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Wednesday 11 February 2026
Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026
AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
Tuesday 10 February 2026
Analysis: Japan's supermajority reshapes Asia's semiconductor competition
Japan's latest election is being read by global markets as a turning point in industrial policy, capital flows, and technology sovereignty across Asia — not a routine political...
Tuesday 10 February 2026
Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail
Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.
Tuesday 10 February 2026
TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

Tuesday 10 February 2026
Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain
China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...
Tuesday 10 February 2026
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...
Tuesday 10 February 2026
Ever Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026
Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo...
Tuesday 10 February 2026
Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise
Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus...
Tuesday 10 February 2026
Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
Tuesday 10 February 2026
Amkor pivots toward AI and HPC with ambition to expand advanced packaging
Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
Tuesday 10 February 2026
Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the...
Tuesday 10 February 2026
China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026
Phison CEO meets India's Modi to boost NAND, edge AI strategies
Phison Electronics CEO Khein-seng Pua met with Indian Prime Minister Narendra Modi on February 8, 2026, to discuss leveraging their respective strengths to advance the deployment of...