Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026, as the company accelerates its transition from a niche receiver-chip supplier into a broader high-speed signal transmission solutions provider.

Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than usual during the traditionally weak first half of 2026, even as brands are set to raise their end notebook prices to reflect the increasing costs, according to sources from the notebook supply chain.

TSMC’s plan to sharply expand its US footprint has reignited debate in Taiwan over technology security, even as the government insists that existing safeguards remain firmly in place.