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Thursday 5 February 2026
Repon eyes strong 2026 growth on rising server demand
Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
Thursday 5 February 2026
CHT eyes strong 2026 growth, with US subsidiary securing AI server project
Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08...
Wednesday 4 February 2026
AMD sees PC growth in 2026 despite market contraction
Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...
Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
Wednesday 4 February 2026
Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across...
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
AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

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
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
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...
Tuesday 3 February 2026
Ample Electronic expects quarterly growth as silver price drop prompts passive component clients to resume orders
Ample Electronic Technology, a major upstream manufacturer of conductive pastes for passive components, said that the sharp decline in silver has revived downstream customers' ordering...
Tuesday 3 February 2026
India's smartphone market posts mixed growth in 2025, premium segment drives value gains
India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...