Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck
Feb 4, 2026, 11:21 pm By DIGITIMES
Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive,…Amazon explores deeper OpenAI ties as AI competition intensifies
Feb 4, 2026, 11:16 pm By DIGITIMES
Amazon is in discussions to secure special access to OpenAI's technology as it considers a…Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play
Feb 4, 2026, 10:46 pm By DIGITIMES
Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer…MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
Feb 4, 2026, 10:42 pm By Jingyue Hsiao
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific…Singapore highlights photonics drive for chip innovation at APE 2026
Feb 4, 2026, 10:41 pm By Sherri Wang
Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology…Wi-Fi, auto, and data center momentum underpin Skyworks' broad market confidence
Feb 4, 2026, 10:20 pm By DIGITIMES
Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key…Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook
Feb 4, 2026, 9:55 pm By DIGITIMES
At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns…AI factories will power a trillion-dollar reindustrialization, says Jensen Huang
Feb 4, 2026, 9:35 pm By Elaine Chen
Nvidia chief executive Jensen Huang said the world has entered a decisive moment of…MediaTek charts data center ASIC expansion even as smartphone sales slow
Feb 4, 2026, 9:25 pm By Levi Li
MediaTek held its earnings briefing with investor focus centered on application-specific integrated…Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures
Feb 4, 2026, 9:10 pm By DIGITIMES
Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP…Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth
Feb 4, 2026, 8:55 pm By DIGITIMES
Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move…Qualcomm accelerates push beyond phones: Targets AI PCs, robotics, and data centers
Feb 4, 2026, 8:49 pm By DIGITIMES
Qualcomm is accelerating its diversification beyond smartphones, moving towards AI PCs, robotics and…Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
Feb 4, 2026, 8:38 pm By DIGITIMES
Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial…Infineon pivots capacity to AI power as automotive recovery drags
Feb 4, 2026, 8:32 pm By DIGITIMES
Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026…Alphabet pledges record $185 billion capital spend as AI fuels cloud boom
Feb 4, 2026, 8:17 pm By DIGITIMES
Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending,…Jiin Ming expands into energy storage EPC services and drones, targets ISR defense market
Feb 4, 2026, 6:57 pm By Kevin Wang
Jiin Ming Industry is transitioning from conventional metal stamping into drones and engineering,…AEMC joint venture to build semiconductor adhesives R&D center in Southern Taiwan Science Park
Feb 4, 2026, 6:57 pm By Elaine Chen
Shin Bao Hong Technology (transliteration), a joint venture backed by three Taiwanese firms:…Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Feb 4, 2026, 6:56 pm By DIGITIMES
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final…Sam Altman calls Moltbook a 'fad' after security breach
Feb 4, 2026, 6:56 pm By DIGITIMES
A viral social network designed for artificial intelligence agents has sparked debate across the…China smartphone market and industry, 4Q 2025
Feb 4, 2026, 5:03 am By DIGITIMESSmartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first…
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