AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend’s multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough for about one year. Shu added that the company has recently broken into China’s cloud service provider (CSP) supply chains, underscoring a structural change in the memory industry.

Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC (IPC) maker beyond a traditional IPC supplier profile. Looking to the second quarter of 2026, the company remained cautiously optimistic and said its goal of double-digit full-year revenue growth was unchanged.

As India’s semiconductor ambitions move from policy announcements to execution, Lam Research sees the country’s opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain.