ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices

Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer applications next year. Despite the supply constraints, ADATA reports no signs of declining market activity, stating that customers are purchasing only what they can obtain as demand outpaces available inventory.

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Oppo focuses on software to boost smartphone competitiveness

Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating system. The company aims to improve user experience through smoother software control and seamless connectivity, seeking to strengthen the software quality that underpins its smartphones. By prioritizing high-quality software, Oppo hopes to further distinguish itself from rivals in the crowded smartphone market.

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China’s chip play: A threat more dangerous than rare earths, says Chris Miller

China’s rapid advance in legacy semiconductors presents a geopolitical risk that is “more dangerous than rare earths,” warns Chip War author and economic historian Chris Miller. In an interview with Nikkei, Miller said Beijing’s heavy subsidies for mature-node chip production are reshaping global supply chains and increasing worldwide dependence on Chinese suppliers.

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HPI Corp sees 3Q25 growth amid enterprise IT upgrade wave, plans overseas expansion

Rising demand for enterprise IT equipment upgrades and cybersecurity has boosted the order intake of system integrators, including HPI Corp, which announced a pre-listing performance briefing for June 18, 2025. The company reported third-quarter 2025 revenue of NT$530 million (US$17.31 million), with a gross margin of 15.34%, up 2.23% year-on-year. Net profit after tax reached NT$27.93 million, a 1.13% increase compared to a year ago.

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