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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...
Tuesday 10 February 2026
Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
Tuesday 10 February 2026
Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...
Tuesday 10 February 2026
Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
Tuesday 10 February 2026
Amkor posts strong 2025 results as advanced packaging drives growth, ramps up AI-focused investment
On February 9, Amkor Technology reported solid financial performance for both the fourth quarter and full year 2025, supported by record revenue from advanced packaging and computing...
Tuesday 10 February 2026
Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
Tuesday 10 February 2026
Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026
Samsung boosts HBM4 DRAM investment to secure market leadership
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...
Monday 9 February 2026
OpenClaw and Cowork spark desktop AI agent race in China
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global...
Monday 9 February 2026
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
Monday 9 February 2026
US and India agree framework for interim trade deal to advance bilateral pact talks
The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral...