For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift capacity toward higher-margin products, consumer electronics — especially notebook PCs — have taken the hardest hit. The market remains cautious about major brand vendors' shipment momentum and profitability in 2026.
On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced semiconductors, citing national security risks from heavy US reliance on foreign chip supply chains.
As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint affects the deployment of AI computing centers and advanced industries, with Taiwan, the US, and China adopting differing approaches to address grid limitations and secure future industrial dominance.
Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward.
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners to accelerate efforts to reduce supply-chain dependence on China.
The rise of AI agent-driven shopping is transforming retail as Google unveils its open-source Universal Commerce Protocol (UCP) to create a unified standard for AI commerce. Announced at the National Retail Federation annual conference, UCP aims to simplify the consumer shopping experience and reduce integration complexity for retailers.
SaaS provider 91APP capped 2025 with its strongest monthly performance on record, as December sales surged following the consolidation of smart dining technology brand iCHEF, underscoring early revenue synergies from the acquisition.
Artificial intelligence is rapidly transforming the biomedical industry by accelerating therapy development and automating manufacturing through advanced algorithms and robotics, according to experts. Dario Amodei, CEO of AI startup Anthropic PBC, foresees AI driving breakthroughs in treatments for diseases such as cancer and Alzheimer's, potentially extending human lifespan.
OpenAI has acquired the team behind AI startup Convogo as part of its ongoing acquisition spree in 2025, with Convogo's products set to be phased out. The deal, reportedly an all-stock transaction, brings the startup's three co-founders into OpenAI, but excludes any transfer of Convogo's intellectual property.
Samsung Electronics set up a dedicated 1,400-ping exhibition hall for CES 2026 to present a more comprehensive vision of its smart home ecosystem. For 2026, Samsung's core strategy centers on the concept of the "AI companion at home," spanning three key scenarios: entertainment, home living, and health.
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.
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