J.P. Morgan Global Research報告預測，至2026年底，動態隨機存取記憶體（DRAM）供不應求，價格將較2024年初累計上漲數倍。背後的原因，是因為記憶體大廠為了資料中心利潤高出數倍的訂單，把傳統的消費車載與工業存儲記憶體市場產能轉為生產高頻寬記憶體(HBM)使用，導致了一波記憶體價格狂飆的熱潮。 這也為全球所有記憶體相關企業創造了傳統產品漲價的空間，以及股價上漲的空間。 然而，NAND控制晶片大廠慧榮科技終端與車用儲存事業處(CAS)資深副總段喜亭不但沒有因此欣喜，反而強烈示警市場盲目追逐資料中心近利將帶來的嚴重後果。慧榮科技（Silicon Motion, NASDAQ: SIMO）是全球獨立第三方 NAND Flash 控制晶片的龍頭廠商，佔有全球市場半壁江山，長期密切觀察市場趨勢走向。 資料中心如同「黑洞」般，導致邊緣裝置所需零組件供應減少、成本大幅上升，最終轉嫁給消費者，使PC、手機等終端產品需求快速萎縮。 IDC 預測 2026 全年全球個人電腦（PC）出貨量將下滑 11.3%，且市況預計將一路惡化至第四季，屆

As memory makers chase higher-margin data center demand, Silicon Motion’s Nelson Duann warns that shortages and soaring costs for automotive, industrial and consumer storage risk starving the very edge devices needed to turn AI investment into real-world value. While much of the discussion surrounding Apple’s reported interest in sourcing memory chips from China’s CXMT and YMTC has focused on geopolitics and supply-chain diversification, industry insiders warn it may signal a

Natalia Mykhaylova Building on its previous success in developing high-precision sensors with Taiwanese partners to monitor air quality, Canadian startup WeavAir is returning to Taiwan this December with a new mission: to co-develop an AI-powered, contactless health monitoring system that shifts senior care from reactive response to proactive prevention. With Asia’s elderly population projected to double by 2050, WeaveAir sees Taiwan as the ideal partner to pioneer proactive

Karma cofounders Darryl and Melissa Short There’s a certain irony in the name. Karma Medical Products . In Taiwan, it means world-class mobility. In Canada, it’s a machinist who reinvented rehab tech. Meet Darryl Short: The Edmonton entrepreneur who built the FEPSim® —a “missing link” device that’s changing stroke and injury recovery. Co-Founder of Karma Machining and Manufacturing and Karma Medical Products Ltd. , Darryl Short, is in Taiwan with a clear mission: to find sm

The "HummingBird" device Source: Expertiqa Expertiqa Technologies, a Canadian MedTech startup, is preparing for a major push into the Asian market, seeking R&D and manufacturing partnerships in Taiwan to accelerate the development of its groundbreaking “Hummingbird” device. This access switch technology, which enables non-communicative individuals to interact with their surroundings through vocal humming, is projected to address a multi-billion-dollar segment of the global ac

Source: Illumia Labs In the face of a critical global labor shortage, Canada-based Illumia Labs, a leader in generative AI-powered Digital Twin technology, is set to unveil its scalable, human-centered training platform at the Healthcare+ Exhibition in Taipei this December. The company offers a revolutionary solution to the healthcare industry’s looming crisis by using Artificial Intelligence (AI) to replicate the expertise of master clinicians and technicians. The global hea

The bio-feedback system is designed not only for managing acute delirium but also for addressing other agitated behaviors associated with major neurocognitive disorders. The challenge of an aging global population—and the accompanying surge in neurocognitive disorders—has evolved beyond a medical issue into a full-scale crisis for healthcare systems worldwide. Positioned at the crossroads of technology and patient care, MindfulGarden , a Canadian digital health startup, is em

WeCare Dynamics , a Canadian technology startup established in 2023 and headquartered in Alberta, is tackling one of the most critical and costly issues in elder care: fall prevention. CEO Jeffrey Yu, drawing on 15 years of experience as a manager and operator across the spectrum of retirement living, from independent living to long-term care, recognized a systemic failure in current solutions. “Every 20 minutes, a senior dies from a fall in North America,” Yu noted in a rec

Ainos' AI nose is the white box Imagine a world where robots can detect gas leaks before disaster strikes, where healthcare providers can...

CEO Hanson Chou (R) and CTO Abel Chen. (Source: Deeli AI) Although innovation is so critical to high-tech companies, ironically,...

TSF partners Albert Chen (L) and Allen Lau (M) interviewed by Tina Cheng, a Cherubic Ventures partner at Founders Fiesta in Taipei....

Credit: MOEA Jmem Tek, a Taiwan-based IC design startup that is the global first in providing a hardware solution for semiconductor...

Skymizer, a Taiwan-based semiconductor IP company, has recently unveiled its latest breakthrough technology, "HyperThought," an LPU...

Credit: Shutterstock China Tweaks Origin Rules to Dodge 125% Tariffs on US Semiconductors We reported on April 12 that China's...

Source: SemiVision Recent raids by Taiwan’s prosecutors on 11 mainland Chinese companies, including Semiconductor Manufacturing...

Credit: Shutterstock Many suppliers of Taiwan Semiconductor Manufacturing Company (TSMC) are already bracing up to follow the chip...

Accelerated Computing and Key Concepts Explained Thanks to the lightning speed of AI development, Nvidia’s GTC is getting bigger and...

Lip-Bu Tan. Source: Intel Intel Corporation has announced the appointment of Lip-Bu Tan, former CEO of Cadence Design Systems and a...

Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei has unveiled a monumental $100 billion investment plan to enhance its...

Credit: Shutterstock There’s a well-known Chinese saying: “欲加之罪, 何患無辭,” which translates to, “If you want to accuse someone of a...