Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.

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Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

With the ongoing AI surge driving capacity expansions in Taiwan’s foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.

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AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI’s hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices.

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BYD sales surpass Tesla in 20 countries with vertical integration and local production

Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition reached a dramatic turning point in 2025, as BYD surpassed Tesla for the first time in the UK, while also claiming the title of the world’s top annual EV seller.

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