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NEWS TAGGED 2026
Thursday 5 February 2026
Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
Thursday 5 February 2026
Infineon pivots capacity to AI power as automotive recovery drags
Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...
Thursday 5 February 2026
Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market
Jiin Ming Industry is transitioning from conventional metal stamping into drones and engineering, procurement, and construction (EPC) services for energy storage projects, with an...
Thursday 5 February 2026
Repon eyes strong 2026 growth on rising server demand
Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
Thursday 5 February 2026
Dassault Systemes expands AI virtual assistant lineup with industry world models
Dassault Systemes unveiled a major expansion of its AI virtual assistant portfolio during 3DEXPERIENCE World 2026 held February 3-5, 2026, in Houston, emphasizing its new technology...
Thursday 5 February 2026
Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Thursday 5 February 2026
Taiwan invited to join Trump's Pax Silica initiative
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob...
Thursday 5 February 2026
CHT eyes strong 2026 growth, with US subsidiary securing AI server project
Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08...
Thursday 5 February 2026
Networking equipment makers seek new businesses as they unlikely to avoid margin pressure
The networking industry is seeing a rebound in demand in 2026, but worsening imbalances in memory supply and demand have emerged as the biggest variable affecting operations this year...
Thursday 5 February 2026
Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As
Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...
Wednesday 4 February 2026
China smartphone market and industry, 4Q 2025

Introduction

Wednesday 4 February 2026
AMD sees PC growth in 2026 despite market contraction
Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...
Wednesday 4 February 2026
Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
Wednesday 4 February 2026
Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
Wednesday 4 February 2026
Vanguard International Semiconductor sees strong 2026 AI server power demand
Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly...