AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend’s multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough for about one year. Shu added that the company has recently broken into China’s cloud service provider (CSP) supply chains, underscoring a structural change in the memory industry.

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company’s semiconductor operations.

Microsoft’s AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion. The report said Taiwan ranked No. 20 globally in local AI adoption in the first quarter of 2026, while the United Arab Emirates (UAE), Singapore, and Norway led global diffusion rates during the same period.

Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC (IPC) maker beyond a traditional IPC supplier profile. Looking to the second quarter of 2026, the company remained cautiously optimistic and said its goal of double-digit full-year revenue growth was unchanged.

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial cooling products, with its electronically commutated (EC) fans expected to emerge as a major growth driver in 2027.

Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue momentum in April, supported by continued expansion in AI data center-related business.