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TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues to run short. As a result, outsourced backend orders are set to increase, with Taiwan's two major IC testing and packaging firms — ASE Holdings and KYEC — emerging as key beneficiaries....

Samsung Electronics set up a dedicated 1,400-ping exhibition hall for CES 2026 to present a more comprehensive vision of its smart home ecosystem. For 2026, Samsung's core strategy centers on the concept of the "AI companion at home," spanning three key scenarios: entertainment, home living, and health....

EV sales momentum slows in 2026 with the global auto market under pressure; The top-3 EV markets see their EV development heading in different directions, shrinking annual growth to 15.2% for the year....

Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks even as the conglomerate insists its net-zero strategy and investment roadmap remain firmly on track....

China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from 25% a year earlier and well above the government's original 30% target. Data from Jiemian News, SCMP, and Cacnews show localization has risen from just 7% in 2020, a nearly 400% increase in five years. In key process steps such as etching and thin-film deposition, Chinese tools now exceed 40% adoption....

EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking the company's formal entry into India's residential energy storage market and an expansion beyond its core automotive business, according to ANI, PV Magazine, and the Economic Times....

SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea. The move aims to meet growing demand for AI memory and bolster the company's semiconductor capabilities, particularly in high bandwidth memory (HBM)....

As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power. Iluvatar CoreX said it will unveil a three-generation GPU roadmap on January 26, 2026, outlining a new GPGPU architecture, cloud-based AI training and inference products, and high-performance computing infrastructure plans....

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products....

Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET News and The Elec, Samsung is in the final evaluation stages of its EUV mask blanks with local supplier S&S Tech and is expected to be completed by January 2026, or by February at the latest. This is the first time Samsung will use domestically produced mask blanks in its EUV process....

PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments....

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now in talks with EssilorLuxottica to double the annual output of its AI-powered Ray-Ban Meta smart glasses to 20 million units by the end of 2026, from an original target of 10 million. If demand remains strong, production could rise to 30 million units, though no final agreement has been reached....

China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally....

The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding application areas. This trend has contributed to robust performances by key industry players E Ink Holdings and Netronix in 2025, with both companies poised to achieve record results in 2026....

Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong adoption of AI smartphones and rising demand for high-end and 5G devices in emerging markets....

Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant's supply chain strategy, though export controls from Beijing may slow implementation, according to Nikkei Asia....

Taiwanese prosecutors have issued an arrest warrant for OnePlus founder and CEO Pete Lau, alleging the Chinese smartphone maker illegally recruited more than 70 engineers in Taiwan as authorities step up enforcement against unapproved hiring by mainland technology firms....

After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and suppliers are reaping the benefits. Taiwan's fab equipment and materials giants now have order visibility stretching beyond 2030....

At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity....

Market research firm Yole Group has forecasted a 43% compound annual growth rate (CAGR) for the photonic integrated circuit (PIC) sector, with co-packaged optics (CPO) module output value growing by 137% annually to reach US$8.1 billion by 2033. Against this backdrop, Taiwan's government has indicated its support for this emerging industry, with efforts underway to advance research, development, and mass production....