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Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41 billion (approx. US$681.38 million), up 25.2% year-over-year. Net income attributable to the owners of the parent totaled NT$1.86 billion, increasing 21.2% quarterly and 22.3% year-over-year, while earnings per share stood at NT$2.52....

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal projections, with sales expected to nearly quadruple this year to as much as US$18 billion and climb to about US$55 billion in 2027—a roughly 20% increase in its forecast for 2026 compared with earlier estimates....

In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai has outlined breakthroughs in FOPLP technology and expansion plans. After solving warpage in manufacturing, Powertech is targeting yield rates of 95-98%....

After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid....

Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied MLC NAND production capacity and fill market gaps left by major players exiting MLC NAND....

LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion....

In a recent post on social media, Elon Musk unveiled Tesla's latest roadmap for artificial intelligence chips, declaring that development of the company's AI5 chip was progressing well and that work on Dojo 3 would resume. The brief statement masked a significant strategic pivot. Encouraging news around AI5—described by Musk as existential to Tesla—came alongside the revival of the Dojo project, which had been suspended in August 2025. After a five-month hiatus, Tesla's in-house chip strategy appears to be changing course once again....

The Wall Street Journal (WSJ), citing informed sources, reported that SoftBank Group is negotiating a new investment with OpenAI, potentially reaching up to US$30 billion, though final deal terms have not yet been confirmed. Since late December 2025, rumors have circulated that OpenAI is preparing a new funding round, targeting up to US$100 billion, with a valuation potentially reaching US$830 billion, aimed at supporting the company's massive AI research, computing, and talent needs....

"Taiwan Dome" has emerged as a key concept in Taiwan's defense strategy, drawing increased attention across the defense and technology sectors. The approach centers on system integration to build a networked combat architecture, placing greater emphasis on command platforms capable of coordinating operations across multiple domains. Alongside close cooperation between Taiwan's Ministry of National Defense and the US to introduce advanced technologies, Taiwanese companies are also expanding their investments in related areas....

Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the AI5 chip achieves performance comparable to Nvidia's Hopper with a single SoC configuration, and with a dual-SoC configuration, it rivals Nvidia's Blackwell, while maintaining lower cost and pricing. He said that the AI5's development faced challenges, with Musk himself working consecutive weekends for months with minimal days off....

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due to cost and capacity constraints, accelerating the shift toward multi-sourcing strategies....

Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments. The iPhone 17 lineup, which offers added features without price increases, has seen particularly strong demand in China and the US....

Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according to people familiar with the matter. The company is evaluating semi-knocked-down (SKD) assembly and working to obtain local safety and regulatory approvals for additional models, according to Bloomberg, in order to navigate import quotas....

Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion. The agreement aims to support Meta's applications, technologies, and AI infrastructure needs....

Mouser Electronics, a global authorized distributor of electronic components and industrial automation products, added 63 new manufacturers to its line card in 2025, further increasing the range of components available to design engineers and purchasing professionals. The distributor also introduced more than 40,000 new part numbers over the year....

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its production ramp....

Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E market. As medium- to long-term demand expands, Microsoft may eventually adopt a multi-supplier approach, which could intensify market competition....

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia, the Dutch semiconductor manufacturer owned by China's Wingtech Technology, was forced to temporarily halt shipments, triggering fears of supply-chain disruptions across the automotive sector....

Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure. Analysts say resilient cash flow and constructive capital allocation help steady investor sentiment amid an uneven recovery....

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January 27, 2026, at the 16th India–EU Summit in New Delhi by Prime Minister Narendra Modi and European Commission President Ursula von der Leyen....