Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world’s leading GPU manufacturer, to provide high-end flip chip ball grid array (FC-BGA) substrates for NVSwitch systems. According to South Korea’s Seoul Economic Daily, the agreement marks the company’s first engagement as a supplier of these specific components to Nvidia.

After Huawei transferred the “Aito” brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly consolidated its position in China’s fast-growing new-energy vehicle (NEV) market. While Huawei no longer owns the brand, it continues to provide Seres with technical and marketing support, including smart cockpit systems and advanced driver-assistance technologies.

The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first quarter of 2026. The company expects DRAM price increases from the fourth quarter of 2025 to sustain through the second quarter of 2026, marking three consecutive quarters of growth and effectively doubling contract prices year-over-year. Furthermore, Winbond’s new production capacity planned for 2027 has already been fully booked.

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.