The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics’ move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.

Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan’s AI and semiconductors by the US and the rest of the world, allowing Taiwan to maintain a strong growth momentum.

Current KMT legislator Ju-chun Ko is striving to shepherd the draft bill for the AI Basic Act through its third reading, continuing the work of former fellow KMT legislator Jason Hsu. In response to Ko’s persistent inquiries on the subject, Premier Jung-tai Cho noted that although the Executive Yuan has reservations regarding certain aspects of the bill, regulating AI does not mean stifling innovation, and he has instructed the Ministry of Digital Affairs (MODA) to expedite a draft proposal to the Executive Yuan for further discussion.

With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology’s semiconductor display business is staging a strong comeback. According to its 2024 annual report and 2025 first-quarter results released on April 29, TCL posted record-high figures in its display segment, with robust revenue and profit growth underscoring its strengthened position in a recovering industry.