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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

South Korea's NUCODE eyes partnership with Realtek to lead IoT market

South Korean IoT startup NUCODE is leveraging ultra-low-power communication technology to streamline hardware development and bridge the gap between prototyping and mass production. The company, which has already drawn interest from industry leaders Nordic Semiconductor and Infineon Technologies, is now pivoting toward Taiwan's semiconductor ecosystem with a strategic focus on Realtek as its primary partner.

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

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

Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments

Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal decline and overall 2026 shipments to face challenges due to memory shortages and price hikes.

Tuesday 10 February 2026

Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion

Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation.

Monday 9 February 2026

Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact.

Monday 9 February 2026

GSEO and Kinko post record January revenues in optical industry

Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year, marking a new high for the period.

Monday 9 February 2026

India, Malaysia forge strategic pact on chips, energy and digital payments

India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation across semiconductors, clean energy, digital finance, and security that carries implications for supply chains, the Indo-Pacific balance, and South–South economic integration.

Monday 9 February 2026

India-US trade deal offers tariff cuts, capital goods access to reshape supply chains

New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that this move aims to enhance competitiveness and improve supply chain resilience. This agreement follows discussions between Prime Minister Narendra Modi and US President Donald Trump, focusing on reducing trade barriers between the two nations.

Monday 9 February 2026

US and India agree framework for interim trade deal to advance bilateral pact talks

The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral trade agreement launched earlier this year by President Donald Trump and Prime Minister Narendra Modi.

Monday 9 February 2026

Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature

Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential ahead and across a broader range of applications. He emphasized that AI server manufacturing is becoming increasingly complex, with much faster iteration cycles, a trend that works in favor of Taiwan's ODM industry. As products grow more complex, ODMs will not revert to low-margin models of the past.

Monday 9 February 2026

Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears

Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister of Economic Affairs Ming-hsin Kung said on February 5 that despite a high base effect from the previous year, Taiwan is expected to maintain resilience and flexibility into 2026.

Monday 9 February 2026

Silicon Motion expands enterprise storage amid NAND supply shift

NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion an opportunity to grow its market share in NAND controllers.

Monday 9 February 2026

India roundup: India's annual budget to boost AI and chip ecosystem

India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as India diversifies trade partners.

Monday 9 February 2026

CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain

Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering a powerful start to 2026. From advanced cooling solutions and ASIC thermal modules to satellite communications components and semiconductor testing services, companies such as Microloops, Universal Microwave Technology (UMT), and MSScorps are seeing demand surge, translating into record revenues and strengthening growth visibility for the year ahead.

Sunday 8 February 2026

As AI goes physical, the robotics supply chain reshuffles

As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and action. This shift toward Physical AI, supported by Nvidia CEO Jensen Huang's repeated public endorsements, is reviving global interest in robotics, an industry historically centered on industrial automation. Supply chain players are accelerating strategic efforts to capitalize on this renewed momentum amid an ongoing industry restructuring.

Saturday 7 February 2026

Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry

Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations of Nvidia and also trails Google TPU advancements.

Saturday 7 February 2026

RISC-V CEO highlights open architecture's edge-to-cloud potential

The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration.

Saturday 7 February 2026

Nvidia CEO sees digital twins driving robot surge in next decade

Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying humanoid robots effectively in factories lies in the deep integration of AI with digital twin technology.

Friday 6 February 2026

India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment

India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic growth. The measures aim to strengthen supply chains, reduce import dependence, and institutionalize compliance frameworks for both domestic and foreign investors.

Friday 6 February 2026

Japanese firms in Vietnam see Chinese counterparts as expansion competitors

A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China as their main competitive threat.

Friday 6 February 2026

Pegatron partners with Sysgration to expand BBU for US-made AI servers

Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.

Friday 6 February 2026

South Korea aims to lead global quantum chip manufacturing by 2035

Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government recently unveiled its first quantum cluster basic plan. The aim is to build a robust quantum ecosystem and catch up with the currently leading countries.

Friday 6 February 2026

Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory chips intensifies, underscoring how the artificial intelligence (AI) boom is reshaping priorities across the semiconductor industry.

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