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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...
Thursday 5 February 2026
Networking equipment makers seek new businesses as they unlikely to avoid margin pressure
The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...
Wednesday 4 February 2026
AMD sees PC growth in 2026 despite market contraction
Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...
Wednesday 4 February 2026
TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...
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...