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NEWS TAGGED 2026
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...

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
North American clients drive 2026 growth as CHPT targets quarterly gains
Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger...
Monday 9 February 2026
GSEO and Kinko post record January revenues in optical industry
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year,...
Monday 9 February 2026
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin,...
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
Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle
Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion...
Monday 9 February 2026
AI spending spree threatens big tech cash flows
A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
Monday 9 February 2026
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
South Korea bets on AI and electric powertrains to shape cars of future

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026,...

Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...