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NEWS TAGGED 2026
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...
Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
Wednesday 4 February 2026
Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
Wednesday 4 February 2026
Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision
Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...
Wednesday 4 February 2026
Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
Tuesday 3 February 2026
Nvidia CEO to attend Dassault Systèmes and Cisco summits
Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...
Tuesday 3 February 2026
Moltbook experiment reignites debate over networked AI agents in 2026
As the technology sector looks ahead in 2026 with expectations that AI agents will unlock new enterprise productivity gains, an experimental platform called Moltbook has drawn global...
Tuesday 3 February 2026
ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships
Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...