05
Feb
The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive growth in January 2026, with consolidated revenue for the month soaring to NT$8.41 billion (US$266.23 million), up 198.92% year over year and 44.78% sequentially. This marks the company’s second consecutive month of record-breaking single-month revenue following December 2025.
05
Feb
Siemens expands EDA stack with AI metrology acquisition of Canopus AI
Siemens has acquired French startup Canopus AI, adding AI-based metrology and inspection software to its electronic design automation (EDA) portfolio as it expands deeper into semiconductor manufacturing workflows.
05
Feb
TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse
TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of this initiative, with estimated equipment investment reaching US$17 billion.
05
Feb
Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset production.
05
Feb
Alphabet’s US$185 billion hardware mandate: Breaking the AI supply bottleneck
Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent supply-side bottleneck.
05
Feb
Amazon explores deeper OpenAI ties as AI competition intensifies
Amazon is in discussions to secure special access to OpenAI’s technology as it considers a multibillion-dollar equity investment in the AI company, according to a report by The Information. The talks highlight how major cloud providers are seeking closer relationships with leading AI model developers as competition in consumer and enterprise AI accelerates.
05
Feb
TCL debuts the dual-mode 4K QD-Mini LED FFalcon 27U8A Pro and 27U8A monitors
05
Feb
TCL launches the FFalcon 27Q7A Pro and 27Q7A QD-Mini LED monitors
05
Feb
BOE showcases breakthrough display technologies and XR innovations at ISE 2026
05
Feb