DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000 wafers a month to 10,000 as DDR5 and advanced-node migration proceed smoothly.

In a DIGITIMES interview with Acer’s Chao-Guang Yang, senior vice president of the Computing Software Technology Division, Yang stated that an AI PC is essentially still just a more advanced PC. Every major technological upgrade ultimately comes down to applying the newest technologies to make a “better” PC. Most AI PC upgrades are built upon fundamentals such as performance, battery life, lighter design, and integrated peripheral AI functions. The core of Acer’s strategy boils down to making improvements that consumers can naturally adapt to, which will enable smoother penetration into the mass market.

DIGITIMES’ Tech Forum took place on December 3, 2025, with Quanta vice chairman C.C. Leung fully participating and closely following the pulse of the technology industry, particularly developments in the smart glasses sector.

AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of the first adopters of AMD’s “Helios” architecture, a full-stack, Ethernet-based platform built to streamline and accelerate the deployment of large AI clusters.