NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will revise payment terms. The company said rising NAND prices have sharply increased its funding requirements. To secure a more stable supply, it will discuss prepayment arrangements with customers on a case-by-case basis.

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the company expects full-year performance to surpass 2025, with growth increasingly coming from non-display IC applications, including AI SoCs and edge computing solutions.

Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will decline significantly, with some dropping by as much as 15–20%. For smartphone chip suppliers, this is expected to translate into considerable revenue pressure.

Telecommunications giant Ericsson has announced its participation at the 2026 Mobile World Congress (MWC), scheduled for March 2 to 5 in Barcelona, under the theme “Enter new horizons.” At the event, the Swedish company will collaborate with its global ecosystem partners to demonstrate how AI is driving the evolution of mobile networks and laying critical foundations for 6G.

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

Chunghwa Telecom will participate in the 2026 Mobile World Congress (MWC) in Barcelona, Spain, from March 2 to 5, unveiling its core strategy for “pre-6G next-generation communications.” The company plans to highlight technological advancements and strengthen international collaborations across satellite communications, optical networks, and 5G-Advanced.