IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in its advanced AI power substrate business. Production lines are running at full capacity, with order visibility clearly extending into the first quarter of 2027. Notably, end-system customers are bypassing OSAT providers to negotiate long-term agreements (LTAs) directly with the company.

As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general manager of Team Group, revealed that module makers have recently received “friendly notices” from upstream memory manufacturers. These notices explicitly state that shipment allocations will be drastically cut in 2027, creating a massive supply gap for DRAM. Upstream manufacturers have reportedly sold out nearly all of their capacity for 2027 through 2028.

Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding cooperation into custom AI chips, AI PCs, automotive, and data centers. But their overlap began more than 20 years ago, during competition in the PC chipset market, when MediaTek, ALi, ULi, and Nvidia were already connected.

As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception capabilities have become core indicators of product maturity. Major humanoid robot makers are actively seeking the best balance between performance and cost efficiency through architecture restructuring, in-house vertical integration, and supply-chain strategic cooperation.