
Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.
Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply, with the company prioritizing shipments to long-term customers in industrial, automotive and gaming markets.



