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    Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo
    2min ago
    Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
    27min ago
    Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
    28min ago
    Skytech delivers self-made PLP equipment, eyes record 2026 growth
    30min ago
    Adata sees January revenue nearly triple, as memory prices hold in 2026
    35min ago
    NEWS TAGGED INVESTMENT
    Tuesday 3 February 2026
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
    Tuesday 3 February 2026
    Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
    Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    SMIC reportedly sets up advanced packaging research institute in Shanghai
    As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...
    Monday 2 February 2026
    Kioxia targets data center NAND as rivals chase HBM
    Kioxia Holdings sees an opportunity to expand its presence in high-density storage for AI data centers as rivals direct resources to other segments. The company's incoming president...
    Monday 2 February 2026
    ByteDance races to capture closing AI window as Doubao scales up
    ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new...
    Monday 2 February 2026
    National Aerospace Fasteners begins phase two expansion in Malaysia, targets 1H28 operation with smart manufacturing
    Taiwan-based National Aerospace Fasteners Corporation (Nafco) held a groundbreaking ceremony on January 30, 2025, for its second-phase expansion at its production base in Malaysia...
    Monday 2 February 2026
    CviLux launches public tender offer for Cystek Electronics to enter power semiconductor sector
    Taiwan-based CviLux Corp announced on January 30, 2026, that, following a board resolution, it will publicly acquire up to 5,191,000 shares of Cystek Electronics, representing approximately...
    Monday 2 February 2026
    Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
    Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
    Sunday 1 February 2026
    CSPs ramp up AI capex as supply chain gains confidence
    The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
    Saturday 31 January 2026
    "Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

    Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

    Saturday 31 January 2026
    LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

    LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

    Friday 30 January 2026
    KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

    US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth...

    Friday 30 January 2026
    Taiwan pledges full US cooperation to build new non-China supply chain
    On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
    Friday 30 January 2026
    Exclusive: Why SpaceX still bets on solar—and what it means for suppliers
    While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain...
    2/69 pages
    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook