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Tuesday 10 February 2026
Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise
Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus...
Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Amkor pivots toward AI and HPC with ambition to expand advanced packaging
Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
Tuesday 10 February 2026
Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the...
Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...
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
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
Tuesday 10 February 2026
Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment
On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Monday 9 February 2026
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
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
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
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...