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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...
Friday 6 February 2026
China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
Friday 6 February 2026
Japan's consumer electronics decline: From mobile phones to TVs
Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...
Friday 6 February 2026
Huawei unveils new wearables, phones, and tablets ahead of MWC
Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...