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Thursday 5 February 2026
Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

Thursday 5 February 2026
Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play
Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...
Thursday 5 February 2026
AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

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
Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers
Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
Wednesday 4 February 2026
Vanguard International Semiconductor sees strong 2026 AI server power demand
Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...
Wednesday 4 February 2026
Karnataka govt wades into Foxconn tax dispute, averting escalation
The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily...
Tuesday 3 February 2026
Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Tuesday 3 February 2026
NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Monday 2 February 2026
Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
Monday 2 February 2026
Merck appoints Benjamin Hein as head of electronics division
German industrial giant Merck KGaA announced the appointment of Benjamin Hein as a member of the executive board and CEO of its electronics business unit, effective May 1, 2026. Following...
Friday 30 January 2026
Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits
Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production...
Friday 30 January 2026
Nexcom eyes robot market growth, targets ramp-up in 2027
Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight...