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TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial intelligence (AI) is reshaping the semiconductor industry's growth trajectory rather than inflating a short-lived bubble....

SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand strains global supply, a senior executive told Reuters....

Dan Cui, head of US business development at Jorjin Technology, stated that as a designer and system integrator for various augmented reality (AR) devices, the company must continuously seek new technologies, components, and suitable partners to build systems and products that best meet the needs of the company, its clients, and end users. Jorjin's Innovix products, featuring 100% active silicon batteries with very high energy density, are particularly suited for boosting device power, especially for always-on AI devices....

The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes....

The development of quantum computing is increasingly taking on the character of a global arms race. Nations and corporations that secure an early lead stand to gain outsized strategic advantages. Quantum computers promise breakthroughs in drug discovery, advanced materials and industrial design. They could accelerate the training and optimization of artificial intelligence models and dramatically enhance military capabilities....

Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said that the future of smart glasses is not tied to all-in-one functionality, but rather depends on accurately addressing users' specific needs. He expects that as technology matures, smart glasses could gradually replace smartphones within the next five years, becoming the primary interface for human-AI interaction....

Taiwan-based advanced materials supplier UHT Unitech has signed a memorandum of understanding with aerospace manufacturer Fong Jaw Aerospace to jointly develop, manufacture and sell a medium-payload vertical takeoff and landing unmanned aerial vehicle branded as Cougar, as the partners seek opportunities in global defense and high-end commercial drone markets....

The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics technologies while advancing system-level solutions....

National Institutes of Applied Research (NIAR) chairman Cheng-wen Wu has called on the Electronic and Optoelectronic System Research Laboratories (EOSL) of the Industrial Technology Research Institute (ITRI) to take up the mantle and connect with the wafer-level and chip-level platforms at the NIAR's Taiwan Semiconductor Research Institute (TSRI)....

Delta Electronics India is set to significantly expand its manufacturing footprint in India, reflecting the company's confidence in the country's growing semiconductor and electronics ecosystem and its alignment with the government's 'Make in India' initiative. The move builds on Delta's longstanding presence in India, where the company has invested in R&D, industrial automation, and smart manufacturing solutions over the past decade....

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and stronger spending momentum, according to JB Park, president and CEO of Samsung Southwest Asia. Speaking on the sidelines of CES 2026, Park said the company plans to expand its artificial intelligence ecosystem across appliances, mobile devices, and other premium consumer electronics in the country....

Reliance Industries, led by billionaire Mukesh Ambani, unveiled plans for a new artificial intelligence (AI) platform under its Jio brand on January 11, designed to allow users to access AI services in their own language. The announcement, made at the Vibrant Gujarat Regional Conference in Rajkot, underscores Reliance's push to scale AI infrastructure and applications nationwide....

Taiwan's government is stepping up cross-ministerial support to build a domestic silicon photonics ecosystem, with a focus on strengthening local capabilities in co-packaged optics materials and supporting industrial deployment under its long-term chip innovation strategy....

At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience. The 130-inch Micro RGB TV uses micron-scale red, green, and blue LEDs as independent light sources and features the Micro RGB AI Engine Pro for color control. It incorporates a narrow bezel design to reduce visual distractions and integrates Vision AI Companion (VAC) technology, enabling cross-device operations such as sending information to The Freestyle's new devices or kitchen appliances....

Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak period, the effects of higher memory prices are beginning to surface. Pull-in momentum from end-device makers has slowed, leading to across-the-board declines in smartphone panel prices across different technology types....

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin is projected at 63–65%, while operating margin is expected to rise significantly to 54–56%....

Samsung Electronics plans to shut part of its 8-inch foundry capacity in South Korea, as the company reallocates resources toward more advanced manufacturing, according to a report from The Elec....

The Taiwanese government has launched a cross-ministerial initiative to advance its "Ten Major AI Infrastructure Projects," focusing on smart applications, critical technologies, and digital infrastructure....

Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a notable milestone in China's push to build a self-reliant AI computing stack. The company said GLM-Image was developed using Huawei's Ascend 800T A2 servers and the MindSpore AI framework, making it the first publicly disclosed multimodal model trained on this domestic hardware platform....

Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding revenue base, according to statements from the company and TechCrunch reports....