Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company expects this move to significantly increase its AI value content, reduce reliance on memory industry cycles, and enter a harvesting phase for revenue growth starting in the first quarter of 2027. The benefits are expected to emerge over the next two years.

AI-driven high-speed computing and data transmission are driving up chip performance and cooling requirements worldwide, and Niching Industrial Corp. said its acquisition of Ming June Yuan will help improve profitability as the market shifts toward larger, hotter-running chips and more advanced thermal materials.

Qisda is accelerating its transformation into an AI solutions provider amid the intensifying AI race. President Cally Ko has highlighted changes to the company’s AI roadmap since taking the helm, aiming to build a full AI ecosystem spanning data centers, edge computing, and vertical applications by integrating hardware and software resources across the group.

China-based AI smart eyewear brand Rokid has accelerated its global expansion and technological roadmap, supported by a wave of momentum across its hardware and open AI ecosystem. From major software upgrades to record-breaking market demand and new regional territory launches, the company is solidifying its position at the forefront of spatial computing.