China’s DRAM surge could upend global memory prices and supply chains, warns Etron

The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China’s market share to 40% within two years and disrupting global pricing and industry structure.

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AI servers remain in high demand, says Quanta chair

Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and GB300 models that Quanta produced for 2025 are designed to meet the demands of this second stage. He added that AI server computing power will increase tenfold over the next two years, and Quanta is already prepared for this growth. Lam expressed his excitement as an engineer about the many applications of AI.

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Samsung Display is ready with a new QD-OLED brand identity

Samsung Display introduced a new brand identity for its QD-OLED technology that reflects its exceptional image quality and unique value. The new logo visually represents the letter “Q” from QD-OLED, incorporating a blue color symbolizing the blue OLED technology and a gradient symbolizing QD-OLED’s distinctive wide color spectrum. Introduced in late 2021, QD-OLED technology has been incorporated…

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Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak

Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging “white list” transfers, has provided solid momentum for first-half growth. However, demand from international IDM customers in the automotive and industrial sectors remains sluggish, with no clear signs of recovery.

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