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Commentary: China's EDA reckoning: geopolitics hits chip design tools

Tomorrow's Headlines

US EV strategic retreat sparks crisis as Chinese competion expands globally

Tomorrow's Headlines

South Korean IC design faces up to one-year packaging delays amid AI chip material shortages

Tomorrow's Headlines

Chinese TV brands surpass South Korean rivals with TCL nearing Samsung's market share

Tomorrow's Headlines

GPTC management shakeup raises concerns over TSMC, ASE, Micron orders

Tomorrow's Headlines

Feb

10

2026

TSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle

AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties

Renesas turns to China and India for recovery after first net loss in six years

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth

Vanguard sees modest recovery as capacity use rises in early 2026

Analysis: Japan's supermajority reshapes Asia's semiconductor competition

US plans chip tariff breaks for tech giants tied to TSMC's US expansion

Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail

TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Europe deploys NanoIC pilot line to accelerate sub-2nm AI chip development

Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds

Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain

Exclusive: only cash strength can save China's TOPCon solar sector from endgame

Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026

Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech

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

India launches PRITVI-ACE pre-silicon validation facility to boost domestic chip design ecosystem

Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve

Amkor pivots toward AI and HPC with ambition to expand advanced packaging

Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

Phison CEO meets India's Modi to boost NAND, edge AI strategies

Anthropic's rumored data center push signals a new phase in the AI infrastructure race

Asus' AI server push bolsters revenue despite memory shortages

Zhen Ding Tech sees record January revenue driven by high-end AI applications

Behind Nvidia’s fried-chicken diplomacy

Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance

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

Commentary: From retreat to return, SMIC's long road back to advanced packaging

Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC

Analysis: How Singapore turns talent, R&D into an optics edge

Yageo sees record January revenue driven by AI demand, pre-holiday stocking

Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs

Taiwan server ODMs set for record first quarter, driven by AI server demand

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

Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery

Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

India does the heavy lifting: RISC-V moves into cars and factories

Japanese election landslide puts Korean spotlight on chips, Rapidus and TSMC

SK's US$10bn AI venture takes chairman to Nvidia's door

MediaTek and Airbus join forces on 5G and 6G satellite Networks

Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

Feb

9

2026

Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture

ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next

Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment

Samsung boosts HBM4 DRAM investment to secure market leadership

Weekly news roundup: chips, software, geopolitics reshape tech

Takaichi's election victory clears path for Japan's chip sovereignty, military buildup

Wistron navigates supply chain challenges while targeting broad growth

OpenClaw and Cowork spark desktop AI agent race in China

North American clients drive 2026 growth as CHPT targets quarterly gains

MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power

LG CNS partners with FuriosaAI, bringing South Korea's NPU to enterprise AI services

GSEO and Kinko post record January revenues in optical industry

PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle

EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales

Taiwan's Mighty Hornet IV drone completes US integration test, aims for full local production

Qualcomm's 2nm tape-out marks India's arrival in cutting-edge chip design

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

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

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

India's semiconductor push shifts focus under ISM 2.0 from fabs to design, equipment and IP

AI spending spree threatens big tech cash flows

Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

TSMC supports Japan's advanced packaging plant construction

Winbond, Macronix post strong January sales as memory demand heats up

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

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

South Korea bets on AI and electric powertrains to shape cars of future

Silicon Motion expands enterprise storage amid NAND supply shift

US tariffs force German carmakers to choose between localization and brand power

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

Samsung, SK Hynix shift to shorter memory contracts as prices surge

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

Musk predicts space computing shift in 36 months as terrestrial power limits bite

Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains

512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

China tightens regulations on EV battery recycling with digital ID system

Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026

MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount

China pulls the plug on EV door-handle futurism

Exclusive: Color e-paper fuels an e-reader boom across Asia, E Ink says

India reportedly explores linking UPI with China-linked Alipay+ to expand cross-border digital payments

India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips

Feb

8

2026

AI startups capture majority of global venture capital in 2025, Best Brokers analysis shows

Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

As AI goes physical, the robotics supply chain reshuffles

AMD's investment in photonics and modular architecture signals shift in AI infrastructure development

Record Japan blizzard threatens AI chip supply chains

Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world

GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands

Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook

Next-gen Ku/Ka metasurface antenna to launch through JDI-Kymeta collab

Musk: speed, not ambition, will shape next phase of AI expansion

CyCraft bets on real-time AI defense over forensics

Shanghai's AI chip boom powers China's homegrown computing future

Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms

SpaceX seeks approval for a vast orbital data center in space

Google named Apple's preferred cloud provider as AI partnership details remain unclear

US turns to Taiwan's rare earth recycling to cut China supply dependence

Feb

7

2026

Experts dismiss AI agents replacing enterprise software claims

Dassault Systèmes unveils ‘generative economy’ vision for AI-driven industry

A close reading of the book behind TSMC's Japan bet

Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%

Silicon Labs acquisition enables TI to build AIoT tech advantage

Lead frame supplier CWTC reaches 40-month revenue high in January

Google outlines 5 key trends for AI agent growth in 2026

Humanoid robots step into factories, safety laws set the limits

SK Hynix clears power hurdle in Yongin as Samsung faces site delays

Musk rains on Apple's EV parade: Talent alone isn't enough

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

Commentary: SpaceX's orbital data center plan signals a new arena for AI power

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

Musk's SpaceX-xAI merger raises governance and financial risks

Nvidia CEO sees digital twins driving robot surge in next decade

Feb

6

2026

South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

AMD flags 2H26 turning point as MI450 shipments stay on track

U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand

MetaOptics drives heat-resistant metalenses into CPUs

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

Japanese firms in Vietnam see Chinese counterparts as expansion competitors

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

HTC expedites AI glasses sales with channel expansion, ecosystem growth

Transcend sees 4x revenue surge in January 2026 as memory prices rise

Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes

TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact

Apple integrates AI agents into Xcode to boost coding productivity

Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla

APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Intel, AMD warn of extended server CPU delays in China

Anthropic launch adds pressure on the enterprise software sector

South Korea aims to lead global quantum chip manufacturing by 2035

The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

ASE expects advanced packaging and testing revenue to double in 2026

Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions

Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26

OpenAI faces internal resource imbalance as researchers depart

OpenAI facing growing pressure as rivals level up, profitability remains elusive

CSPs turn to custom silicon to break Nvidia dependence

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Largan posts 11% yearly revenue gain despite seasonal slowdown

Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target

PSMC narrows losses as DRAM prices and AI demand boost revenue

Nvidia delays new gaming GPU as AI boom strains memory supply

ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25

Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Wistron posts strongest January on AI server growth

Foxconn sees 35% revenue increase in January on AI server demand

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Singapore plans National Space Agency to tap emerging space markets

Ventec sees surge in aerospace orders, posts strongest revenue in two years

Nittobo targets 2028 launch for next-generation glass fiber cloth

Google's efficiency breakthrough shows search thriving, not dying, from AI

Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Radbon sees overseas revenue surge on aerospace and defense demand

Cerebras raises US$1 billion, valuation nearly triples in 6 months

Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%

Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26

Japan's consumer electronics decline: From mobile phones to TVs

Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year

CHPT sees AI, AP drive load board shipments with January revenue up

Huawei unveils new wearables, phones, and tablets ahead of MWC

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

Feb

5

2026

Arm pushes compute subsystems as chip design complexity grows

Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%

The 3nm surprise: TSMC's C.C. Wei pulls PM Takaichi's own book from his pocket to seal US$17B deal

CATL, Changan debut sodium-ion EV proven to operate at minus 50°C

Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties

SiTime to buy Renesas timing unit for US$3 billion

Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout

Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo

Packaging costs rise as Chinese MCU makers push price hikes despite weak demand

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

Skytech delivers self-made PLP equipment, eyes record 2026 growth

Adata sees January revenue nearly triple, as memory prices hold in 2026

Siemens expands EDA stack with AI metrology acquisition of Canopus AI

TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Amazon explores deeper OpenAI ties as AI competition intensifies

Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

MediaTek charts data center ASIC expansion even as smartphone sales slow

Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon pivots capacity to AI power as automotive recovery drags

Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

AEMC joint venture to build semiconductor adhesives R&D center in Southern Taiwan Science Park

Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market

Sam Altman calls Moltbook a 'fad' after security breach

Analysis: Tesla Optimus production strategy tied to China's robotics supply chain

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

MediaTek beats revenue forecast as 2025 sales near US$20b record

Repon eyes strong 2026 growth on rising server demand

Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech

Commentary: China's robot spectacles must go beyond the stage

Dassault Systemes expands AI virtual assistant lineup with industry world models

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Taiwan's color e-reader boom reshapes digital reading and local supply chains

Taiwan invited to join Trump's Pax Silica initiative

CHT eyes strong 2026 growth, with US subsidiary securing AI server project

Networking equipment makers seek new businesses as they unlikely to avoid margin pressure

Moltbook AI community exposed for human control and major security flaws

Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Feb

4

2026

Pentagon selects 25 vendors for attack drone program

AMD sees PC growth in 2026 despite market contraction

HP CEO Enrique Lores steps down; board names interim leader

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Vanguard International Semiconductor sees strong 2026 AI server power demand

Intel CEO unveils plans to enter GPU market dominated by Nvidia

Samsung, SK Hynix move into HBM4 as yields and policy risks loom

AI drives ODM/EMS growth despite weak consumer electronics in 2025

Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round

AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Taiwan prioritizes global partnerships in trade

Analysis: AMD prioritizes supply chain for second-half AI ramp

As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

Analysis: The Musk consolidation — AI, autos, space under one roof

Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays

Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Tesla's dry electrode breakthrough revives 4680 battery ambition

Karnataka govt wades into Foxconn tax dispute, averting escalation

China's tech giants transform Lunar New Year into AI showdown

Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch

Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus

AMD beats estimates, flags softer 1Q26 momentum

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

NXP abandons low-margin bets to chase the software-defined car

AMD delivered the numbers—just not the surprise the AI market wanted

Alibaba's Quark glasses escalate China's push against Meta and Samsung

India wins electronics investment, but key gap threatens momentum

Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Taiwan-US sign Pax Silica Declaration to boost trusted AI and advanced robotics

Aito's surge lifts Seres to front of China's EV race

PC price hikes in 2026 challenge IC design houses to rely on spec upgrades

China leads the humanoid robot supply chain, with 2026 sales forecast to jump

Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025

Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision

Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes

Taiwan's paper-counting academic culture is being challenged—here's why

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean startup Mippia tackles music copyright and plagiarism risks in AI