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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
Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
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
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
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
Alibaba's Quark glasses escalate China's push against Meta and Samsung
Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step...
Wednesday 4 February 2026
Aito's surge lifts Seres to front of China's EV race

After Huawei transferred the "Aito" brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly...

Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
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...
Wednesday 4 February 2026
South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms
South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country...
Tuesday 3 February 2026
Univacco Technology to launch Vietnam factory, targets global market competitiveness
Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
Tuesday 3 February 2026
iPhone gains in China squeeze MediaTek, Qualcomm revenues
Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
Tuesday 3 February 2026
Commentary: Why lower tariffs on US cars won't necessarily mean lower prices in Taiwan
Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening...