As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.

Mitac Digital Technology (MDT) is aiming for double-digit growth in 2026 with the launch of three key initiatives. The company’s automotive infotainment business leads the way for growth through enhanced value from existing customers and successful new client acquisitions, while the smart connected communications segment continues to expand amid the AI wave, and the smart mobility segment—including dashcams—sees steady performance amid an overall downward trend. MDT president Steven Chang is confident that the company will sustain growth despite global challenges.

KingRay Technology, backed by Taiwan’s Ministry of Economic Affairs Industrial Development Bureau, participated in Germany’s XPONENTIAL Europe 2026 under the Taiwan Pavilion to showcase its imaging and AI recognition solutions for military, police, and civilian unmanned vehicles, and to expand into international markets.

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi’an plant in China, marking a key step in its transition to higher-layer memory as demand from artificial intelligence applications accelerates.