Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling the company to enter the US server supply chain and the enterprise storage market. According to Pua, large server customers have proactively approached Phison to help secure supply, while NAND flash prices continue to trend upward. Consumer and channel markets are unable to bear the cost pressure, pushing the storage industry into a phase of structurally strong long-term demand.

South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology. The foil is intended as an anode current collector in all-solid-state batteries and is undergoing sample evaluations with global battery and automotive manufacturers.

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow’s corporate workflows, enhancing capabilities in voice customer service, IT automation, and computer operations. The collaboration aims to streamline routine tasks and improve data access across legacy systems.

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However, competition in the AI PC segment is intensifying rapidly.