The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China’s leading LED manufacturer Sanan Optoelectronics. Under the decision by the China International Economic and Trade Arbitration Commission, Sanan subsidiaries Hubei Sanan Optoelectronics and Quanzhou Sanan Semiconductor Technology are required to pay equipment fees, interest, and compensation to FitTech. After deducting late delivery penalties and part of FitTech’s legal expenses, the total payable amount stands at about NT$1.49 billion (US$47.2 million).

During MediaTek’s earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman Tzu Hsien Tung expressed a more optimistic view, highlighting the dominance of smartphones over the past 16 years and the potential for future growth driven by emerging markets.

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while memory supply constraints in the smartphone market continued to weigh on expectations for mobile-related royalty income.

Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company’s latest earnings call, as rising chip design complexity reshapes customer requirements across multiple end markets.