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    Exclusive: China's top solar firms leverage cash reserves amid export tax cut and market downturn
    3h 43min ago
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for NB shipments
    3h 43min ago
    SMIC's strategic return to advanced packaging after years of adjustments
    3h 43min ago
    Jinghe's phase four capacity expansion boosts SmartSens and Xiaomi, building China's local CIS supply chain
    3h 43min ago
    China to mass-produce HBM3 wafers in 2026, narrowing gap with South Korea
    3h 43min ago
    Exclusive: China's topcon solar faces survival crisis amid overcapacity and rising costs
    3h 43min ago
    NEWS TAGGED 2026
    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...
    Thursday 5 February 2026
    Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
    Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
    Thursday 5 February 2026
    Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties
    The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...
    Thursday 5 February 2026
    SiTime to buy Renesas timing unit for US$3 billion
    SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
    Thursday 5 February 2026
    Skytech delivers self-made PLP equipment, eyes record 2026 growth
    As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation...
    Thursday 5 February 2026
    Adata sees January revenue nearly triple, as memory prices hold in 2026
    The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
    Thursday 5 February 2026
    TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse
    TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of...
    Thursday 5 February 2026
    Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
    Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...
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    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook