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    NEWS TAGGED IT + CE
    Thursday 29 January 2026
    Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

    Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

    Thursday 29 January 2026
    Upstream firms say US investment unprofitable if gross margin below 50%
    Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...
    Thursday 29 January 2026
    Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
    China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
    Thursday 29 January 2026
    Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
    Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
    Thursday 29 January 2026
    Tesla bets future on custom chips as profit plunges 64%
    Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
    Thursday 29 January 2026
    Meta targets 2026 for massive AI infra push following solid earnings
    Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...
    Thursday 29 January 2026
    Semco and LG Innotek push into humanoid robot supply chain
    As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
    Thursday 29 January 2026
    Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
    Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Thursday 29 January 2026
    Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
    The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...
    Thursday 29 January 2026
    Vivo exits smart glasses race, citing three insurmountable obstacles
    After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...
    Thursday 29 January 2026
    Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory
    I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
    Thursday 29 January 2026
    Why can't tech giants escape China's smartphone production grip?
    Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
    Wednesday 28 January 2026
    Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
    Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    19/380 pages
    iTCAjBest AI Awards 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook