The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first quarter of 2026. The company expects DRAM price increases from the fourth quarter of 2025 to sustain through the second quarter of 2026, marking three consecutive quarters of growth and effectively doubling contract prices year-over-year. Furthermore, Winbond’s new production capacity planned for 2027 has already been fully booked.

Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and PCBs since 2025. Although not all suppliers succeeded in increasing prices, the overall cost pressure has pushed panel manufacturers to focus more on ultra-large-size TV panels, prompting modest capacity expansions.

As generative AI enters the creative process and music material becomes easier to use, the music industry faces escalating copyright and plagiarism challenges. South Korean startup Mippia focuses on music IP protection, combining AI expertise with a deep understanding of music production to offer quantifiable, explainable detection tools that reduce disputes over plagiarism and clarify responsibilities for AI-generated content.

Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes’ “3DEXPERIENCE World 2026” and the Cisco AI Summit. As AI reshapes industries worldwide, Dassault Systèmes and Cisco are focusing their annual conferences on how AI transforms end-to-end design and manufacturing processes, as well as its impact on global economic systems and regulatory frameworks.