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Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
Tongtai Machine & Tool shifts from equipment maker to system integrator in face of accelerated global manufacturing restructuring
Tongtai Machine & Tool has launched a transformation to shift from traditional equipment manufacturing to providing integrated process and system solutions, targeting AI server,...
Wednesday 11 February 2026
Inventory pressures ease for Taiwan's networking equipment makers
Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton...
Wednesday 11 February 2026
Pan-International January revenue drops as tariff concerns delay orders
Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...
Wednesday 11 February 2026
TCL narrows gap with Samsung as Chinese TV brands gain ground
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...
Wednesday 11 February 2026
Strong CSP investment spurs AI data center growth and boosts component shipments
Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...
Wednesday 11 February 2026
Exclusive: Taiwan weighs auto tariff cuts in talks with industry leaders
Taiwan's Ministry of Economic Affairs convened a closed-door meeting with leading domestic automakers on February 10, 2026, signaling that potential tariff changes on imported vehicles...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
Wednesday 11 February 2026
Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes
Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...
Wednesday 11 February 2026
Chinese automakers advance as US rivals retreat from EVs

As US automakers scale back their electric vehicle (EV) ambitions, Chinese manufacturers are pressing ahead, leveraging technological...

Wednesday 11 February 2026
Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
Wednesday 11 February 2026
DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
Wednesday 11 February 2026
Anthropic faces trademark lawsuit in India as it expands local operations
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter...
Wednesday 11 February 2026
Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026
AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...