Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business is expected to deliver at least triple-digit percentage growth in 2026. He added that capital spending is likely to be revised higher, with most of the additional investment planned for the US and a portion allocated to Thailand.

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass fiber cloth, an obscure but indispensable material in advanced semiconductor packaging.

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.