GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
GlobalWafers chair sees Taiwan’s semiconductor edge, says AI is irreversible
GlobalWafers’ Texas plant holds six-phase expansion potential
Kioxia warns of tight NAND supply through 2027
Kioxia, the world’s third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year and expects tight supply conditions to persist through 2027, according to comments from a senior executive cited by South Korean media.
Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla
Nvidia overtakes Apple as TSMC’s largest customer
Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC).
Commentary: In Bravia’s handover, can TCL keep Sony’s premium promise?
Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony’s home entertainment business, including TV and audio product R&D, manufacturing, operations, and after-sales services. The new entity is expected to begin operations as early as April 2027, effectively placing the future of the Bravia brand under TCL’s operational control.
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
Mercedes-Benz scales back L3 autonomy as AI reshapes the auto industry
Despite the debut of the Alpamayo self-driving AI architecture by Nvidia at CES 2026, Mercedes-Benz, the earliest adoptor of the architecture, instead turned to focus on enhanced Level 2 systems (L2+) with the removal of the L3 autonomous driving functionalities in the refreshed version of its flagship S-Class in late January.