Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy. The advanced node has attracted significant attention amid speculation that major customers like Apple and Nvidia could adopt it for high-volume production. However, recent developments suggest these optimistic timelines may need recalibration
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply markets. The company expects shipments of its hot-swap products to surge in 2026, with AI-related products accounting for up to 15% of sales this year. Currently, Panjit has secured design wins with two major cloud service providers (CSPs), and is seeking to win orders from additional customers while laying out plans for next-generation hot-swap technology
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 advanced packaging push, which is shifting from a supporting function toward a core manufacturing strategy
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia. This ascent is the result of a long-term strategy to internationalize its education system and labor force
At the annual Taipei International Book Exhibition — traditionally a peak season for e-reader launches and promotions — E Ink Holdings, the world's largest e-paper material supplier, used the event to assess the latest market trends. David Liu, assistant vice president of E Ink's eReader Business Unit, shared his frontline observations
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI servers will continue to grow faster, but expanding AI inference workloads are increasingly translating into stronger demand for conventional server systems
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration
TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm wafer fab, while Japan-backed Rapidus advances toward 2nm development
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration
In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world
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 of Taiwan's market to American-made cars
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 is moving from dozens of competing models toward consolidation dominated by three major players
