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Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger visibility in AI demand helps offset pressures from memory shortages and higher component prices affecting smartphones and consumer electronics....

MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected across cloud data centers and various edge devices. He noted that following the rise of generative AI and agentic AI, physical AI is also anticipated to see more mature applications and development within the next two to three years....

To promote the formal deployment of South Korea's domestic NPU and reduce reliance on Nvidia, LG Consulting & Solutions (CNS), the IT services arm of South Korea's LG Group, has joined forces with local IC design company FuriosaAI. The two will jointly integrate FuriosaAI's second-generation RNGD NPU into LG CNS's enterprise agentic AI platform, targeting the public-sector digital transformation market....

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....

IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin, however, declined slightly due to a higher proportion of CMOS image sensor (CIS) shipments....

The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to suffer the most significant impact. Retailers report that the persistent shortage and price surge of generic DDR memory remain unresolved. Smartphone manufacturers have responded with various strategic measures, including adjusting pricing and downgrading specifications for mid- and low-end models....

Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion in the same period in January 2024....

Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments....

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....

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....

According to ANI and IANS, Qualcomm Technologies has completed the tape-out of its 2-nanometre semiconductor design with significant contributions from its engineering centres in India, underscoring the country's rising importance in the global race toward next-generation chip technologies and aligning with New Delhi's push to strengthen domestic semiconductor design capabilities....

Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST) and US-based Kratos Defense & Security Solutions have announced the successful completion of system integration testing for the Mighty Hornet IV high-speed attack drone in the United States. Following further flight tests and validations, the project plans to incorporate Taiwanese suppliers into the development chain with a goal of achieving 100% Taiwan-made production....

Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional seasonal slowdown....

TSMC chairman C.C. Wei recently visited Japan and appeared alongside Prime Minister Sanae Takaichi to jointly announce that Kumamoto Fab 2 will be upgraded from a 6nm to a 3nm process, signaling Japan's plan to reclaim its semiconductor glory. However, according to supply chain sources, when the Japanese government first invited TSMC to build fabs in Kumamoto, it had already mapped out three major strategies that included advancing advanced packaging and constructing new facilities. Most importantly, Japan aims to leverage its strengths in equipment and materials to reinforce its critical position and bargaining power in the advanced packaging industry chain....

Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning silicon photonics as a key technology for high-speed AI networking....

A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and aggressive investment in AI infrastructure....

According to The Economic Times, India's Electronics and IT Minister Ashwini Vaishnaw said India Semiconductor Mission (ISM) 2.0 will prioritise chip design companies and startups, followed by building a domestic ecosystem for semiconductor equipment and materials, and strengthening the talent pipeline to support end-to-end semiconductor development....

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....

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....

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026, targeting research and development as well as infrastructure upgrades to accelerate the country's transition to next-generation vehicles. Key priorities will include end-to-end artificial intelligence (E2E AI) for autonomous driving, software-defined vehicle (SDV) standard systems, and extended-range electric vehicle (EREV) powertrains....