Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter’s prices in 2027 to boost both market share and profitability.

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration to allow it to buy DRAM from Chinese memory maker CXMT, underscoring the cost, supply, and geopolitical pressures bearing down on the global technology supply chain.

CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium energy storage system aimed at global grid markets.

Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance, marking FIT’s first appearance under the new brand and its third consecutive year at the event. The company said the rebrand consolidated its vehicle charging businesses under a single identity to boost market recognition and address rising competition in the electric vehicle charging infrastructure market.