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NEWS TAGGED 2026
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
Asus' AI server push bolsters revenue despite memory shortages
Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
Tuesday 10 February 2026
Zhen Ding Tech sees record January revenue driven by high-end AI applications
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
Tuesday 10 February 2026
Behind Nvidia’s fried-chicken diplomacy
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
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
Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC
Amkor Technology is accelerating its global expansion, projecting 2026 capex between US$2.5 billion and US$3 billion. This plan emphasizes significant facility construction, including...
Tuesday 10 February 2026
Yageo sees record January revenue driven by AI demand, pre-holiday stocking
Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related...
Tuesday 10 February 2026
Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

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
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
MediaTek and Airbus join forces on 5G and 6G satellite Networks
At the Singapore Space Summit 2026, MediaTek joined Airbus, Singapore-based technology firm ST Engineering iDirect, and electronic test-and-measurement company Keysight Technologies...
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
Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...