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NEWS TAGGED 2026
Monday 9 February 2026
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
South Korea bets on AI and electric powertrains to shape cars of future

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026,...

Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026
Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
Monday 9 February 2026
MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount
MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...
Monday 9 February 2026
Exclusive: Color e-paper fuels an e-reader boom across Asia, E Ink says
At the annual Taipei International Book Exhibition — traditionally a peak season for e-reader launches and promotions — E Ink Holdings, the world's largest e-paper material...
Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Sunday 8 February 2026
Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook
Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...
Sunday 8 February 2026
Shanghai's AI chip boom powers China's homegrown computing future
In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in...
Sunday 8 February 2026
Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms
Chicony Power, a Taiwanese power and energy management company, is accelerating a strategic shift away from its traditional reliance on PC and notebook power supplies, expanding into...
Saturday 7 February 2026
Dassault Systèmes unveils ‘generative economy’ vision for AI-driven industry

At the 3DEXPERIENCE World 2026 conference, Pascal Daloz, the chief executive of Dassault Systèmes,...

Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...