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    Analysis: What are the implicarions of Amazon and Bosch's China layoff
    Feb 4, 18:35
    Semiconductor packaging price hikes amid weak end demand and low-cost MCU adjustments
    Feb 4, 18:35
    Nvidia urged Samsung for immediate HBM4 supply as memory shortage worsen
    Feb 4, 18:35
    Innoscience strengthens role in Google AI supply chain with 8-inch GaN production
    Feb 4, 18:35
    Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
    Feb 4, 18:35
    Nvidia supports South Korea's physical AI development with GPU supply and ecosystem collab
    Feb 4, 18:35
    NEWS TAGGED 2026
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Wednesday 4 February 2026
    Taiwan prioritizes global partnerships in trade
    Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

    Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

    Wednesday 4 February 2026
    Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
    As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    China's tech giants transform Lunar New Year into AI showdown
    This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope...
    Wednesday 4 February 2026
    Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
    Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Wednesday 4 February 2026
    Supermicro’s AI boom comes with a risk: one customer, 63% of revenue
    Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...
    Wednesday 4 February 2026
    NXP abandons low-margin bets to chase the software-defined car
    In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
    Wednesday 4 February 2026
    AMD delivered the numbers—just not the surprise the AI market wanted
    Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...
    Wednesday 4 February 2026
    Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
    Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Wednesday 4 February 2026
    PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
    Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
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    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
    The Future of Online Gaming Entertainment
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook