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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...

Wednesday 4 February 2026

Intel CEO unveils plans to enter GPU market dominated by Nvidia

Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...

Wednesday 4 February 2026

Analysis: The Musk consolidation — AI, autos, space under one roof

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate...

Tuesday 3 February 2026

Liquid cooling's next frontier: Data centers rethink heat management

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

Tuesday 3 February 2026

Salesforce highlights three AI trends shaping agentic enterprises

Salesforce has released its outlook on artificial intelligence (AI) trends for 2026, describing the year as a turning point for the emergence of what it calls the "agentic enterprise."...

Tuesday 3 February 2026

Edge IPC market enters maturity stage as robotics and medical applications gain traction

The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026

SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative

SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's...

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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