Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South Korea accelerates the development of "data factories" and practical talent programs for physical AI, Nvidia plans to deepen partnerships to support ecosystem expansion and sustain its own growth.
The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand imbalance to persist with no short-term resolution, potentially extending its impact into the second half of 2027 or even 2028.
Lite-on Technology announced on January 21 that it would publicly acquire all issued common shares of U-Media at a cash price of NT$54 (US$1.69) per share. The acquisition was approved by U-Media's review committee on February 4, with the benefits to its operation expected to emerge within one year after completion.
Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including wearables, smartphones, earphones, and tablets, showcasing its latest advancements in sports health, imaging experience, and multi-scenario smart ecosystems.
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman Tzu Hsien Tung expressed a more optimistic view, highlighting the dominance of smartphones over the past 16 years and the potential for future growth driven by emerging markets.
Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price hikes due to higher metal costs, most Taiwanese manufacturers remain cautious as end consumer demand stays weak.
Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management highlighting sustained demand across Wi-Fi, automotive connectivity, and data center infrastructure.
EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.
At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing risk, and visibility into upcoming handset cycles, emphasizing defensiveness over aggressive growth assumptions.
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 its fiscal first-quarter earnings call, the company highlighted expanding momentum across multiple AI-driven platforms, underpinned by its focus on power-efficient computing, edge intelligence and specialized architectures.
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