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Thursday 12 February 2026
AI agents hit commercial inflection point, disrupting software models and cloud economics
Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's programming tool Claude Code signal a shift from experimental deployments to broad enterprise engagement.
Thursday 12 February 2026
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic move may prove to be a financial yoke on SpaceX, especially since, from a technical standpoint, it makes more sense to merge xAI with Tesla than with SpaceX.
Thursday 12 February 2026
Trust over tech: Boston Dynamics sets humanoid robot safety blueprint
As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel, international efforts are accelerating to establish safety standards that could help speed the arrival of the physical AI era.
Wednesday 11 February 2026
Nvidia finalizes deal for first overseas HQ in Taipei; groundbreaking set for June 2026

Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan's evolution into a global AI powerhouse.

Wednesday 11 February 2026
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion (approx. US$207.5 million) in 2025, up 59.93% year-over-year, with profits expected to hit new highs as well. However, January 2026 revenue unexpectedly plunged 47.7% from December's peak to NT$527 million, though it still rose 42% year-over-year. GPTC attributed the drop to delayed customer shipments affecting revenue recognition, but maintained that full-year momentum remains stable and upward.
Wednesday 11 February 2026
ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters reported, citing two people familiar with the matter, as the TikTok parent seeks to secure a supply of advanced processors.

Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence inference workloads in data centers.
Wednesday 11 February 2026
India broadens deep tech definition and extends startup eligibility to spur frontier innovation
India has overhauled its startup policy framework to broaden the definition of deep tech and extend eligibility for government support to 20 years, a move aimed at better aligning regulation and funding with the long development cycles of science- and engineering-led companies, according to TechCrunch, Bloomberg, and ThePrint.
Wednesday 11 February 2026
Pan-International January revenue drops as tariff concerns delay orders
Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed orders amid concerns over reciprocal tariffs.
Wednesday 11 February 2026
Taiwan to embrace advanced nuclear energy tech to secure energy and computing edge
Taiwan's Executive Yuan announced on February 10, 2026, that the government will fully embrace advanced new nuclear technologies worldwide, including small modular reactors (SMRs). This marks a significant shift in its longstanding non-nuclear policy amid rising challenges from climate change, energy security, and surging AI-driven electricity demand.
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal an investment surge driven by the rapid expansion of generative artificial intelligence. Combined capital expenditures by the group are now estimated to reach between US$600 billion and US$630 billion. This far exceeds market expectations and rivals the annual gross domestic product of many mid-sized nations.
Wednesday 11 February 2026
Alibaba builds Google-class AI stack with 'golden triangle' chip, cloud and model integration
Alibaba has completed the final piece of its AI strategy. T-Head Semiconductor has launched the Zhenwu 810E AI chip, developed in-house by Alibaba across hardware and software. The company's AI structure is now fully visible, built around Tongyi Lab, Alibaba Cloud, and T-Head Semiconductor operating as an integrated trio.
Wednesday 11 February 2026
Anthropic faces trademark lawsuit in India as it expands local operations
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter fast-growing local markets, according to Hindu Business Line and TechCrunch.
Wednesday 11 February 2026
AI demand pushes Taiwan's Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand from artificial intelligence-driven advanced chip production. The company said January revenue reached NT$6 billion (approx. US$190 million), an 8.25% increase from the same month a year earlier. The figure marks the highest January performance in the company's history and ranks as the third-highest monthly revenue on record.

Wednesday 11 February 2026
Amazon and STMicroelectronics expand collaboration on data center chips

Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing specialized chips for data center infrastructure, as cloud computing giants race to improve performance and energy efficiency amid surging demand.

Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products. The company is recalibrating its strategy, with India and China positioned as key pillars in its recovery roadmap.
Tuesday 10 February 2026
Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail
Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.
Tuesday 10 February 2026
Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics, as one of the world's largest memory suppliers, holds an advantage this year in securing mobile memory supply and controlling costs compared to competitors.
Tuesday 10 February 2026
Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply markets. The company expects shipments of its hot-swap products to surge in 2026, with AI-related products accounting for up to 15% of sales this year. Currently, Panjit has secured design wins with two major cloud service providers (CSPs), and is seeking to win orders from additional customers while laying out plans for next-generation hot-swap technology.
Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of NAND flash storage and edge artificial intelligence (AI) technologies.
Tuesday 10 February 2026
Anthropic's rumored data center push signals a new phase in the AI infrastructure race
Anthropic's quiet move to secure massive computing capacity marks a strategic escalation that could reshape competition among leading AI labs, intensifying pressure on rivals such as OpenAI and raising the stakes in the global race to control AI infrastructure.
Tuesday 10 February 2026
Zhen Ding Tech sees record January revenue driven by high-end AI applications
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled server, optical communication, and IC substrate sales to grow over 60% year-over-year. This surge set new monthly records and pushed January revenue to an all-time high.
Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources cited by Yonhap News Agency and The Hankyung. The informal dinner in Santa Clara took place at the restaurant "99 Chicken" and followed a similar high-profile gathering Huang held in Seoul in October 2025 with Samsung Electronics chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun.
Tuesday 10 February 2026
Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data centers, and cutting-edge chips.
Tuesday 10 February 2026
Yageo sees record January revenue driven by AI demand, pre-holiday stocking
Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related to artificial intelligence (AI). The growth was also supported by the return to a normal number of working days and increased inventory buildup by customers in Greater China ahead of the Lunar New Year holiday.