Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year and expects tight supply conditions to persist through 2027, according to comments from a senior executive cited by South Korean media.
US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive analysis from DIGITIMES analyst Luke Lin, the administration has shifted its pressure campaign away from advanced logic chips and toward memory, delivering a blunt ultimatum to South Korea's two dominant producers: build wafer fabs in the US or face tariffs of up to 100%
High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting large-scale data training and real-time inference, said Joungho Kim, professor of electrical engineering at the Korea Advanced Institute of Science and Technology
Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a major Japanese commercial vehicle maker, has announced to establish a joint venture with Taiwan-based Foxconn
Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial players. On one front, major Chinese banks have completed the launch of dedicated or jointly operated satellites, formally integrating satellite applications into financial risk management and digital operations. On another, privately owned aerospace companies are accelerating their push toward initial public offerings, underscoring how commercial spaceflight is moving more rapidly toward both capital-market validation and real-world applications
The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked through 2027. Deutsche Bank analysts suggest that the crunch may provide a strategic opening for Samsung Electronics to capture orders from major technology firms
