Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand

Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned vehicles, battlefield sensing, and satellite communications technologies. Western markets are accelerating upgrades to cross-domain combat architectures, fueling requirements for rugged computing platforms, edge AI computers, and long-lifecycle industrial control systems.

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NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads is creating unprecedented demands on data complexity, scale, and security, while presenting significant opportunities for NetApp. He remains optimistic about the company’s 2026 trajectory and noted that global memory shortages have not affected its operations.

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Phihong targets AI networking and LEO with Vietnam capacity rising to 60% by 2026

Phihong Technology is accelerating its Transformation 2.0 strategy by concentrating on high-power, high-margin niche products such as AI server power supplies and low Earth orbit (LEO) satellite power units. The power supply maker is currently reducing reliance on large-volume, low-margin orders like those for mobile phones to improve profitability, President Vincent Lin stated during the company’s December 10, 2025 earnings call.

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Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform

Despite rising offshore wind installation costs due to the pandemic and the Russia-Ukraine war, with some projects experiencing delays, offshore wind remains a critical option supporting Taiwan’s energy independence and corporate green power demand. Developers emphasize strong industrial demand for green electricity but note that market information is insufficient. They call for establishing an independent, credible, and transparent third-party information platform to help buyers assess pricing and timing.

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Micron’s DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output. This is fueling continued growth in outsourced packaging and testing (OSAT) and underpinning an unusually strong fourth quarter of 2025, with visibility now stretching well into the second half of 2026.

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SK Hynix reportedly eyes low-power DRAM foundry to fend off China memory surge

SK Hynix’s rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China’s fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea’s fabless memory output.

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