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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    10h 33min ago
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    10h 33min ago
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    10h 33min ago
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    10h 33min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    10h 33min ago
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    10h 33min ago
    NEWS TAGGED REVENUE
    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
    Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
    Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
    Thursday 5 February 2026
    SiTime to buy Renesas timing unit for US$3 billion
    SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
    Thursday 5 February 2026
    Adata sees January revenue nearly triple, as memory prices hold in 2026
    The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
    Thursday 5 February 2026
    Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
    Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...
    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
    Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

    At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

    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
    Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

    Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

    Thursday 5 February 2026
    Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
    Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...
    Thursday 5 February 2026
    Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
    Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
    Thursday 5 February 2026
    Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market
    Jiin Ming Industry is transitioning from conventional metal stamping into drones and engineering, procurement, and construction (EPC) services for energy storage projects, with an...
    Thursday 5 February 2026
    MediaTek beats revenue forecast as 2025 sales near US$20b record
    MediaTek posted fourth-quarter 2025 revenue of NT$150.2 billion (US$4.75 billion), marking a 5.7% quarter-on-quarter increase and an 8.8% rise from a year earlier. Gross margin slipped...
    Thursday 5 February 2026
    Repon eyes strong 2026 growth on rising server demand
    Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
    Thursday 5 February 2026
    CHT eyes strong 2026 growth, with US subsidiary securing AI server project
    Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08...
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    iTCAjBest AI Awards 2026
    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
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook