Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers

The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints. Market participants anticipate that the DDR4 supply-demand imbalance will persist for another two to three quarters, leading to price increases for both DDR4 and DDR5 into early 2026. Chinese manufacturers have also raised NOR Flash prices, while Taiwanese suppliers are preparing price hikes starting in the fourth quarter to offset rising costs.

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Lightstar Technology pivots to domestic sourcing, unveils aerospace-grade components

Lightstar Technology is showcasing its high-power products and aerospace-grade polarization-maintaining ultra-mini components at the China International Optoelectronic Exposition (CIOE). The company said the display highlights applications in fiber lasers, optical sensing, and aerospace. Lightstar also emphasized its ability to customize passive components to meet client needs and aims to expand partnerships in optical communications, lidar, data centers, and academic research.

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Taiwan Mobile CIO: AI sparks ‘reversing specialization’ evolution, driving B2C- to- B2B shift

As generative AI matures, the traditional division of labor within enterprises is undergoing a profound transformation. At Taiwan Mobile’s D.E.E.P. Tech Day 2025 on September 9, 2025, Chief Information Officer Rock Tsai introduced the concept of “reversing specialization,” arguing that AI is not merely a productivity upgrade but a force that will redistribute corporate roles, reshape value chains, and accelerate the rise of an “AI agent” ecosystem in external markets.

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Nvidia reportedly asks Samsung to double GDDR7 memory orders

Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung’s memory business revenue. South Korean sources indicate that while Samsung currently trails in supplying fifth-generation high bandwidth memory (HBM3E), its exclusive GDDR7 supply and mass production capabilities could help secure its position in Nvidia’s upcoming sixth-generation HBM (HBM4).

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Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business

Generative AI has moved beyond the “model arms race” into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin announced that the company will invest NT$930 million (approx. US$30.7 million) in 2025 on R&D to create solutions that support enterprises in AI adoption and deployment.

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TASC said to supply PDs for AirPods Pro 3 for heart rate sensing

Apple’s new generation AirPods Pro 3 earbuds are reportedly equipped with a photo detector (PD) in each unit, built by Taiwan-Asia Semiconductor (TASC), allowing the Taiwanese company to expand its presence in Apple’s supply chain. Although the specific application of the component has not been officially confirmed, industry insiders speculate that it is related to the newly added heart rate sensing feature.

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Kyushu to train 1.4 million semiconductor workers amid US$156 billion boom

The Department of Industrial Technology (DOIT) of the Ministry of Economic Affairs (MOEA) hosted the 2025 Taiwan-Japan Technology Summit in Taipei on September 9, 2025, during which Hideyuki Okano, executive director and head of research at the Kyushu Economic Research Center, highlighted the impact of TSMC’s Kumamoto plant on the economic and industrial landscape of Kyushu. The semiconductor industry supply chain is estimated to have generated JPY23 trillion (US$156 billion) in economic impact, and Kyushu authorities are accelerating plans to cultivate semiconductor talent, with a target of 1.4 million people.

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Malaysia steps up semiconductor drive as G2 rivalry spurs new investments

Malaysia is emerging as a key beneficiary of the intensifying US-China technology rivalry, attracting billions in foreign investment as it seeks to cement its role as a critical player in the global semiconductor supply chain. Through a combination of targeted policies and fiscal incentives, Kuala Lumpur is positioning itself as what officials call the “indispensable middle” of the industry.

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