Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company prepares for sustained growth in AI-driven storage demand.

Innodisk announced a strategic partnership with Qualcomm and Formosa Plastics Group to launch an AI industrial safety vision solution that upgrades surveillance into intelligent video monitoring and decision-making tools. The collaboration combines Qualcomm Insight Platform AI imaging software, Innodisk’s edge AI servers and computing platforms, and Formosa Plastics’ field deployment and systems integration capabilities to deliver GenAI search and natural-language conversation features for industrial sites.

Walsin Technology, one of Taiwan’s leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will raise prices on resistors and selected capacitor products beginning June 1, citing mounting cost pressures and robust demand from AI-related applications. The move makes Walsin one of the first Taiwanese MLCC suppliers to formally implement a new round of price increases, and a sign that the inflationary effects of the artificial intelligence (AI) boom are spreading deeper into the electronics supply chain.

Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.