China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation memory technologies.

Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement flexibility.

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.

Taiwan’s minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan’s industry is currently exploring how to participate in and align with international developments. He stressed that Taiwan should engage with the field before standards are finalized, leveraging its advantages in process technology and advanced packaging — both of which are key factors in quantum computer manufacturing. The country’s system integration capabilities are also crucial for practical quantum technology applications.