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Monday 2 February 2026
Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase
Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...
Monday 2 February 2026
SMIC reportedly sets up advanced packaging research institute in Shanghai
As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...
Monday 2 February 2026
AR glasses flop amid continued pressure to cut costs
AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its...
Monday 2 February 2026
Kioxia targets data center NAND as rivals chase HBM
Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
Monday 2 February 2026
Taiwan PCB makers vie for AI server market with new 2026 capacity
As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...
Monday 2 February 2026
ByteDance races to capture closing AI window as Doubao scales up
ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...
Monday 2 February 2026
TSMC revises five-year growth plan, turning tech lead into high profits
TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
Monday 2 February 2026
Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Monday 2 February 2026
Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand
Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.
Saturday 31 January 2026
Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Saturday 31 January 2026
Intel signals return to memory with new DRAM bonding research
In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to...
Saturday 31 January 2026
LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

Saturday 31 January 2026
Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems
Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...