U.D. Electronic forecasts growth in 2026 as new Vietnam plant and acquisition take effect

Connector maker U.D. Electronic revealed at an investor briefing on March 23, 2025, that it expects significant growth momentum in 2026, driven by the commissioning of its Vietnam manufacturing plant and the integration of Linkpower Electronics. The company highlighted that AI servers and edge computing are pushing transmission speed upgrades, with products supporting speeds above 2.5G projected to exceed 30% of sales next year.

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FIC Group’s optical communication expansion signals improved outlook

FIC Group reported strong demand from its optical communication customers amid ongoing supply shortages. The company’s new Johor Bahru, Malaysia production facility recently passed customer certification. It is slated to begin mass production in the first quarter of 2026. FIC also announced plans for continued capacity expansion at the Johor plant throughout 2026 while exploring semiconductor precision manufacturing growth opportunities.

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Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift

South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand for artificial intelligence accelerators outstrips supply, according to industry sources. The price increase for HBM3E chips comes as manufacturers pivot production resources toward next-generation HBM4 technology, creating an unusual supply crunch for the current industry standard.

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HTC eyes China launch for Vive Eagle AI glasses in January 2026

Following the launch of its first AI glasses, Vive Eagle, HTC has continued to expand its sales channel footprint. Beyond its official rollout in Hong Kong, the company has increased physical demo locations and after-sales service points in Taiwan. HTC is also expected to hold an event in China in January 2026. If AI glasses are introduced in the country, market attention will center on local partnerships, AI function localization, as well as sales targets and go-to-market strategy.

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