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NEWS TAGGED 2026
Wednesday 11 February 2026
Pan-International January revenue drops as tariff concerns delay orders
Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...
Wednesday 11 February 2026
Silan raises device prices about 10% from March, signaling wider cost pass-through
On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...
Wednesday 11 February 2026
Topoint plans second price hike in 1Q26 as tungsten price rises
Affected by the continued rise in tungsten carbide prices, PCB drill manufacturer Topoint Technology said that it plans to implement another price increase in the first quarter of...
Wednesday 11 February 2026
Strong CSP investment spurs AI data center growth and boosts component shipments
Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...
Wednesday 11 February 2026
CSBC eyes profit turnaround in 2026 with momentum from building submarines and vessels for Taiwan Navy
Taiwanese shipbuilding company CSBC expects to return to profitability in 2026 as its full-year 2025 revenue rebounded significantly, aligning with its operational plans despite ongoing...
Wednesday 11 February 2026
Why SMIC’s full fabs don’t guarantee fatter profits
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
Nam Liong says order visibility extends in 3Q25 as advanced materials enter trial ramp-up
Nam Liong Global said its overall order visibility has extended through the third quarter of 2026, with advanced materials for the electronics technology industry clearing customer...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
Wednesday 11 February 2026
Coretronic expects February shipments to decline amid off-season, fewer workdays
Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...
Wednesday 11 February 2026
Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...
Wednesday 11 February 2026
Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
Wednesday 11 February 2026
Samsung schedules Feb. 25 Unpacked as Galaxy S26 launch comes into view

Samsung Electronics has set February 25, 2026, for its next Galaxy Unpacked event, returning to San Francisco to unveil what it describes...

Wednesday 11 February 2026
SMIC breaks 2025 revenue record, margins fall to 19.2%
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
Wednesday 11 February 2026
AI demand pushes Taiwan's Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...