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    AI upgrade drives surge in high-capacity NOR flash shortages and price hikes
    1h 30min ago
    2026 Lunar New Year becomes AI battleground among China's tech giants
    1h 30min ago
    China memory giants expand DRAM and HBM capacity amid strong local demand
    1h 30min ago
    Tesla's 4680 battery technology rebounded with dry electrode breakthrough
    1h 30min ago
    Yield rates to determine market share: Samsung and SK Hynix ready with 16-layer HBM4
    1h 30min ago
    AI drives ODM/EMS growth amid weak consumer electronics in 2025
    1h 30min ago
    NEWS TAGGED 2025
    Tuesday 3 February 2026
    ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships
    Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...
    Tuesday 3 February 2026
    Japan's TDK leans on premium batteries while rare earth supply risks deepen
    Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
    Tuesday 3 February 2026
    Univacco Technology to launch Vietnam factory, targets global market competitiveness
    Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
    Tuesday 3 February 2026
    AI redraws data center power architecture as rack-level energy systems go mainstream

    Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

    Tuesday 3 February 2026
    Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders
    Ample Electronic Technology, a major upstream manufacturer of conductive pastes for passive components, said that the sharp decline in silver has revived downstream customers' ordering...
    Tuesday 3 February 2026
    India's smartphone market posts mixed growth in 2025, premium segment drives value gains
    India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
    Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
    Tuesday 3 February 2026
    NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
    NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
    Tuesday 3 February 2026
    Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
    Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
    Tuesday 3 February 2026
    Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders
    Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house...
    Tuesday 3 February 2026
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
    Monday 2 February 2026
    Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
    With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
    Monday 2 February 2026
    China's auto industry hits record low 4.1% profit margin in 2025
    China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to...
    Monday 2 February 2026
    Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025
    Wuhan Jingce Electronic Group forecasts net profit of CNY80 million to CNY90 million (approx. US$11.5 million to US$13 million) for 2025, representing year-over-year growth of 181.97%...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Jan 30, 08:00
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook