2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply shortage may be difficult to resolve. While vendors are seeking alternative solutions, product specifications are expected to become increasingly polarized as scarcity persists.

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Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region, the companies announced. The collaboration, revealed in early May, will see Compal supply GPU server systems and high-density, liquid-cooled AI platforms tailored for large-context model training and high-concurrency inference workloads.

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