South Korea’s KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia’s supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined with projections that SK Hynix will sell out its memory lineup that year, the firm forecasts that the two Korean chipmakers’ combined market capitalization could surpass KRW1,500 trillion (US$1.02 billion).

Qisda’s connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported by strong customer orders. The company remains highly optimistic about its 2026 outlook.

Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.

As the global space race intensifies, Taiwan’s ambitions in orbit are evolving rapidly. What began as an industry focused primarily on supplying components is now advancing toward full satellite system design and integration. The Taiwan Space Agency (TASA) has been central to this shift. Over more than three decades, the agency has progressed from purchasing foreign-built satellites to absorbing external technologies and, eventually, to designing spacecraft independently—an effort to translate Taiwan’s strengths in semiconductors and ICT into an entry point to the global space supply chain. Its latest mission, Formosat-8, stands as a pivotal test of that strategy.