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NEWS TAGGED 2026
Thursday 5 February 2026
Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
Thursday 5 February 2026
Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties
The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...
Thursday 5 February 2026
SiTime to buy Renesas timing unit for US$3 billion
SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
Thursday 5 February 2026
Skytech delivers self-made PLP equipment, eyes record 2026 growth
As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation...
Thursday 5 February 2026
Adata sees January revenue nearly triple, as memory prices hold in 2026
The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
Thursday 5 February 2026
TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse
TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of...
Thursday 5 February 2026
Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...
Thursday 5 February 2026
Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

Thursday 5 February 2026
MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
Thursday 5 February 2026
Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026
Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026
Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

Thursday 5 February 2026
AI factories will power a trillion-dollar reindustrialization, says Jensen Huang

Nvidia chief executive Jensen Huang said the world has entered a decisive moment of reindustrialization, marked by what he described as...

Thursday 5 February 2026
MediaTek charts data center ASIC expansion even as smartphone sales slow
MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
Thursday 5 February 2026
Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...