Analysis: 80% of Samsung's 2026 Memory Pre-sold
KB Securities analysis indicates that 80% of Samsung Electronics' 2026 memory capacity has been pre-sold. This reflects continued tight supply due to AI demand, with shortages expected to persist until 2028.
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Altman: DRAM Should Prioritize Data Centers
OpenAI CEO Sam Altman argued that amid global DRAM shortages, memory should be centralized in data centers rather than distributed to personal PCs. He believes local AI inference leads to resource underutilization and that prioritizing data center capacity is more efficient for meeting compute needs.
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Murata Invests $630M in MLCC Capacity for AI Servers
Japan's Murata Manufacturing plans to invest 1 trillion yen (approx. $630 million) over the next five years to expand MLCC production capacity. The investment targets the growing demand for components driven by AI servers.
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Samsung 2027 HBM Capacity Sold Out
Samsung Electronics announced that its 2027 HBM capacity is fully sold out and DRAM shortages will persist until 2028. HBM4 revenue tripled quarter-on-quarter, driven by strong demand from AI servers.
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Nvidia pushes PTFE cabinets, reshaping cross-strait PCB market
Nvidia is pushing PTFE material into server PCB boards to break through AI transmission limits. This move may reshape the cross-strait PCB factory landscape, impacting the supply chain.
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MediaTek wins second AI ASIC client for 2028 launch
MediaTek confirmed a second AI ASIC customer, clarifying it is not a Chinese company, with mass production expected in 2028. Its first customer is Google, and its first data center AI accelerator began shipment in September 2026.
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