DIGITIMES chairman Colley Hwang pointed out that from 2025 to 2026, the technology industry will revolve around three key terms: artificial intelligence (AI), semiconductors, and Donald Trump.

MediaTek’s much-anticipated AI PC chip with Nvidia has yet to launch, but the Taiwanese firm is making headway in Chromebooks. Industry insiders argue that if Chromebooks were treated as mainstream PCs, MediaTek’s processors would already meet the bar for AI PC chips.

China’s push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates the company is now quietly investing in DRAM. The move underscores YMTC’s ambition to extend beyond NAND dominance, using its patented Xtacking technology to break into DRAM and challenge the world’s top three players.

Kaynes Semicon, a subsidiary of Kaynes Technology and India’s first advanced OSAT and module manufacturer, has announced a series of strategic partnerships during Semicon India 2025, held from September 2-4, 2025. The collaborations underscore India’s push to expand its semiconductor manufacturing and testing capabilities, while positioning Kaynes as a key industry player, according to multiple reports, including The Economic Times, Electronics Media, DQ India, and Devdiscourse.