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AI upgrade drives surge in high-capacity NOR flash shortages and price hikes

Tomorrow's Headlines

2026 Lunar New Year becomes AI battleground among China's tech giants

Tomorrow's Headlines

Tesla's 4680 battery technology rebounded with dry electrode breakthrough

Tomorrow's Headlines

Yield rates to determine market share: Samsung and SK Hynix ready with 16-layer HBM4

Tomorrow's Headlines

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

Tomorrow's Headlines

Feb

4

2026

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

Feb

3

2026

Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

Nvidia CEO to attend Dassault Systèmes and Cisco summits

Moltbook experiment reignites debate over networked AI agents in 2026

Liquid cooling's next frontier: Data centers rethink heat management

Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships

AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion

Salesforce highlights three AI trends shaping agentic enterprises

Japan's TDK leans on premium batteries while rare earth supply risks deepen

China bans hidden EV door handles, forcing industry-wide redesigns

Apple deepens AI-hardware integration with Q.ai acquisition

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

Univacco Technology to launch Vietnam factory, targets global market competitiveness

iPhone gains in China squeeze MediaTek, Qualcomm revenues

AI redraws data center power architecture as rack-level energy systems go mainstream

Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan

China's AI competition heats up: ByteDance and Alibaba ready new flagship models

Edge IPC market enters maturity stage as robotics and medical applications gain traction

Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

Rising memory prices add cost pressures for IC design houses

YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Foxconn faces tax dispute in Karnataka, prompting government intervention

Trump's India tariff pledge draws skepticism as New Delhi continues to diversify trade ties

C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment

NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations

OpenAI's inference push puts all eyes on Nvidia's AI chip strategy

Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns

Generative AI drives transformation at Asia Pacific Game Summit 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes

SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative

D-Wave pursues dual-track quantum strategy to face challenges from IBM, Google

Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders

Qualcomm, MediaTek, Apple dominate smart glasses processor race

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Germany pivots to Korean chipmakers as Intel retreats

South Korea eyes X-ray lithography in response to ASML's EUV grip

Analysis: China's AI model race tightens into a three-way contest

Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management

Sumitomo Bakelite to acquire Kyocera unit, paving way for Chang Wah expansion

Taiwan's top talent pivots to healthcare, eyeing TSMC-style success

Research insight: Blue Origin's TeraWave bets on space-based optical backhaul

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Feb

2

2026

Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Smart glasses will become mainstream as companies 'platformize'

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

Kinsus approves US$744M ABF expansion on clear three-year demand outlook

Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo

SMIC reportedly sets up advanced packaging research institute in Shanghai

China's auto industry hits record low 4.1% profit margin in 2025

Apple ramps up supplier price cuts to protect margins as costs rise

Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025

Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion

AR glasses flop amid continued pressure to cut costs

Kioxia targets data center NAND as rivals chase HBM

ASE ramps advanced packaging in Taiwan as SPIL scales central hub

Taiwan PCB makers vie for AI server market with new 2026 capacity

ByteDance races to capture closing AI window as Doubao scales up

Msscorps eyes annual growth with silicon photonics expansion

Anthropic launches AI tool Cowork, Microsoft speeds up AI agent development

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

China breaks into the global top 20 with a trio of chipmaking equipment suppliers

Liquid cooling triples growth for thermal solution makers

Taiwan's defense institute partners with US firm to boost critical manufacturing capacity

Research Insights: State governments are vital to US energy sovereignty

TSMC revises five-year growth plan, turning tech lead into high profits

Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production

Merck appoints Benjamin Hein as head of electronics division

Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display

National Aerospace Fasteners begins phase two expansion in Malaysia, targets 1H28 operation with smart manufacturing

Chinese panel cuts push LCD TV prices higher in February

CviLux launches public tender offer for Cystek Electronics to enter power semiconductor sector

Weekly news roundup: Diversification, memory power, capacity politics

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

India roundup: EU and India concludes FTA amid global trade disruption

Taiwan achieves breakthrough with 20-qubit quantum computer

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

SpaceX weighs merger with Tesla or xAI ahead of planned IPO

LG shifts TV production to Vietnam, expands webOS reach

Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes

Micron ramps global memory investments as Nvidia prepares HBM4 rollout

Feb

1

2026

China controls 80% of global AI glasses production

LMOC ramps silicon photonics output with new MOCVD expansion plan

Transsion profits halved in 2025 because of memory price increases

CSPs ramp up AI capex as supply chain gains confidence

Concrete ESG standards needed as Phase 3-3 offshore wind development launches

The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Jan

31

2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Intel signals return to memory with new DRAM bonding research

Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Century Group secures over NT$100 billion in wind power orders

Taiwan's capital markets reach new highs, signaling broader global role

China claims 64% of ESS battery market as South Korea scrambles to launch a comeback

CIP completes first subsea foundations for Fengmiao wind farm, on track for 2027 completion

Morris Chang resurfaces as Jensen Huang returns to Taipei

Jan

30

2026

Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

ASML gains from rising EUV demand and US chip spending

ASIC server demand boosts Taiwan's high-end CCL shipments

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

ABF substrate crunch reshapes market: Unimicron leads and rivals close in

Taiwan pledges full US cooperation to build new non-China supply chain

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

Hyundai and Kia hit hardest by Korea-US tariffs

China's 15th Five-Year plan targets space mining, space tourism

DRAM price surge ripples downstream as CWE plans EMC hike

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Nexcom eyes robot market growth, targets ramp-up in 2027

Alibaba, Baidu advance IPO plans for AI chip subsidiaries

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Aspeed profits rise for second year on server upgrade demand

AI integration drives cautious optimism in global collaborative robot market

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Samsung, LG hike laptop prices as memory 'chipflation' hits

Apple buys Israeli audio startup Q.ai

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

South Korea NAND flash gains strategic role in next-gen AI infrastructure

Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity

Analysis: Why ASML is cutting jobs in Europe and the US but sparing China

GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions

Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Dixon gears up for massive scale-up amid global memory volatility

Apple achieves record-breaking revenue in India amid surging demand

Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics

Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Realtek expects networking to drive growth in 2026 amid PC market challenges

Advantest to boost SoC test equipment capacity to 5,000 units by 2027

Tex Year Industries eyes strong 1H26 growth on India, Vietnam capacity, and specialty chemicals

AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance

Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

With Techman Robot, JPP brings AI automation to the factory floor

Greatek hits full capacity on AI-driven flip chip, QFN packaging demand

SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins

Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system

Asia Cement, Enel X launch virtual power plant to boost grid resilience

Jan

29

2026

Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance

Samsung reclaims memory sales crown as SK Hynix extends profit lead

South Korea's industry minister heads to Washington after tariff rollback warning

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Moltbot cracks the CUDA barrier, pushing Apple's Mac mini back into AI development

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus

Kim Long Motor and BYD plan US$130 million battery factory in Vietnam

Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization

Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play

Analysis: ASML earnings prove AI demand is hitting the factory floor

A year of transformation: Tesla pivots to Robotaxis and domestic chip production

In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips

Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays

Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance

China's MCU sector trends from price cutting to margin repair

Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

Musk moves Tesla past Model S and X, betting on robots and AI

AI boom threatens global chip supply, automakers warned

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

Analysis: how SK Hynix is binding customers to its AI memory

Celestica posts sharp revenue gains as cloud and AI spending rise

UMC accelerates advanced packaging and silicon photonics development as AI drives demand

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Upstream firms say US investment unprofitable if gross margin below 50%

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

VIS licenses GaN technology from TSMC to boost power device development

UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Tesla bets future on custom chips as profit plunges 64%

Meta targets 2026 for massive AI infra push following solid earnings

Taiwan tops auto display revenue while China dominates volume

Taiwan enterprise 5G investments set to surge, driven by testing demands

Scientech's growth signals shift in semiconductor investment toward packaging and system integration

Semco and LG Innotek push into humanoid robot supply chain

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

IPC cost and memory supply pressures accelerate product upgrades

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science

Taiwan and Germany expand trade ties as demand for chips and green tech rises

Deep dive: how Taiwan engineered a 15% tariff deal

How Sega's US$5 million lifeline saved Nvidia from collapse

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect

Vivo exits smart glasses race, citing three insurmountable obstacles

Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory

Why can't tech giants escape China's smartphone production grip?