Market fears over Nvidia’s next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved. Nvidia has now confirmed a mass-production plan with ODMs and key suppliers, putting development back on track and pointing to a volume ramp from the third quarter of 2026.

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.

Taiwan’s legislature recently passed the final version of a special defense budget totaling NT$780 billion (approx. US$24.75 billion), but drone-related funding was not approved. The decision has drawn attention from Taiwan’s domestic drone industry, with groups including the Taiwan Defense Industry Development Association (TW-DIDA) and Taiwan National Drone Industry Association (TNDIA) issuing statements calling for continued efforts to strengthen Taiwan’s democratic supply chain.