King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

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Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND pricesDigitimes
Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices 120
US rushing to reshore semiconductor productionDigitimes
US rushing to reshore semiconductor production 120
‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be TrueGizmodo
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Nvidia says AI monetization supports sustained CSP capexDigitimes
Nvidia says AI monetization supports sustained CSP capex 118
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fabDigitimes
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab 118
Yageo posts 82% profit jump in 4Q25 on AI-driven product mixDigitimes
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix 117
‘There’s possibility for another partner to join the ecosystem’ — as Perplexity lands on Samsung Galaxy S26 phones a Samsung head is already teasing the next AI additionTechRadar
‘There’s possibility for another partner to join the ecosystem’ — as Perplexity lands on Samsung Galaxy S26 phones a Samsung head is already teasing the next AI addition 117
Valve Has Been ‘Letting Children and Adults Alike Illegally Gamble,’ New York A.G. AllegesGizmodo
Valve Has Been ‘Letting Children and Adults Alike Illegally Gamble,’ New York A.G. Alleges 115


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