The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya’s second quarter 2025 operations posted losses that were less severe than expected, downstream memory module manufacturers revealed that Nanya’s DDR4 production capacity will significantly increase in the second half of the year. However, its capacity for the next two quarters is already fully allocated. Meanwhile, Winbond plans to launch an 8Gb DDR4 product in October, with a planned output of only about 2,000-5,000 wafers. Industry insiders are optimistic that Nanya will maintain control over DDR4 8Gb market pricing and influence.

The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump’s proposed tariffs are also placing pressure on import and export trade performance in major countries for the second half of the year. Despite these obstacles, Taiwan has thrived with exports in the first half of 2025, growing by 25.92%, while imports increased by 20.49%. Since Taiwan controls 90% of the world’s AI server manufacturing and shipments, it may continue to maintain high growth in the second half of the year, even if seasonal peaks across industries underperform.

As generative AI tools like ChatGPT capture global attention, a new frontier is emerging—physical AI, or artificial intelligence that can interact with the real world. While large language models are skilled at understanding and reasoning with words, they fall short when it comes to responding to real-world events in real time.

LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment at the Guangzhou OLED plant in China ending, LGD has outlined major plans to turn its operations profitable by the end of the year.