local hardware supply chain, and platforms pushing dedicated devices...
    Thursday 5 February 2026
    Networking equipment makers seek new businesses as they unlikely to avoid margin pressure
    The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...
    Thursday 5 February 2026
    Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market
    The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution...
    Wednesday 4 February 2026
    AMD sees PC growth in 2026 despite market contraction
    Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...
    Wednesday 4 February 2026
    Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
    Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
    Wednesday 4 February 2026
    Vanguard International Semiconductor sees strong 2026 AI server power demand
    Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...
    Wednesday 4 February 2026
    Intel CEO unveils plans to enter GPU market dominated by Nvidia
    Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
    Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
    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...

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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
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook