Samsung: Memory shortage expected to end in 2028.
NVIDIA has slowed down the deployment of next-generation Rubin GPU platform due to HBM4 supply disruptions. Taiwan Commercial Times
UMC, VIS, Powerchip Technology, and other semiconductor foundries raise prices. Taiwan Economic Daily
Elon Musk: Terafab Project will launches on Mar 21st, 2026.
Samsung plans to mass-produce SiC power semiconductor samples in Q3 2026. ZDnet
By 2026, South Korean battery manufacturers may account for 30% of the US energy storage market. iM Securities
Shipments of polarizer-free OLED panels will grow rapidly, potentially reaching 244 million units by 2032. Omdia
By 2029, China’s OLED production capacity is expected to surpass that of South Korea. Counterpoint Research
Ming-Chi Kuo: LPU shipments are expected to reach 5 million units in 2026-2027.
