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Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
Wednesday 4 February 2026
Analysis: AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
Wednesday 4 February 2026
China's tech giants transform Lunar New Year into AI showdown
This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope...
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...

Wednesday 4 February 2026
Supermicro’s AI boom comes with a risk: one customer, 63% of revenue
Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...
Wednesday 4 February 2026
NXP abandons low-margin bets to chase the software-defined car
In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
Wednesday 4 February 2026
AMD delivered the numbers—just not the surprise the AI market wanted
Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
Wednesday 4 February 2026
Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
Tuesday 3 February 2026
AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
Tuesday 3 February 2026
Univacco Technology to launch Vietnam factory, targets global market competitiveness
Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
Tuesday 3 February 2026
iPhone gains in China squeeze MediaTek, Qualcomm revenues
Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
Tuesday 3 February 2026
Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders
Ample Electronic Technology, a major upstream manufacturer of conductive pastes for passive components, said that the sharp decline in silver has revived downstream customers' ordering...
Tuesday 3 February 2026
King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...