With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said the company is actively expanding in the AI server market, achieving growth of 50 to 100% in 2025, and expects to maintain strong growth in 2026. In addition, they expect gaming products to see a price increase of about 15 to 30% in 2026 due to the impact of rising memory costs.
Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from large cloud and AI customers and rising memory prices.
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASICs) has driven rapid demand growth for semiconductor test equipment and test interface products. Under this trend, the company achieved record-high revenue and profit for the full year 2025.
MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina, 2025 revenue reached CNY1.64 billion (US$230 million), up 121.26% year-over-year, while net loss narrowed to CNY781 million. First-quarter 2026 revenue is expected to be CNY400-600 million, with losses of CNY90.8 million to CNY182 million.
As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote at GTC 2026 that AI development has officially shifted from early model training to an era centered on inference and autonomous agents. He significantly raised Nvidia's forecast for the AI infrastructure market size, estimating that related demand will double and surpass US$1 trillion between 2025 and 2027.
In January 2026, Taiwan's Executive Yuan officially approved the Ten AI Initiatives Promotion Plan, coordinated by the National Development Council (NDC) in collaboration with the National Science and Technology Council (NSTC), the Ministry of Economic Affairs (MOEA), the Ministry of Digital Affairs (MODA), and other relevant agencies. As part of this initiative, the MOEA will establish a high-speed silicon photonics (SiPh) verification laboratory to provide testing services that could shorten development timelines for local firms.
Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite rising prices for essential smartphone components, the company maintained full capacity across its semiconductor and display divisions to meet global demand.
Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward again, according to a ChosunBiz report. Uncertainty surrounding demand forecasts following a surge in artificial intelligence (AI) infrastructure investment is complicating decisions on expanding production capacity.
At the Nvidia GTC 2026 conference, Micron Technology signaled a major push in the AI hardware race, announcing high-volume production of memory and storage components purpose-built for Nvidia's next-generation "Vera Rubin" ecosystem.
The air inside the SAP Center carried more than just Silicon Valley anticipation. There was a distinct sense of historical gravity as Jensen Huang took the stage for GTC 2026.
As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the brunt of the memory chip shortage, which has driven up hardware costs and, in turn, hindered both innovation in game development and gamer experience.
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