On February 9, the domestic memory sector delivered a strong performance, with the A-share memory chip segment rising by 2%. Montage Technology’s A-share closed at 173.45 yuan, up 6.06%, while it soared 64% in Hong Kong debut. GigaDevice’s A-share gained 6.09% and its H-share rose 11.43%, benefiting from the accelerated substitution of domestic DRAM products. Longsys and BIWIN also advanced by 2.07% and 2.55% respectively, highlighting the high prosperity of the domestic memory industry chain.

On February 9th, SK Hynix's stock price surged 6.3%, closing at 892,000 won, benefiting from the progress of HBM4 mass production and the soaring NAND prices. The market reacted positively to its plans to build a new advanced packaging plant at its Cheongju factory. Samsung Electronics' GDR fell slightly by 0.423% that day, closing at $2,828.00, a normal adjustment due to short-term market volatility. It remains strongly supported by the memory supercycle in the long term, and its stock price on the Seoul Stock Exchange rose in tandem, with a cumulative increase of over 30% this year.

In a report dated February 8th, Goldman Sachs stated that the global memory market may face its most severe supply shortage in history between 2026 and 2027, with the supply-demand gap for the three core memory chips—DRAM, NAND, and HBM—expected to widen significantly simultaneously. The report specifically pointed out that even if demand for smartphones and PCs declines more than expected, continued strong server demand will be sufficient to buffer the impact and support a tight overall market. According to its latest forecast, the DRAM supply shortage will reach 4.9% in 2026 and 2.5% in 2027, a significant increase from previous expectations. The shortage in 2026 is particularly severe and is expected to be the most serious in the past fifteen years.

On February 7th, Qualcomm announced the successful completion of the tape-out process for 2nm chip in India and showed wafer samples to the public. The breakthrough marks a significant milestone in Qualcomm's global semiconductor technology roadmap and highlights India's central role in Qualcomm's strategic development. The design that completed tape-out is expected to be used in Snapdragon 8 Elite Gen 6 processor and Snapdragon X Elite 3 chip, powering flagship Android smartphones by the end of 2026. Furthermore, Ashwini Vaishnaw, Minister of Indian Electronics and Information Technology, indicated that the next step for India is to establish domestic 2nm wafer fabrication plants.

According to foreign technology journalists, Apple is set to launch multiple new products globally from mid February to early March 2026. The lineup may include iPhone 17e, new iPad models, and MacBooks equipped with M5 Pro/Max chips. The release focuses on  mid-range versions and performance upgrades, aiming to strengthen its spring product lineup. While specific dates and regional plans have not been disclosed, the launch is expected to be conducted primarily online. The launch may be seen as a response to intensified competition in the second quarter and an improving supply chain situation.

Semiconductor Industry Association (SIA) announced that global semiconductor sales hit a historic high in 2025, reaching $791.7 billion, a year-on-year increase of 25.6%. As major global technology companies invest hundreds of billions of dollars in building AI data centers, the rapid growth trend of last year is expected to continue through this year, with global semiconductor sales projected to reach $1 trillion this year.

Benefiting from the surge in demand for AI servers and rising storage prices, Transcend Information's revenue reached NT$4.76 billion (approximately RMB1.0472 billion) in January 2026, representing a 55.68% increase month-over-month and a significant 440.61% increase year-over-year, setting a new monthly record.

According to reports of South Korean media citing industry insiders, Samsung Electronics plans to start shipping HBM4 chips as early as next week, following the Lunar New Year holiday, for use in graphics processing units (GPUs) made by Nvidia. Nvidia's GPUs are widely used in generative AI systems. Samsung has passed Nvidia's quality certification process and secured purchase orders, noting that the production schedule was finalized to align with Nvidia's launch plans for Vera Rubin.

UMC recently announced its January revenue figures, achieving NT$20.862 billion (approximately US$668 million), an 8.2% increase compared to the previous month and a 5.33% increase compared to the same period last year, marking a solid start to the year. The company previously stated in its earnings call that wafer demand remained stable in the first quarter, with 22nm platform wafer starts expected to accelerate, and other new solutions continuing to be adopted by customers. Shipments and average selling prices are projected to be roughly flat this quarter, with capacity utilization at approximately 74% to 76%, and gross margin expected to be between 27% and 29%. The company remains confident in a return to growth by 2026.

On February 5, Hon Hai announced that its revenue for January 2026 reached NT$730 billion, representing a year-on-year increase of 35.53% and a month-on-month decrease of 15.39%. This marks the highest revenue for the same period in its history. Looking ahead to the first quarter of 2026, although the fourth quarter of 2025 achieved a record high in revenue and ICT products are gradually entering the traditional off-season, the current business outlook for the first quarter is better than last month. Shipments of AI server racks continue to grow at an accelerated pace, and the performance of consumer smart products has also exceeded previous expectations. It is anticipated that the seasonal performance for this quarter will surpass the average level of the same period over the past five years.

On February 6th, Macronix Electronics announced its January 2026 revenue of NT$3.017 billion(approximately RMB 664 million), a 14.6% increase compared to the previous month's consolidated revenue of NT$2.632 billion(approximately RMB 579 million), and a 51.4% increase compared to the same period in 2025's consolidated revenue of NT$1.993 billion(approximately RMB 438 million). The overall performance was strong, continuing the previous recovery and growth trend, benefiting from the semiconductor industry's rebound and the company's own strategic positioning.

According to foreign media reports, industry sources indicate that delivery times for Intel's 4th and 5th generation Xeon Scalable processors have reached up to six months, with prices rising by approximately 10%. Delivery times for some AMD products have also extended to 8-10 weeks. Intel stated that the increasing adoption of AI has driven up demand for traditional computing, and it expects supply to improve in the second quarter of 2026; AMD claims its supply chain can guarantee global customer demand. This supply fluctuation is primarily due to market demand and supply chain adjustments.

According to media reports, global power semiconductor leader Infineon has recently issued a price hike notice, announcing an increase in the prices of power switches and related chip products starting from April 1, 2026. The price increase is primarily driven by supply-demand imbalances and cost pressures. On one hand, the rapid expansion of AI data centers has led to a surge in demand for related chips, straining supply. On the other hand, the continued rise in raw material and infrastructure costs has further escalated price pressures.

On February 5, 2026, local time, Amazon's stock price fell by more than 4% after the company announced a significant increase in its investment in artificial intelligence. The company expects capital expenditures to increase to approximately $200 billion in 2026, a year-on-year increase of nearly 60%. The substantial increase in spending, coupled with its cloud computing division's lagging performance compared to competitors in the fourth quarter, raised concerns about pressure on the company's profits, leading to significant downward pressure on the stock price.

Philink Electronics' January revenue reached a record high of NT$10.452 billion (approximately US$334 million), a year-on-year increase of 189%. CEO Jiancheng Pan stated that total shipments of controller chips increased by 160% year-on-year, while shipments of high-margin industrial-grade chips and bit chips also increased by nearly 70% and 51% respectively, demonstrating the significant effectiveness of its high-end customized market strategy. Currently, NAND Flash supply remains tight, with manufacturers adopting conservative expansion strategies, resulting in a global supply gap of nearly 20%. Phison is focusing its resources on high-value-added markets such as enterprise-grade SSDs and AI storage to address strong demand and enhance profitability. The company believes that even with increased production capacity, it will be difficult to reverse the global shortage and price increases in the short term.