As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications take off. With AI-related products accounting for 25% of Innodisk's revenue in 2025, the company expects to increase the share to 30% in 2026. DDR4 will remain a key product for industrial applications over the next two to three years.
The Taiwanese government has expanded its list of core national technologies from 32 to 42 items to enhance the protection of trade secrets and prevent unlawful infringements. The National Science and Technology Council (NSTC) coordinated efforts among various ministries, industry associations, and academic experts to update the list in accordance with the National Security Act.
Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company's resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, servers, and AI PCs. Korean suppliers continue to curb production and keep the market tight, prompting rising expectations for new, credible sources of supply.
The 29th International Conference on Technology Law, hosted by National Yang Ming Chiao Tung University (NYCU) from November 20–21, 2025, spotlighted Taiwan's role in global technology security. The Science and Technology Law Institute (STLI) under the Institute for Information Industry (III) presented research comparing international foreign investment review frameworks and explored implications for Taiwan's semiconductor, AI, and quantum sectors.
Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple faces heightened scrutiny over its leadership future, with reports stating that CEO Tim Cook may step down next year.
Amazon has announced an investment of up to US$50 billion to expand artificial intelligence (AI) and supercomputing capabilities for Amazon Web Services' (AWS) US government customers. Scheduled to break ground in 2026, the plan will add approximately 1.3GW of AI and supercomputing capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions through new data centers equipped with advanced compute and networking technologies.
OpenAI has introduced a new AI-powered shopping feature in ChatGPT designed to help users research and compare products ahead of the Thanksgiving holiday. The feature, called shopping research, is rolling out on mobile and web for users across Free, Go, Plus, and Pro plans, with nearly unlimited usage available through the holiday season.
OpenAI CEO Sam Altman has reportedly warned employees of a potentially difficult period for the company as competition in artificial intelligence intensifies. In a recent internal memo, Altman urged his team to remain focused and maintain a long-term vision despite setbacks, as the company strives to overcome technical issues and financial uncertainties.
Google has introduced Nano Banana Pro, a Gemini 3 Pro–based image model that improves multilingual text rendering and visual consistency while enabling more reliable infographics and brand materials. The release marks progress in text-accurate AI imagery, though the model still struggles with logical reasoning tasks.
Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance targets and alter its business model. The company emphasized in a statement on the evening of November 24 that these claims are unfounded and not supported by any factual basis.
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