The global market for key components has recently seen another wave of price fluctuations. Memory products are experiencing especially significant increases, impacting the industrial PC (IPC) industry. IPC vendors acknowledge that with memory manufacturers successively announcing end-of-life plans and demand from edge computing, AI, and various industrial applications continuing to rise, companies still reliant on DDR4 are feeling the pressure. Prices are unlikely to fall in the short term. To mitigate the impact of these price spikes, IPC manufacturers are being forced to adopt diversified supplier certifications and speed up the integration of new specifications.

US Secretary of Commerce Howard Lutnick recently proposed a 50-50 split in chip manufacturing between Taiwan and the US, claiming the US is nearing major tariff and semiconductor agreements with Taiwan.

US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called “very productive” and ” very good .” The call has sparked cautious optimism that the world’s two largest economies might be finding a new way to manage their intense technological rivalry.