Shinkong’s new growth story starts with GPU packaging and e-paper

Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.

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Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand

The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage in the market. To address this trend,Formosa Plastics subsidiary Nan Ya Plastics and Japan’s leading manufacturer Nitto Boseki (Nittobo) have announced a strategic partnership focused on specialized glass-fiber fabrics.

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TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain

To support the semiconductor industry’s net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan’s first certified blue ammonia in 2025, beginning sales in the second half of 2025. Initial volumes were limited due to customer certification processes, but TFC expects a significant increase in shipments in 2026 as demand from the semiconductor sector gradually grows.

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December memory prices surge as the real crunch lies ahead

Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General Manager Gerry Chen. He said the market is only entering the early phase of a multiyear shortage and that the real crunch will emerge in the first half of 2026 once distributors finish clearing inventory.

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Samsung reportedly nears December verdict on Nvidia HBM4 tests

Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company’s most significant comebacks in the high-end memory market in recent years, according to South Korean outlet Newdaily. At the same time, reports from ZDNet Korea and The Korea Herald say Samsung has overhauled its memory development organization to stabilize HBM production and challenge SK Hynix’s lead.

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