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    Home Tech ICT ICT manufacturing
    Monday 9 February 2026
    GSEO and Kinko post record January revenues in optical industry
    Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year, marking a new high for the period.
    Monday 9 February 2026
    India, Malaysia forge strategic pact on chips, energy and digital payments
    India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation across semiconductors, clean energy, digital finance, and security that carries implications for supply chains, the Indo-Pacific balance, and South–South economic integration.
    Monday 9 February 2026
    India-US trade deal offers tariff cuts, capital goods access to reshape supply chains
    New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that this move aims to enhance competitiveness and improve supply chain resilience. This agreement follows discussions between Prime Minister Narendra Modi and US President Donald Trump, focusing on reducing trade barriers between the two nations.
    Monday 9 February 2026
    US and India agree framework for interim trade deal to advance bilateral pact talks
    The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral trade agreement launched earlier this year by President Donald Trump and Prime Minister Narendra Modi.
    Monday 9 February 2026
    Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature
    Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential ahead and across a broader range of applications. He emphasized that AI server manufacturing is becoming increasingly complex, with much faster iteration cycles, a trend that works in favor of Taiwan's ODM industry. As products grow more complex, ODMs will not revert to low-margin models of the past.
    Monday 9 February 2026
    Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
    Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister of Economic Affairs Ming-hsin Kung said on February 5 that despite a high base effect from the previous year, Taiwan is expected to maintain resilience and flexibility into 2026.
    Monday 9 February 2026
    Silicon Motion expands enterprise storage amid NAND supply shift
    NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion an opportunity to grow its market share in NAND controllers.
    Monday 9 February 2026
    India roundup: India's annual budget to boost AI and chip ecosystem
    India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as India diversifies trade partners.
    Monday 9 February 2026
    CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
    Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering a powerful start to 2026. From advanced cooling solutions and ASIC thermal modules to satellite communications components and semiconductor testing services, companies such as Microloops, Universal Microwave Technology (UMT), and MSScorps are seeing demand surge, translating into record revenues and strengthening growth visibility for the year ahead.
    Sunday 8 February 2026
    As AI goes physical, the robotics supply chain reshuffles
    As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and action. This shift toward Physical AI, supported by Nvidia CEO Jensen Huang's repeated public endorsements, is reviving global interest in robotics, an industry historically centered on industrial automation. Supply chain players are accelerating strategic efforts to capitalize on this renewed momentum amid an ongoing industry restructuring.
    Saturday 7 February 2026
    Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
    Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations of Nvidia and also trails Google TPU advancements.
    Saturday 7 February 2026
    RISC-V CEO highlights open architecture's edge-to-cloud potential
    The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration.
    Saturday 7 February 2026
    Nvidia CEO sees digital twins driving robot surge in next decade
    Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying humanoid robots effectively in factories lies in the deep integration of AI with digital twin technology.
    Friday 6 February 2026
    India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
    India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic growth. The measures aim to strengthen supply chains, reduce import dependence, and institutionalize compliance frameworks for both domestic and foreign investors.
    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 as their main competitive threat.
    Friday 6 February 2026
    Pegatron partners with Sysgration to expand BBU for US-made AI servers
    Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.
    Friday 6 February 2026
    South Korea aims to lead global quantum chip manufacturing by 2035
    Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government recently unveiled its first quantum cluster basic plan. The aim is to build a robust quantum ecosystem and catch up with the currently leading countries.
    Friday 6 February 2026
    Nvidia delays new gaming GPU as AI boom strains memory supply

    Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory chips intensifies, underscoring how the artificial intelligence (AI) boom is reshaping priorities across the semiconductor industry.

    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 company attributed this performance to its AI servers becoming the largest growth driver for the group, alongside early PC customer orders that softened typical seasonal slowdowns in the first quarter of 2026.
    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 artificial intelligence (AI) servers, which have boosted shipments of cloud and networking products. Despite entering the traditional off-season, the company's first-quarter 2026 outlook remains robust.
    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 imbalance to persist with no short-term resolution, potentially extending its impact into the second half of 2027 or even 2028.
    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 by U-Media's review committee on February 4, with the benefits to its operation expected to emerge within one year after completion.
    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 Tzu Hsien Tung expressed a more optimistic view, highlighting the dominance of smartphones over the past 16 years and the potential for future growth driven by emerging markets.
    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 hikes due to higher metal costs, most Taiwanese manufacturers remain cautious as end consumer demand stays weak.
    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 AI company, according to a report by The Information. The talks highlight how major cloud providers are seeking closer relationships with leading AI model developers as competition in consumer and enterprise AI accelerates.

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