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Friday 6 February 2026
Japanese firms in Vietnam see Chinese counterparts as expansion competitors
A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China...
Friday 6 February 2026
Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite...
Friday 6 February 2026
ASE expects advanced packaging and testing revenue to double in 2026
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
Friday 6 February 2026
OpenAI facing growing pressure as rivals level up, profitability remains elusive
OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's...
Friday 6 February 2026
Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
Friday 6 February 2026
Wistron posts strongest January on AI server growth
Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Thursday 5 February 2026
Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties
The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...
Thursday 5 February 2026
SiTime to buy Renesas timing unit for US$3 billion
SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
Thursday 5 February 2026
MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
Thursday 5 February 2026
MediaTek charts data center ASIC expansion even as smartphone sales slow
MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...
Thursday 5 February 2026
Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...
Thursday 5 February 2026
Renesas reportedly to sell timing unit to SiTime in US$3 billion deal
According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...
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...
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...