The exhibition halls brimmed with visions of the future: autonomous vehicle cabins designed for emotional interaction, humanoid robots capable of perceiving their surroundings with uncanny depth, and increasingly sophisticated in-car AI systems promising to redefine mobility. The spectacle suggested an industry on the brink of transformation.

The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning that meaningful relief is still years away.

The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.

Because of slower customer orders and process optimization at its Southern Taiwan Science Park (STSP) facility, Greenfiltec’s consolidated revenue for the fourth quarter of 2025 was NT$17.5 billion (approx. US$552.5 million), down 11.75% from the third quarter. However, full-year 2025 consolidated revenue reached NT$63.5 billion, a significant 42.15% increase over 2024, driven by a rise in market share for AMC filters used in semiconductors.