Tech Forum 2026: Telecoms pull back on 5G as agentic AI sparks new momentum for 6G

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks.

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Samsung reportedly wins majority of Nvidia’s 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia’s next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a “second HBM” — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported.

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Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027

DIGITIMES’ Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily year-over-year. Despite inherent challenges such as weight limiting breakthroughs in functionality and battery life, deep integration of AI applications will create new development opportunities and ultimately define the ceiling for AI glasses advancement.

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Nvidia’s Jetson Thor platform drives edge-AI surge as Edom eyes medical assistive devices as mainstream applications

Taiwan’s Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia’s newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency.

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Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply

At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp jump in memory prices pushed supply-chain costs higher. Global smartphone shipment growth has been revised to negative 1.6%, with total volumes estimated at about 1.202 billion units.

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Tera Auto Tech eyes military and AI growth, optimistic for 2026

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan’s defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense’s Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company’s core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.

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IT panel makers lock prices as memory prices surge

IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory, putting pressure on panel makers to hold the line on IT panel prices. This is especially true for mainstream monitor panels, whose quoted prices are already near total cost, making price locking a top priority.

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