Weekly news roundup: chips, software, geopolitics reshape tech
Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026.
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Feb
09
Feb
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin, however, declined slightly due to a higher proportion of CMOS image sensor (CIS) shipments.
09
Feb
GSEO and Kinko post record January revenues in optical industry
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year, marking a new high for the period.
09
Feb
LG CNS partners with FuriosaAI, bringing South Korea’s NPU to enterprise AI services
To promote the formal deployment of South Korea’s domestic NPU and reduce reliance on Nvidia, LG Consulting & Solutions (CNS), the IT services arm of South Korea’s LG Group, has joined forces with local IC design company FuriosaAI. The two will jointly integrate FuriosaAI’s second-generation RNGD NPU into LG CNS’s enterprise agentic AI platform, targeting the public-sector digital transformation market.
09
Feb
Taiwan’s Mighty Hornet IV drone completes US integration test, aims for full local production
Taiwan’s National Chung-Shan Institute of Science & Technology (NCSIST) and US-based Kratos Defense & Security Solutions have announced the successful completion of system integration testing for the Mighty Hornet IV high-speed attack drone in the United States. Following further flight tests and validations, the project plans to incorporate Taiwanese suppliers into the development chain with a goal of achieving 100% Taiwan-made production.
09
Feb
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments.
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Feb
Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle
Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion in the same period in January 2024.
09
Feb
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to suffer the most significant impact. Retailers report that the persistent shortage and price surge of generic DDR memory remain unresolved. Smartphone manufacturers have responded with various strategic measures, including adjusting pricing and downgrading specifications for mid- and low-end models.
09
Feb
India-US trade deal offers tariff cuts, capital goods access to reshape supply chains
New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that this move aims to enhance competitiveness and improve supply chain resilience. This agreement follows discussions between Prime Minister Narendra Modi and US President Donald Trump, focusing on reducing trade barriers between the two nations.
09
Feb
India, Malaysia forge strategic pact on chips, energy and digital payments
India and Malaysia used Prime Minister Narendra Modi’s official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation across semiconductors, clean energy, digital finance, and security that carries implications for supply chains, the Indo-Pacific balance, and South–South economic integration.