China is rumored to roll out new AI models during the Lunar New Year holiday in February. According to ijiwei, sources say that ByteDance and Alibaba are preparing to launch a new generation of flagship AI models around the period. Previously, EE Times China noted that recent updates to DeepSeek’s...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...

Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have stepped up scrutiny of customer orders to prevent intentional inventory hoarding. The report adds that the three companies have tightened requirements...

While Samsung and SK hynix’s freshly announced record 4Q25 results, NAND giant SanDisk emerges as another major beneficiary amid the AI boom. According to Barron’s, for the December quarter, SanDisk delivered a clear earnings beat, posting adjusted EPS of US$6.20, far above Wall Street’s US$3....

On January 21, JCET announced a major breakthrough in its co-packaged optics (Co-Packaged Optics, CPO) technology development. Silicon photonics engine products based on its XDFOI® multidimensional heterogeneous advanced packaging platform have completed customer sample deliveries and successful...