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Monday 9 February 2026
GSEO and Kinko post record January revenues in optical industry
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year,...
Monday 9 February 2026
India, Malaysia forge strategic pact on chips, energy and digital payments
India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation...
Monday 9 February 2026
India-US trade deal offers tariff cuts, capital goods access to reshape supply chains
New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that...
Monday 9 February 2026
US and India agree framework for interim trade deal to advance bilateral pact talks
The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral...
Monday 9 February 2026
Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as...
Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...
Sunday 8 February 2026
As AI goes physical, the robotics supply chain reshuffles
As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and...
Saturday 7 February 2026
Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
Saturday 7 February 2026
RISC-V CEO highlights open architecture's edge-to-cloud potential
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions...
Saturday 7 February 2026
Nvidia CEO sees digital twins driving robot surge in next decade
Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying...
Friday 6 February 2026
India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
Friday 6 February 2026
Japanese firms in Vietnam see Chinese counterparts as expansion competitors
A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China...