SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins

The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems continues to strain supply. With conventional DRAM prices firming and capacity expansion remaining cautious, major memory makers are reshaping production strategies to protect margins rather than pursue volume growth.

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Greatek hits full capacity on AI-driven flip chip, QFN packaging demand

Powertech Technology (PTI) and its subsidiary test and assembly firm Greatek jointly held an online investor conference to discuss future operations. Greatek president Yu-Chang Chi said that driven by sustained demand from AI and memory customers, flip chip and QFN packaging lines have reached full capacity. Bumping packaging capacity is also expected to be fully utilized in the coming quarters, leading to a positive outlook for first-half 2026 performance.

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Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its “platform plus ecosystem” model in Asia-Pacific. The company said that by the end of 2025, Huawei Cloud had more than 40 master distributors and over 50 cloud service provider partners outside China, serving over 4,000 customers globally. In the Asia-Pacific region, the company has become the region’s fastest-growing public cloud provider, supported by service teams in more than 10 locations.

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Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at Intel has now extended to AMD, leaving notebook brands that had planned to pull forward orders with limited components available. The dual shortages are clouding the outlook for the notebook market in 2026. Industry observers say Apple is likely to benefit in the near term as Wintel suppliers absorb most of the disruption.

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Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The semiconductor company recently confirmed its SSD controller chips are part of Nvidia’s silicon photonics switch supply chain, signaling deeper industry integration.

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