Samsung regains DRAM leadership from DDR5 surge

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%.

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GMI Cloud’s US$500 million project positions Taiwan as Asia’s AI infrastructure hub

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets.

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Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets.

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South Korea joins ‘Stargate UAE’ project to build major data center hub

South Korea has announced a partnership with the United Arab Emirates (UAE) to support the US-led “Stargate UAE” initiative, a project designed to build the world’s largest artificial intelligence data center complex outside the US. The agreement focuses on establishing the necessary computing power and energy infrastructure for the massive facility.

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US approves advanced chips for Saudi Arabia to foster global AI hub

After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia’s Humain, marking a major milestone for both Gulf nations as they ramp up their AI capabilities. Each company will receive computing power equivalent to 35,000 Nvidia GB300 processors. These chips are part of Nvidia’s Blackwell series and arguably the most advanced AI chips currently available. The exports are contingent on strict security measures and reporting requirements, including provisions designed to prevent diversion to foreign adversaries or Chinese technology.

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Taiwan solar stalls amid regulatory blockade as Germany advances V2G grid resilience

Amid the global RE100 movement and intensifying net-zero transition, electricity has shifted from a basic utility to a strategic resource shaping national competitiveness and geopolitical positioning. Yet Taiwan’s domestic solar industry is being pushed toward collapse by internal regulatory constraints that function as self-imposed roadblocks.

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