Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth

Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for the month. Key operational highlights included notebook sales rising 50.6%, desktop PC revenue up 41.9%, gaming and esports-related products growing 53.4%, and commercial product revenue surging 63.4%.

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Analysis: Japan’s supermajority reshapes Asia’s semiconductor competition

Japan’s latest election is being read by global markets as a turning point in industrial policy, capital flows, and technology sovereignty across Asia — not a routine political cycle. Following the February 2026 lower house election, Prime Minister Sanae Takaichi’s Liberal Democratic Party secured 316 seats, crossing the two-thirds threshold and delivering one of the strongest mandates in postwar Japan. The broader ruling bloc with the Japan Innovation Party reached about 352 seats, giving the coalition effective legislative control in the 464-seat chamber.

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US plans chip tariff breaks for tech giants tied to TSMC’s US expansion

The Trump administration is preparing to spare major US technology companies from a new round of semiconductor tariffs as they expand data center capacity to support the artificial intelligence boom, according to the Financial Times. The plan would grant tariff carve-outs to US hyperscalers, including Amazon, Google and Microsoft, with relief tied to the scale of TSMC’s US investment commitments and projected production capacity. TSMC is the world’s largest contract chipmaker.

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Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds

Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics, as one of the world’s largest memory suppliers, holds an advantage this year in securing mobile memory supply and controlling costs compared to competitors.

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