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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

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

Friday 6 February 2026

CHPT sees AI, AP drive load board shipments with January revenue up

Chunghwa Precision Test Tech (CHPT) reported year-over-year and month-over-month revenue growth in January. The surge was mainly driven by strong demand for AI, application processor...

Thursday 5 February 2026

Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks

As global competition in the semiconductor industry intensifies, the focus is no longer limited to technology and production capacity. Protection of data, intellectual property, and...

Thursday 5 February 2026

Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout

Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power...

Thursday 5 February 2026

Siemens expands EDA stack with AI metrology acquisition of Canopus AI

Siemens has acquired French startup Canopus AI, adding AI-based metrology and inspection software to its electronic design automation (EDA) portfolio as it expands deeper into semiconductor...

Thursday 5 February 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026

Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

Thursday 5 February 2026

Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers

Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During...

Thursday 5 February 2026

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...

Thursday 5 February 2026

Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech

Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...

Thursday 5 February 2026

Moltbook AI community exposed for human control and major security flaws

Moltbook, a social platform promoting autonomous artificial intelligence (AI) agents, has been found to operate contrary to its claims, with the majority of its AI agents controlled...

Wednesday 4 February 2026

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...

Wednesday 4 February 2026

Vanguard International Semiconductor sees strong 2026 AI server power demand

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...

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BIZ FOCUS

Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook