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NEWS TAGGED 2026
Monday 9 February 2026
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin,...
Monday 9 February 2026
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
Monday 9 February 2026
Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle
Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion...
Monday 9 February 2026
AI spending spree threatens big tech cash flows
A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
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...