TSMC’s US factory is experiencing strong demand for production capacity; advanced process capacity expansion is accelerating.

Musk: Tesla will complete the tape-out of its 2nm AI6 chip in December 2026.

SoftBank plans to invest $500 billion to build a data center in Ohio, USA.

Qualcomm CEO outlines 6G vision: AI-native systems will integrate connectivity, sensing, and computing.

OpenAI plans to double its headcount to catch up with Anthropic in the enterprise market. Financial Times

The Trump administration introduced a national AI policy framework to limit the power of state governments.

Samsung’s first 8-inch gallium nitride production line is expected to begin production as early as Q2 2026. TheElec

Tesla’s Terafab wafer fab has started hiring.

Micron CEO Sanjay Mehrotra: Once Level 4 autonomous driving technology becomes widespread, each vehicle will require over 300GB of memory. The Register

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