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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...
Tuesday 3 February 2026
China's AI competition heats up: ByteDance and Alibaba ready new flagship models
ByteDance and Alibaba are intensifying their battle for AI dominance in China with planned releases of new flagship models around the 2026 Lunar New Year. This competition marks one...
Tuesday 3 February 2026
Edge IPC market enters maturity stage as robotics and medical applications gain traction
The year 2026 will be a critical year for large-scale rollout of edge AI. Supported by multinational firms and the Ten Major AI Infrastructure Projects initiative, IPC vendors are...
Tuesday 3 February 2026
India's smartphone market posts mixed growth in 2025, premium segment drives value gains
India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
Tuesday 3 February 2026
China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026
Rising memory prices add cost pressures for IC design houses
Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
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
Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
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,...
Tuesday 3 February 2026
Qualcomm, MediaTek, Apple dominate smart glasses processor race
Competition in the smart glasses market is heating up, with startups launching new products in rapid succession and major consumer electronics brands preparing to enter the space.
Tuesday 3 February 2026
Analysis: China's AI model race tightens into a three-way contest
China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry...
Tuesday 3 February 2026
Sumitomo Bakelite to acquire Kyocera unit, paving way for Chang Wah expansion
Japanese materials maker Sumitomo Bakelite has announced plans to acquire the materials business of Japanese electronic components company Kyocera. Industry observers say the companies'...
Tuesday 3 February 2026
Taiwan's top talent pivots to healthcare, eyeing TSMC-style success
TSMC leads the global semiconductor race with advanced processes and a market value of NT$46.5 trillion (US$1.47 trillion), placing itself at the core of what is commonly described...
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...