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Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
Thursday 29 January 2026
AMEC triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
Chinese microcontroller (MCU) supplier AMEC has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs. The...
Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Thursday 29 January 2026
Semco and LG Innotek push into humanoid robot supply chain
As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
Thursday 29 January 2026
Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
Thursday 29 January 2026
China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
Thursday 29 January 2026
Vivo exits smart glasses race, citing three insurmountable obstacles
After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...
Wednesday 28 January 2026
SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Wednesday 28 January 2026
Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026
Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
Apple's iPhone 17 powers a strong quarter as memory costs soar
Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...