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Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year....

Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments from CEO Lisa Su on the company's February 3, 2026, earnings call. During the call, Su detailed a strategy focused on enterprise customers and the premium segment to offset anticipated market headwinds....

The US Department of War has invited 25 companies to compete in the first phase of a major initiative to deploy low-cost, weaponized one-way attack drones at scale. The move is part of a broader effort to overhaul the military acquisition system and counter the rising influence of unmanned systems on the battlefield....

Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate efforts to diversify production away from China. The shift is being reinforced by rising electricity consumption from AI data centers, which is driving demand for high-voltage, high-power power management components used in servers and related infrastructure....

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry sources....

HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds Enrique Lores, who is stepping down as president, CEO, and board member to pursue another professional opportunity. The board has established a CEO search committee and retained a leading global executive search firm to assist in identifying Lores's permanent successor....

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean memory giants held rare, nearly simultaneous earnings calls to signal their respective positions in the race for the next generation of high-bandwidth memory....

Vanguard International Semiconductor (VIS) forecasts that the semiconductor market in 2026 will be driven primarily by expanding AI investments and applications, which will broadly boost chip demand. At the same time, inventory corrections for commercial, industrial, and automotive chips are gradually returning to healthy levels, strengthening mature process demand....

Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC interview that Nvidia will participate in OpenAI's latest funding round and is interested in joining the company's planned initial public offering (IPO)....

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....

Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South Korean memory makers for a pivotal contest in 2026 as demand from artificial intelligence accelerators expands. While each company has demonstrated technical readiness, industry participants say yield performance, rather than headline specifications, is likely to determine market share, profitability, and supplier standing in the next phase of the HBM cycle....

Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer demand stabilizes following year-end inventory adjustments. Assuming an average exchange rate of NT$31.3 per US dollar, the company anticipates a 3-5% decline in average selling price (ASP) and gross margin between 28-30% for the quarter....

Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe supply shortages. NOR Flash price increases in the second quarter of 2026 are expected to jump 40–50% quarter-on-quarter from the first quarter, with some product lines even seeing customers willing to pay premiums to secure supply. As for legacy-process products with tight supply, such as SLC NAND and MLC NAND, price hikes are even more aggressive. Second-quarter contract prices are rumored to see year-on-year increases of up to 400–500%, prompting Winbond Electronics to accelerate the expansion of its SLC NAND capacity....

Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang (KMT) leaders led business representatives to Beijing for a cross-strait exchange forum on February 3. Some argue that Taiwan should not deepen ties solely with the US to avoid losing economic resilience, emphasizing the need to maintain trade and investment relations with China....

Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday at an AI conference in San Francisco that the company plans to design and build its own GPUs. The move signals a significant shift in the chipmaker's product focus....

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration....

Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases in aircraft deliveries, injecting fresh momentum into the global aerospace supply chain. Riding that wave, National Aerospace Fasteners Corporation (Nafco), a Tier-1 supplier of engine fasteners to Boeing, is accelerating its capacity expansion. The company has broken ground on the second phase of its Malaysia facility, scheduled for completion in the fourth quarter of 2027—underscoring a striking reality, executives say: the biggest challenge is no longer demand, but production capacity....

In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world....

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement....

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg reported, citing people familiar with the matter. The move comes as the US tech giant seeks to strengthen its AI and cloud capabilities in one of its fastest-growing overseas markets....