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    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
    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
    MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power
    MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected...
    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
    Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
    Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
    Monday 9 February 2026
    512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

    The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

    Sunday 8 February 2026
    Musk: speed, not ambition, will shape next phase of AI expansion
    Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

    Friday 6 February 2026
    Intel, AMD warn of extended server CPU delays in China
    Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
    Friday 6 February 2026
    YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
    China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
    Friday 6 February 2026
    Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm
    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...
    Friday 6 February 2026
    AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
    The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
    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
    PSMC narrows losses as DRAM prices and AI demand boost revenue
    Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
    Friday 6 February 2026
    Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
    Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
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    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook