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    NEWS TAGGED 2026
    Friday 6 February 2026
    Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
    Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    Largan posts 11% yearly revenue gain despite seasonal slowdown

    Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

    Friday 6 February 2026
    Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target
    Taiwan's drone industry has rapidly grown from scratch to exporting to European countries like Poland and the Czech Republic, generating over NT$3 billion (US$95 million) in output...
    Friday 6 February 2026
    Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
    Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
    Friday 6 February 2026
    Wistron posts strongest January on AI server growth
    Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
    Friday 6 February 2026
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    Friday 6 February 2026
    Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
    Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
    Friday 6 February 2026
    Ventec sees surge in aerospace orders, posts strongest revenue in two years

    Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated revenue for January 2026 surpassed NT$400...

    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch

    Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

    Friday 6 February 2026
    Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
    In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
    Friday 6 February 2026
    Radbon sees overseas revenue surge on aerospace and defense demand
    Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue...
    Friday 6 February 2026
    Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
    The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
    Friday 6 February 2026
    Huawei unveils new wearables, phones, and tablets ahead of MWC
    Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
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    aiexpo2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook