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Tuesday 24 February 2026
Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026
Acer targets 4 non-core sectors to boost resilience in 50th year
Acer is marking its 50th anniversary in 2026 by redefining its core and non-core businesses, aiming to strengthen group resilience through expansion into four promising non-core sectors:...
Tuesday 24 February 2026
Generative AI forces rethink of SaaS pricing and product design, Appier says
Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier...
Tuesday 24 February 2026
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
Tuesday 24 February 2026
Infineon bets on humanoid robots, targets AI data center-level growth
In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...
Tuesday 24 February 2026
SpaceX trims Starlink pricing and drops satellites lower ahead of Kuiper challenge
Since launching in 2020, SpaceX's Starlink satellite internet service has grown into the company's largest revenue driver, surpassing its rocket launch business and becoming central...
Tuesday 24 February 2026
Taiwan's CMAT to debut as AI chip testing boom lifts margins
Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
Tuesday 24 February 2026
Memory chip shortage will last until mid-2026, says Acer CEO
Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
Monday 23 February 2026
SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026
Nokia patent suit triggers Germany sales ban on Acer and Asus PCs
Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...
Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
Monday 23 February 2026
Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor...
Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...