Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.

Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle years of litigation and renew a commercial relationship covering server memory, high-bandwidth memory (HBM), product supply, and technology cooperation.

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year. For the first seven months, consolidated revenue totaled NT$34.086 billion, up 7% year-over-year, as the company entered the traditional peak season.

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped drive a hot multilayer ceramic capacitor market and pushed customer orders higher. The Taiwan-based company reported July consolidated revenue of NT$269 million(US$8.33 million), a record high, while earnings per share for the second quarter of 2025 also reached a quarterly peak as downstream demand accelerated.

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India's manufacturing sector, according to ScanX, IT Voice India, and CRN Asia.

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July revenue jumped 40% from June to a monthly record, extending an explosive second-quarter 2026 performance. The company said higher product prices and tighter supply-demand conditions are driving the surge, and it expects the extreme capacity crunch to continue, with the second half of the year likely to outperform the first half.

Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed interface chip designer remains confident about demand going forward. For global readers, the takeaway is that rising memory prices are reshaping notebook and PC supply chains, yet AI-driven upgrades could still support growth ahead.