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Friday 6 February 2026
U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand
Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging...
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...
Friday 6 February 2026
Transcend sees 4x revenue surge in January 2026 as memory prices rise
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
Friday 6 February 2026
APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain
The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial...
Friday 6 February 2026
PC makers reportedly eye China DRAM for the first time as global memory supply tightens
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...
Friday 6 February 2026
Intel, AMD warn of extended server CPU delays in China
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
Friday 6 February 2026
YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
Friday 6 February 2026
AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
Friday 6 February 2026
Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Friday 6 February 2026
Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
Friday 6 February 2026
Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
Friday 6 February 2026
2026 Market Outlook: Key Opportunities & Risks to Watch

Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

Friday 6 February 2026
Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
Friday 6 February 2026
Cerebras raises US$1 billion, valuation nearly triples in 6 months
AI chip startup Cerebras Systems has secured a US$1 billion funding round, boosting its valuation to US$23 billion. According to Reuters and Bloomberg, the latest...