NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade their processes, Samsung Electronics will cease shipments of MLC NAND by the end of the second quarter of 2025, repurposing cleanroom space for DRAM production. Meanwhile, 3D NAND capacity is shifting toward V8 and V9 stacking technologies, leading to a substantial reduction in overall NAND output in 2026.

The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and Bus Corporation (MFTBC) and Foxconn Technology Group have announced the establishment of a new, jointly owned bus company, signaling a fundamental restructuring of Fuso’s bus business that moves beyond their earlier zero-emission vehicle (ZEV) collaboration, set for August 2025. This marks Foxconn’s transformation from parts supplier to vehicle manufacturer—a shift with significant implications for Japan’s public transport decarbonization and the broader electric vehicle sector.

China’s National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry.