Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential successor to high-bandwidth memory (HBM). Although the initial deployment volumes are relatively modest compared to HBM, industry analysts suggest the move could trigger a wider transformation in the memory and substrate sectors.

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half of 2025, following small-scale deliveries of US-based AI server cooling distribution unit (CDU) boards starting from the second quarter, the company expects a stable surge in orders in the third quarter, potentially driving an operational split of 40% in the first half and 60% in the second half of the year.

EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete inventory digestion and resume orders. The company plans to introduce next-generation eMMC and PCIe SSD products, which are projected to contribute to higher revenue and maintain gross margins exceeding 40%. EmBestor aims to outperform its financial results from 2024.