Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe supply shortages. NOR Flash price increases in the second quarter of 2026 are expected to jump 40–50% quarter-on-quarter from the first quarter, with some product lines even seeing customers willing to pay premiums to secure supply. As for legacy-process products with tight supply, such as SLC NAND and MLC NAND, price hikes are even more aggressive. Second-quarter contract prices are rumored to see year-on-year increases of up to 400–500%, prompting Winbond Electronics to accelerate the expansion of its SLC NAND capacity.

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration.

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.