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NEWS TAGGED 2026
Tuesday 25 November 2025
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Tuesday 25 November 2025
Apple confirms sales reorganization as leadership uncertainty intensifies
Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple...
Tuesday 25 November 2025
Amazon announces up to US$50 billion investment to expand AI and supercomputing for US government customers
Amazon has announced an investment of up to US$50 billion to expand artificial intelligence (AI) and supercomputing capabilities for Amazon Web Services' (AWS) US government customers...
Tuesday 25 November 2025
Samsung Display vows unbeatable profits for 8.6G OLED production
Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match...
Tuesday 25 November 2025
Taiwanese MEMS probe card makers to double capacity in 2026
The growing adoption of advanced processes below 3nm for AI GPUs and AI ASIC chips is driving a surge in test points and shrinking pitch sizes during the chip probing (CP) stage....
Tuesday 25 November 2025
Zhong Yang's 2026 growth driven by automotive, drone, and AR
At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three...
Tuesday 25 November 2025
Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply
Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
Taiwan AI Cloud to launch IPO amid overseas sovereign AI efforts
Taiwan AI Cloud, an AsusTek subsidiary specializing in sovereign AI and medium-scale data center solutions, has officially kicked off its IPO process. CEO Peter Wu announced plans...
Monday 24 November 2025
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'
China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications...
Monday 24 November 2025
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease,...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second,...