8legs: Taiwan

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#1 out of 3

Transcend reports costs rising 50–100% as NAND shipments are delayed by Samsung and SanDisk.
The Q4 chip allocation for Transcend has been significantly reduced due to higher data‑center demand.
Analysts expect memory and SSD prices to stay high for the next three to five months amid ongoing shortages.
The report ties AI-driven demand to the broader memory shortage impacting components beyond RAM.
Transcend cites data centers and hyperscalers as key drivers of rising memory and storage costs.
Transcend reports delayed NAND shipments affecting its Q4 supply and pricing outlook.
Industry observers warn that higher AI data-center demand could keep pricing pressure on memory and storage into 2026.
The article links the price pressures to broader market dynamics, including AI demand and cloud expansion.
The memo notes that RAM and NAND shortages are contributing to a broader pricing crisis in PC hardware.
Transcend emphasizes that suppliers are prioritizing cloud customers, worsening supply constraints for others.

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#2 out of 3

Lutnick pursues a large investment in Taiwan, signaling a bold regional bet.
La i hints at issues that could shape negotiations or investment terms.
The article highlights potential regulatory or geopolitical headwinds for the deal.
Discussions are described as ongoing, with timelines and considerations outlined by sources.
The piece frames the move within broader regional strategy and market opportunities.
Lutnick's approach is presented as a bold bet despite potential hurdles.
Key official Lai's remarks point to possible issues impacting deal viability.
The Bloomberg report emphasizes the strategic importance of Taiwan investments.
The article implies ongoing conversations rather than a finalized deal.
Investors are monitoring regulatory and geopolitical signals as a guide to the deal.

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#3 out of 387.1K est. views

world9h ago

Beijing says Japanese PM’s Taiwan remarks amount to prevarication and demands a full retraction.
Takaichi claimed Tokyo’s Taiwan stance remains unchanged from 1972; Beijing pressed for a correction.
Beijing highlighted that Takaichi did not explicitly withdraw the November 7 comment linking Taiwan to possible SDF deployment.
The dispute marks a downturn in China-Japan relations following Takaichi’s remarks.
Beijing demanded a retraction and ‘correction of wrongdoing’ from Tokyo.
The exchange occurred amid ongoing tensions over Taiwan and Japan’s security posture.
Takaichi’s comments were a source of friction as Tokyo asserted its unchanged stance on Taiwan.
Beijing called for a formal correction of remarks attributed to Tokyo.
The controversy centered on whether Japan would mobilize forces over Taiwan.
The article notes Takaichi’s leadership comments marked a historic linkage with Taiwan.
The piece reflects broader dynamics in China-Japan diplomacy and regional security.

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