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    Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
    4min ago
    TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
    6min ago
    Apple integrates AI agents into Xcode to boost coding productivity
    14min ago
    NEWS TAGGED DEMAND
    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
    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
    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
    TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand
    Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...
    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...
    Wednesday 4 February 2026
    Intel CEO unveils plans to enter GPU market dominated by Nvidia
    Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
    Wednesday 4 February 2026
    Samsung, SK Hynix move into HBM4 as yields and policy risks loom
    Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

    Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

    3/187 pages
    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook