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Thursday 26 February 2026
CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns
Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.
Wednesday 25 February 2026
China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026
As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this March. Asia's leading manufacturing AX expo, Smart Factory & Automation World (AW) 2026, announced on February 12 that key companies spearheading the global humanoid robot industry have confirmed their participation.
Wednesday 25 February 2026
AI agents redraw enterprise software landscape with alliances blurring competitive lines
Artificial intelligence firms are rapidly moving beyond copilots toward autonomous "agents" that can execute business workflows, challenging the foundations of enterprise software even as they partner with incumbents. The result is a complex "frenemy" dynamic that is reshaping product design, pricing power, and competitive positioning across the sector in 2026.
Tuesday 24 February 2026
IBM opens AI GovTech Innovation Center in Lucknow, signals quantum and cloud investments in India
IBM on February 22 inaugurated an AI GovTech Innovation Center in Lucknow, India, as part of a broader push to position artificial intelligence (AI) as core infrastructure for public-sector modernization, while also outlining plans to expand investments in quantum computing, cloud, and semiconductor design in the country.
Tuesday 24 February 2026
Generative AI forces rethink of SaaS pricing and product design, Appier says
Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier CEO and co-founder Chih-han Yu said. He argued that the greatest impact falls on non-native AI SaaS providers.
Tuesday 24 February 2026
AI-driven code automation jolts IBM and signals shift in enterprise technology leadership
IBM's sharp selloff underscores how artificial intelligence (AI) is beginning to challenge long-standing technology moats in enterprise computing, raising broader questions about who controls modernization budgets and the future architecture of corporate IT systems.
Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

Friday 20 February 2026
Google, Apple add music-focused generative AI features
Google and Apple are adding music-focused generative artificial intelligence (AI) features to their core consumer apps. This development underscores how advanced AI tools are moving into mainstream use. At the same time, it marks the continued debate of copyright in AI content generation.
Wednesday 18 February 2026
Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset.
Friday 13 February 2026
Why Singapore is drawing Taiwanese tech firms and SMEs

As geopolitical dynamics shift, Singapore has emerged as a focal point for Taiwanese and international investment, underpinned by its stable financial system and neutral political stance. The city-state offers distinct advantages for established companies, startups, and mobile talent, though it maintains rigorous standards for entry and operation.

Thursday 12 February 2026
Canada prepares safeguards ahead of Chinese EV imports
The first wave of Chinese electric vehicles is expected to enter the Canadian market in February 2026 under a new trade arrangement. But alongside the arrival of lower-cost cars comes a surge of anxiety in Western capitals over data security, remote-control capabilities, and the geopolitical risks embedded in connected vehicles.
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal an investment surge driven by the rapid expansion of generative artificial intelligence. Combined capital expenditures by the group are now estimated to reach between US$600 billion and US$630 billion. This far exceeds market expectations and rivals the annual gross domestic product of many mid-sized nations.
Wednesday 11 February 2026
Anthropic faces trademark lawsuit in India as it expands local operations
A trademark dispute has emerged in India as US-based AI company Anthropic accelerates its expansion in the country, highlighting tensions that can arise when global AI firms enter fast-growing local markets, according to Hindu Business Line and TechCrunch.
Wednesday 11 February 2026
Amazon and STMicroelectronics expand collaboration on data center chips

Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing specialized chips for data center infrastructure, as cloud computing giants race to improve performance and energy efficiency amid surging demand.

Monday 9 February 2026
ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next
Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness and supplementary education, both posting annual compound growth rates above 20%. The company is now positioning subscription payments and receivables financing as its next major revenue engine.
Monday 9 February 2026
Weekly news roundup: chips, software, geopolitics reshape tech
Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026.
Monday 9 February 2026
India reportedly explores linking UPI with China-linked Alipay+ to expand cross-border digital payments
India is in talks with Ant International, the Singapore-based payments firm with roots in China's Ant Group, to link its Alipay+ cross-border payments platform with India's Unified Payments Interface (UPI), a move that could significantly expand the overseas usability of India's dominant digital payments system, two government sources told Reuters.
Sunday 8 February 2026
Nvidia and Dassault Systèmes deepen partnership to bring AI into the physical world
Dassault Systèmes announced that it will undertake its largest-ever technology integration with Nvidia, deepening a partnership that spans more than 25 years. Under the expanded collaboration, the two companies will embed accelerated computing, generative artificial intelligence, and digital twin technologies throughout engineering design and manufacturing workflows, jointly positioning themselves at the forefront of Physical AI and so-called world foundation models.
Sunday 8 February 2026
CyCraft bets on real-time AI defense over forensics

The global cybersecurity industry is entering a structural transition. A talent shortage exceeding five million professionals, combined with the rapid rise of AI-driven automated attacks, is rendering traditional defense models based on manual forensics increasingly ineffective.

Sunday 8 February 2026
SpaceX seeks approval for a vast orbital data center in space

SpaceX has filed an application with the Federal Communications Commission seeking approval to deploy as many as one million satellites, outlining an ambitious plan to build what it calls an "orbital data center system." The network, designed to operate entirely in space, would process large-scale artificial intelligence workloads in orbit, effectively functioning as a vast, distributed supercomputer circling the Earth.

Sunday 8 February 2026
Google named Apple's preferred cloud provider as AI partnership details remain unclear
Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence, even as both companies continue to withhold detailed disclosures.
Friday 6 February 2026
Anthropic launch adds pressure on the enterprise software sector
Artificial intelligence startup Anthropic, on February 5, 2026, released an updated AI model as investors continued to reassess the impact of rapid advances in generative AI on the traditional enterprise software sector.
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 argued new capacity is being monetized immediately, with custom silicon and agent-driven workloads expected to sustain long-term returns despite near-term margin pressure.
Thursday 5 February 2026
Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers
Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and data centers, even as near-term handset revenues face supply-side pressure. During its fiscal first-quarter earnings call, the company highlighted expanding momentum across multiple AI-driven platforms, underpinned by its focus on power-efficient computing, edge intelligence and specialized architectures.
Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale model training. Spending is moving away from conventional, general-purpose servers toward high-performance computing platforms built specifically for AI training and inference. This transition is ushering the server supply chain into a new phase of structural growth.