December memory prices surge as the real crunch lies ahead

Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General Manager Gerry Chen. He said the market is only entering the early phase of a multiyear shortage and that the real crunch will emerge in the first half of 2026 once distributors finish clearing inventory.

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TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain

To support the semiconductor industry’s net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan’s first certified blue ammonia in 2025, beginning sales in the second half of 2025. Initial volumes were limited due to customer certification processes, but TFC expects a significant increase in shipments in 2026 as demand from the semiconductor sector gradually grows.

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Samsung reportedly nears December verdict on Nvidia HBM4 tests

Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company’s most significant comebacks in the high-end memory market in recent years, according to South Korean outlet Newdaily. At the same time, reports from ZDNet Korea and The Korea Herald say Samsung has overhauled its memory development organization to stabilize HBM production and challenge SK Hynix’s lead.

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Taiwan eyes overseas tech parks to help Taiwan SMEs expand globally

Taiwan’s tech industry is set for a major transformation in international expansion, amid the ongoing restructuring of global supply chains and geopolitical shifts. In his capacity as chairman of the Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA), Hon Hai (Foxconn) chairman Young Liu has pledged to replicate Taiwan’s science park model overseas, a bid welcomed by many small and medium-sized enterprise (SME) owners, who hope for swift implementation of such plans.

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