12
Jan
Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence.
12
Jan
WinWay reports record revenue growth driven by AI demand in 2025
Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuit (ASIC) customers. The company’s December revenue reached NT$928 million (US$29.44 million), up 103.79% year over year and 48.42% from November.
12
Jan
CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs
Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world’s only chip company consistently purchasing large volumes of memory and ranks among the largest direct memory buyers globally.
12
Jan
Apple iPhone exports from India reach US$50 billion in 2025
Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company’s accelerating shift of manufacturing away from China and highlights India’s push to expand electronics production through federal incentives.
12
Jan
Taiwan’s Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier
Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry.
12
Jan
LinkCom targets high-end networking as magnetic component sales rebound
With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.
12
Jan
Exclusive interview: Hubble’s CEO explains how Bluetooth could power the next space network
As commercial space activity accelerates worldwide, Alex Haro, the chief executive of Hubble, describes the industry as undergoing a structural shift—one that is transforming satellites from experimental hardware into global digital infrastructure.
12
Jan
AI-driven surge in computing power transforms data center energy architecture
As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia’s Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.
12
Jan
China semiconductor leaders urge caution on Nvidia H200 deals
Following the US government’s decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington’s true strategic intent remains unclear.
12
Jan
China’s humanoid robots outsell US rivals in 2025 shipments
Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders.