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    NEWS TAGGED IT + CE
    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
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    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...
    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...
    Friday 6 February 2026
    Google's efficiency breakthrough shows search thriving, not dying, from AI
    Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
    Friday 6 February 2026
    Beyond 260,000 GPUs: How Nvidia powers South Korea's physical AI push
    In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South...
    Friday 6 February 2026
    Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
    The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
    Friday 6 February 2026
    Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year
    Lite-on Technology announced on January 21 that it would publicly acquire all issued common shares of U-Media at a cash price of NT$54 (US$1.69) per share. The acquisition was approved...
    Friday 6 February 2026
    Huawei unveils new wearables, phones, and tablets ahead of MWC
    Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
    Thursday 5 February 2026
    Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
    Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...
    Thursday 5 February 2026
    Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
    As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...
    Thursday 5 February 2026
    Amazon explores deeper OpenAI ties as AI competition intensifies

    Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

    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
    Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence

    Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management...

    19/377 pages
    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook