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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
Karnataka govt wades into Foxconn tax dispute, averting escalation
The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily...
Tuesday 3 February 2026
Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Tuesday 3 February 2026
NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
Tuesday 3 February 2026
Beijing officially lists 'future industries,' setting the stage for supply chain realignment
China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
Monday 2 February 2026
Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
Monday 2 February 2026
Merck appoints Benjamin Hein as head of electronics division
German industrial giant Merck KGaA announced the appointment of Benjamin Hein as a member of the executive board and CEO of its electronics business unit, effective May 1, 2026. Following...
Friday 30 January 2026
Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits
Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production...
Friday 30 January 2026
Nexcom eyes robot market growth, targets ramp-up in 2027
Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight...
Thursday 29 January 2026
Taiwan enterprise 5G investments set to surge, driven by testing demands
Enterprise investments in 5G private networks are expected to significantly increase following amendments to the "Regulations Governing the Establishment and Use of Mobile Broadband...
Thursday 29 January 2026
IPC cost and memory supply pressures accelerate product upgrades
The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
Thursday 29 January 2026
Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
Wednesday 28 January 2026
Mouser Electronics expands manufacturer lineup with 63 new partners in 2025
Mouser Electronics, a global authorized distributor of electronic components and industrial automation products, added 63 new manufacturers to its line card in 2025, further increasing...
Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...