Memory Crisis Reshapes Industrial PCs Supply: What TAICENN Need to Do?

Background:
The global memory market is undergoing a structural transformation. Driven by the explosive AI demand and supply contraction, DRAM, NAND SSD, and HDD prices are soaring, with the shortage expected to last for years.
As a provider specializing in the R&D, manufacturing and solutions of industrial panel PCs, industrial embedded PCs and industrial displays, TAICENN deeply engages in industrial automation, intelligent manufacturing and other fields. Its products are marked by “modularization, customization and high reliability” and require a supply cycle of more than 10 years. This memory crisis poses severe challenges to the stability of our supply chain, cost control and customer service.
Combined with industry trends and TAICENN’s core advantages, the following targeted action plans are formulated to strengthen the supply chain barrier and optimize product competitiveness.
Based on the demand for high reliability and wide-temperature adaptation of industrial-grade memory and storage in TAICENN’s products (such as TPC series industrial panel PCs and TBOX series embedded PCs), we will give priority to ensuring the long-term and stable supply of core materials to eliminate the risk of short-term shortage.

TAICENN‘s Action Plan for Addressing the Memory Crisis:
1. Establish long-term strategic cooperative partnerships: Relying on TAICENN’s global layout and years of industry accumulation, sign 12-24 month quantitative supply agreements directly with memory IC designers and module manufacturers, clarify the supply share of industrial-grade DDR4/DDR5 (compatible with various generations of Intel processor platforms) and wide-temperature SSDs, and give priority to locking in core materials suitable for our modular product design to avoid the allocation squeeze caused by AI giants seizing resources.

2. Reserve core material inventory in advance: For the common industrial-grade memory and storage specifications of TAICENN’s main products (such as TPC-DCT/DRT, TPC-DCS/DRS series industrial panel PCs and TBOX-2TX5, TBOX-2DX8 series fanless embedded PCs), make bulk reserves in advance, focus on ensuring the supply of wide-temperature, high-stability SSDs and DDR4/DDR5 memory, respond to the predicament that the HDD delivery cycle is more than 12 months, and avoid the price fluctuation and shortage risk of short-term spot purchases.

3. Link the supply chain for early planning: Align with suppliers on TAICENN’s 1-2-year product iteration and order forecasts based on customized product needs, lock in material supply in advance for long-term projects (e.g., IIoT, intelligent rail transit), and ensure sustainable material supply for products’ 10+ year lifecycle to fulfill our long-term service commitment to customers.

Summary:
This memory crisis is not a short-term fluctuation but the start of long-term structural adjustments in the global memory market; high prices and tight supply will become the industry norm from 2026 to 2028. For TAICENN, supply chain stability is far more important than short-term low-price competition.
Moving forward, we will focus on “securing supply, optimizing architecture, diversifying layout, value orientation, precise operation and technological innovation”, rely on our advantages in modularization, customization, high reliability and global layout to steadily address challenges, ensure operational stability, provide long-term reliable industrial PCs products and services for global customers, lead the industry cycle, and achieve win-win results with customers and suppliers.