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DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs
FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations came in below expectations, as the fading effect of China’s subsidy programs and memory shortages weakened smartphone demand, with possible headwinds continuing into 2026. The first quarter is a seasonal low point, with demand expected to recover gradually from the second quarter.
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump
Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected by long-term pricing agreements, but price growth accelerated sharply after the 2026 Lunar New Year. Customer demand remains unchanged. Higher memory costs will pressure ODM gross margins, while final profit and earnings per share (EPS) are expected to remain stable.