The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources, however, say the market is entering a high-price plateau rather than a downturn, with tight supply expected to persist even as higher procurement costs dampen spot-market activity.

As global companies rush to tap the robotics boom, Taiwan’s manufacturers are focusing on a blue ocean strategy centered on components, non-humanoid designs, and non-consumer products. A recent partnership between Taiwan’s Industrial Technology Research Institute (ITRI) and domestic companies has produced a local robot dog platform with a much higher self-sufficiency rate, signaling that Taiwanese firms can help build a non-China supply chain.

Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx. US$581.96 million), up 38.1% from the previous quarter, while gross margin rose to 77.3%. Operating profit increased 44.4% sequentially to NT$14.13 billion, and net income after tax increased 46.5% sequentially to NT$11.9 billion. Earnings per share (EPS) reached NT$27.70, with single-quarter profit significantly outperforming the company’s full-year earnings in any previous year.